We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
326
TFO Wealth Partners
Ohio
$45K +$45.6K +1,492 New
ASN
327
Advisory Services Network
Georgia
$43K
WP
328
WealthShield Partners
North Carolina
$38K -$1.8K -59 -4%
RCA
329
Rowland Carmichael Advisors
Arizona
$37K
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$32.5K +1,062 New
MA
331
MCF Advisors
Kentucky
$30K -$15K -492 -33%
BWP
332
Baldwin Wealth Partners
Massachusetts
$30K
MAWCM
333
Mine & Arao Wealth Creation & Management
California
$30K
BCWM
334
Bartlett & Co Wealth Management
Ohio
$29.2K +$6.51K +213 +28%
CAC
335
Certified Advisory Corp
Florida
$29K -$47.9K -1,568 -62%
GSWM
336
Golden State Wealth Management
California
$29K +$29.4K +962 New
BC
337
Bartlett & Co
Ohio
$29K +$29.5K +965 New
CAGAS
338
Capital Advisory Group Advisory Services
Minnesota
$28K -$3.45K -113 -11%
EDRH
339
Edmond de Rothschild Holding
Switzerland
$28K
LFG
340
LifePlan Financial Group
Ohio
$23K
BWA
341
BDO Wealth Advisors
Florida
$23K +$22.8K +745 New
IRC
342
Investors Research Corp
Georgia
$22K +$22.2K +726 New
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$21K -$29.7K -970 -58%
WT
344
Washington Trust
Rhode Island
$20K +$19.9K +650 New
JHCP
345
Jackson Hole Capital Partners
Oklahoma
$19K
RFA
346
Reilly Financial Advisors
California
$19K
NPP
347
New Potomac Partners
Maryland
$18K
SF
348
Synovus Financial
Georgia
$18K +$17.5K +573 New
OPS
349
Orion Portfolio Solutions
Nebraska
$15K -$1.99M -65,099 -99%
PA
350
Parallel Advisors
California
$15K

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.