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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODG
326
O'Dell Group
Ohio
$251K +$251K +7,996 New
CA
327
Continuum Advisory
Idaho
$250K -$44K -1,403 -15%
SIC
328
Shoker Investment Counsel
Ohio
$241K +$471 +15 +0.2%
BP
329
BCK Partners
New York
$236K +$236K +7,529 New
JWCA
330
J.W. Cole Advisors
Florida
$234K +$234K +7,447 New
EVM
331
Eaton Vance Management
Massachusetts
$228K -$31.7K -1,010 -12%
CTC
332
Central Trust Company
Missouri
$227K +$227K +7,234 New
SRSA
333
S.R. Schill & Associates
Washington
$223K +$222K +7,093 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$222K +$78.4K +2,498 +55%
F
335
F3Logic
Minnesota
$220K +$220K +7,004 New
LFAS
336
Level Four Advisory Services
Texas
$219K -$875K -27,885 -80%
B
337
Bellecapital
Switzerland
$219K -$34.8K -1,111 -14%
RCA
338
Ranch Capital Advisors
Florida
$218K -$546K -17,418 -71%
SWA
339
Stratos Wealth Advisors
Ohio
$217K +$217K +6,912 New
W
340
WealthOne
New York
$212K +$1.13K +36 +0.5%
PWM
341
Palumbo Wealth Management
New York
$209K +$209K +6,665 New
RIA
342
Realta Investment Advisors
Delaware
$208K +$208K +6,635 New
CG
343
Colony Group
Massachusetts
$207K +$206K +6,580 New
CCA
344
Cadent Capital Advisors
Oklahoma
$207K +$207K +6,599 New
ADL
345
Asset Dedication LLC
California
$200K
CAL
346
Capital Analysts LLC
Pennsylvania
$197K +$19.4K +618 +11%
IWP
347
IAG Wealth Partners
Wisconsin
$190K -$23.2K -740 -11%
1IA
348
1834 Investment Advisors
Wisconsin
$185K -$7.03K -224 -4%
APWA
349
Atlas Private Wealth Advisors
New Jersey
$179K +$117K +3,730 +188%
FCM
350
Firestone Capital Management
Florida
$159K

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.