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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
TIM
351
Tortoise Investment Management
New York
$157K -$85.2K -2,715 -35%
CIAS
352
Capital Investment Advisory Services
North Carolina
$156K -$86.2K -2,747 -36%
AP
353
Atwood & Palmer
Missouri
$148K -$336K -10,710 -69%
HWA
354
HHM Wealth Advisors
Tennessee
$147K +$147K +4,690 New
CT
355
Caldwell Trust
Florida
$146K
FCH
356
Freestone Capital Holdings
Washington
$129K +$126K +4,022 +5,028%
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$127K -$7.84K -250 -6%
AP
358
Arlington Partners
Alabama
$121K
MAM
359
Marquette Asset Management
Minnesota
$119K -$12K -383 -9%
CAAS
360
Capital Asset Advisory Services
Michigan
$111K -$1.47K -47 -1%
FF
361
FourThought Financial
Florida
$109K +$110K +3,500 New
TAM
362
Tucker Asset Management
Colorado
$105K +$105K +3,344 New
GRP
363
Global Retirement Partners
California
$101K
RWA
364
Ropes Wealth Advisors
Massachusetts
$99K -$16.9K -539 -15%
CWM
365
Consultiva Wealth Management
Puerto Rico
$95K +$94.9K +3,026 New
TPCW
366
TD Private Client Wealth
New York
$91.6K +$82.1K +2,616 +872%
RA
367
Reby Advisors
Connecticut
$87K +$86.5K +2,757 New
SIC
368
Salem Investment Counselors
North Carolina
$85K
CFA
369
Carroll Financial Associates
North Carolina
$81K
KC
370
Kinloch Capital
Virginia
$75K +$75.3K +2,400 New
MIM
371
Merrion Investment Management
New Jersey
$68K +$67.5K +2,152 New
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$9.35K +298 +16%
FPCG
373
Fort Pitt Capital Group
Pennsylvania
$66K +$66.1K +2,107 New
BBHC
374
Brown Brothers Harriman & Co
New York
$61K
SL
375
Savior LLC
Massachusetts
$61K +$220 +7 +0.4%

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.