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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
FWP
351
FAS Wealth Partners
Kansas
$15K +$15.3K +501 +4,555%
IA
352
IFP Advisors
Florida
$14K +$4.43K +145 +44%
GEA
353
Glen Eagle Advisors
New Jersey
$11.5K
FHA
354
Flagship Harbor Advisors
Massachusetts
$10K
CMBA
355
C.M. Bidwell & Associates
Hawaii
$9K
BAM
356
Barrett Asset Management
New York
$8K
BFC
357
Bedel Financial Consulting
Indiana
$7K +$31 +1 +0.4%
TWA
358
TCI Wealth Advisors
Arizona
$5K -$27.1K -888 -85%
SSB
359
Sandy Spring Bank
Maryland
$5K
Northern Trust
360
Northern Trust
Illinois
$4K -$17.4K -568 -4%
LWM
361
Liberty Wealth Management
California
$4K
BCA
362
Bray Capital Advisors
Florida
$3K -$16.8K -550 -85%
LPWM
363
Lake Point Wealth Management
Texas
$2K
PP
364
Pacifica Partners
Canada
$2K
TFS
365
TrustCore Financial Services
Tennessee
$2K
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$1K
EW
367
Evoke Wealth
California
$575 +$581 +19 New
CSIA
368
Charles Schwab Investment Advisory
California
-$251M -8,139,013 Closed
Prudential Financial
369
Prudential Financial
New Jersey
-$9.43M -305,684 Closed
QA
370
Quantitative Advantage
Minnesota
-$8.73M -283,147 Closed
JWM
371
Jackson Wealth Management
Florida
-$3.16M -102,136 Closed
RJFSA
372
Raymond James Financial Services Advisors
Florida
-$3.01M -97,708 Closed
RWA
373
Redhawk Wealth Advisors
Minnesota
-$2.87M -93,141 Closed
JIC
374
JRM Investment Counsel
Nebraska
-$2.84M -92,007 Closed
CWM
375
Chicago Wealth Management
Illinois
-$2.52M -81,708 Closed

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.