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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
WAS
376
Winch Advisory Services
Wisconsin
$59K -$1.82K -58 -3%
RWB
377
RMR Wealth Builders
New Jersey
$56K +$56.1K +1,790 New
FRA
378
Front Row Advisors
California
$52K
CAL
379
Capital Advisors Ltd
Ohio
$51K
BWM
380
BerganKDV Wealth Management
Minnesota
$50K
ASN
381
Advisory Services Network
Georgia
$47K
TWP
382
TFO Wealth Partners
Ohio
$47K
IRC
383
Investors Research Corp
Georgia
$45K +$7.06K +225 +19%
WT
384
Washington Trust
Rhode Island
$45K +$25.1K +800 +123%
EP
385
Eudaimonia Partners
Tennessee
$41K
MA
386
MCF Advisors
Kentucky
$41K +$2.63K +84 +7%
VC
387
Vestor Capital
Illinois
$41K +$40.9K +1,304 New
RCA
388
Rowland Carmichael Advisors
Arizona
$38K
BWP
389
Baldwin Wealth Partners
Massachusetts
$31K
MAWCM
390
Mine & Arao Wealth Creation & Management
California
$31K
AWM
391
Accel Wealth Management
Iowa
$31K +$30.8K +981 New
BCWM
392
Bartlett & Co Wealth Management
Ohio
$30.3K -$31 -1 -0.1%
BC
393
Bartlett & Co
Ohio
$30K -$31 -1 -0.1%
RFA
394
Reilly Financial Advisors
California
$22K +$2.04K +65 +10%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$22K +$18.6K +592 +623%
M
396
MOTCO
Texas
$19K -$6.08K -194 -24%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$19K
CL
398
COWA LLC
Oklahoma
$18K +$17.8K +566 New
FCA
399
FinTrust Capital Advisors
South Carolina
$17K +$63 +2 +0.4%
AF
400
Allworth Financial
California
$17K +$17.1K +545 New

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.