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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
VWM
376
Vigilare Wealth Management
Arizona
-$1.96M -63,472 Closed
HCM
377
Horan Capital Management
Maryland
-$1.93M -62,635 Closed
SS
378
Simplicity Solutions
Minnesota
-$1.44M -46,762 Closed
SG
379
Swarthmore Group
Pennsylvania
-$986K -31,970 Closed
Wolverine Trading
380
Wolverine Trading
Illinois
-$899K -29,175 Closed
IAA
381
Independent Advisor Alliance
North Carolina
-$834K -27,050 Closed
AA
382
Ancora Advisors
Ohio
-$771K -25,000 Closed
JFA
383
Johanson Financial Advisors
California
-$801K -24,699 Closed
DWT
384
Dorsey & Whitney Trust
South Dakota
-$571K -18,530 Closed
CPA
385
Capital Planning Advisors
California
-$426K -13,810 Closed
MFG
386
Merit Financial Group
Georgia
-$385K -12,495 Closed
C1AG
387
Client 1st Advisory Group
Florida
-$274K -8,882 Closed
NFC
388
Northeast Financial Consultants
Connecticut
-$265K -8,600 Closed
JSL
389
JT Stratford LLC
Georgia
-$255K -8,274 Closed
WAS
390
Wealth Advisory Solutions
Indiana
-$247K -8,006 Closed
ODG
391
O'Dell Group
Ohio
-$243K -7,875 Closed
PGA
392
Portland Global Advisors
Maine
-$210K -6,820 Closed
GIA
393
Gladstone Institutional Advisory
Florida
-$200K -6,500 Closed
RMAM
394
Raab & Moskowitz Asset Management
New Jersey
-$186K -6,057 Closed
TCWM
395
Total Clarity Wealth Management
Illinois
-$182K -5,906 Closed
RIA
396
Realta Investment Advisors
Delaware
-$97K -3,135 Closed
IFWM
397
Institute for Wealth Management
Colorado
-$94K -3,063 Closed
ACM
398
Allred Capital Management
Texas
-$71.7K -2,324 Closed
BRC
399
Bell Rock Capital
Delaware
-$60K -1,963 Closed
FWM
400
Focused Wealth Management
New York
-$31K -1,002 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.