State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
172 hedge funds and large institutions have $3.42B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
7% more capital invested
Capital invested by funds: $3.21B → $3.42B (+$210M)
0.38% less ownership
Funds ownership: 76.57% → 76.19% (-0.38%)
1% less funds holding
Funds holding: 173 → 172 (-1)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
17% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$39.2M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$23.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$22.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$21.6M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$82M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$42.1M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$38.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23.5M |
| 5 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$16.9M |
SPSB Hedge Fund Activity: Q1 2016 in Review
172 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2016, worth a combined $3.42B — up 6.6% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SPSB positions and 19 closed out — a net gain of 2 holders — while 55 added to existing stakes and 66 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $39.2M. The largest seller was Windhaven Investment Management, cutting an estimated $82M.
- 172 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2016, down from 173 in Q4 2015.
- Funds reported $3.42B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2016, up 6.6% quarter-over-quarter.
- 21 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2016 and 19 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2016 was AssetMark Inc, an estimated $39.2M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2016 was Windhaven Investment Management, an estimated $82M sold.
Based on aggregated 13F filings for Q1 2016.