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State Street SPDR Portfolio Short Term Corporate Bond ETF

381 hedge funds and large institutions have $5.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 113

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $4.71B → $5.2B (+$495M)

3.65% more ownership

Funds ownership: 68.82%72.46% (+3.6%)

1% more funds holding

Funds holding: 378381 (+3)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
7.69%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
39
Increased
166
Reduced
113
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
326
Prospera Financial Services
Texas
$120K +$120K +3,837 New
RWA
327
Ropes Wealth Advisors
Massachusetts
$116K -$4.52K -144 -4%
CAAS
328
Capital Asset Advisory Services
Michigan
$112K +$7.15K +228 +7%
GRP
329
Global Retirement Partners
California
$101K -$12.5K -400 -11%
SIC
330
Salem Investment Counselors
North Carolina
$85K
CFA
331
Carroll Financial Associates
North Carolina
$81K
FMB
332
Field & Main Bank
Kentucky
$65K +$65.3K +2,080 New
APWA
333
Atlas Private Wealth Advisors
New Jersey
$62K +$48K +1,530 +336%
WAS
334
Winch Advisory Services
Wisconsin
$61K -$16.5K -527 -21%
BBHC
335
Brown Brothers Harriman & Co
New York
$61K
SL
336
Savior LLC
Massachusetts
$60K +$60.5K +1,928 New
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$23.9K +763 +73%
FRA
338
Front Row Advisors
California
$52K
CAL
339
Capital Advisors Ltd
Ohio
$51K
BWM
340
BerganKDV Wealth Management
Minnesota
$50K
TWP
341
TFO Wealth Partners
Ohio
$47K
ASN
342
Advisory Services Network
Georgia
$47K +$46.8K +1,492 New
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$41K -$1.33M -42,527 -97%
EP
344
Eudaimonia Partners
Tennessee
$41K +$41.3K +1,315 New
MA
345
MCF Advisors
Kentucky
$39K -$10.5K -334 -21%
IRC
346
Investors Research Corp
Georgia
$38K
RCA
347
Rowland Carmichael Advisors
Arizona
$38K
BWP
348
Baldwin Wealth Partners
Massachusetts
$31K
MAWCM
349
Mine & Arao Wealth Creation & Management
California
$31K
BCWM
350
Bartlett & Co Wealth Management
Ohio
$30.3K +$31 +1 +0.1%

SPSB Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2020, worth a combined $5.2B — up 11% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 33 closed out — a net gain of 6 holders — while 166 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $281M. The largest seller was Jane Street, cutting an estimated $81.8M.

  • 381 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2020, up from 378 in Q2 2020.
  • Funds reported $5.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $281M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.