State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 85
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
21% more capital invested
Capital invested by funds: $3.48B → $4.2B (+$722M)
8% more funds holding in top 10
Funds holding in top 10: 38 → 41 (+3)
4% more funds holding
Funds holding: 323 → 337 (+14)
3.29% more ownership
Funds ownership: 63.21% → 66.51% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$559M |
| 2 |
Goldman Sachs
New York
|
+$55.3M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$26.7M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$26.2M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$12.5M |
| 2 |
Citigroup
New York
|
-$11.4M |
| 3 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$9.99M |
| 4 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$8.88M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
351
Bay Colony Advisors
Concord,
Massachusetts
| – | -$235K | -7,651 | Closed |
|
|
MWPCG
352
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$208K | -6,750 | Closed |
|
|
DWM
353
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$162K | -5,270 | Closed |
|
|
YWP
354
YorkBridge Wealth Partners
New York
| – | -$67K | -2,161 | Closed |
|
|
RCAG
355
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$29.5K | -957 | Closed |
|
|
TM
356
Titan Managers
Scottsdale,
Arizona
| – | -$28K | -925 | Closed |
|
357
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -498 | Closed |
|
|
CB
358
CNB Bank
Clearfield,
Pennsylvania
| – | -$14K | -458 | Closed |
|
|
PFO
359
Pathstone Family Office
Englewood,
New Jersey
| – | -$11K | -350 | Closed |
|
|
OSNBOA
360
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$5K | -176 | Closed |
|
|
SF
361
Synovus Financial
Columbus,
Georgia
| – | -$3K | -86 | Closed |
|
|
TFA
362
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -15 | Closed |
|
SPSB Hedge Fund Activity: Q3 2019 in Review
337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.
- 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
- Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
- 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2019.