We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

191 hedge funds and large institutions have $2.1B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.96B → $2.1B (+$139M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 191191 (0)

2.44% less ownership

Funds ownership: 65.22%62.78% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
4.76%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.45%
New
19
Increased
75
Reduced
66
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
26
Boston Financial Management
Massachusetts
$13.9M +$473K +15,435 +4%
CWM
27
Cabot Wealth Management
Massachusetts
$13.1M +$948K +30,900 +8%
CSA
28
Cottage Street Advisors
Massachusetts
$10.7M +$560K +18,252 +6%
APSP
29
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.3M +$82.1K +2,677 +0.8%
GAM
30
Gemmer Asset Management
California
$9.94M +$360K +11,742 +4%
WIP
31
Wellesley Investment Partners
Massachusetts
$9.46M +$61.1K +1,993 +0.7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$9.18M -$1.15M -37,451 -11%
LPL Financial
33
LPL Financial
California
$8.63M +$322K +10,494 +4%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$8.51M -$2M -65,147 -19%
BCI
35
Brinker Capital Investments
Pennsylvania
$8.2M -$1.82M -59,444 -18%
BFA
36
Beaumont Financial Advisors
Massachusetts
$8.14M -$492K -16,028 -6%
BTS
37
BB&T Securities
Virginia
$7.74M -$3.5M -114,036 -31%
HCP
38
Holt Capital Partners
Texas
$7.11M +$115K +3,750 +2%
SMM
39
Stadion Money Management
Georgia
$6.93M +$1.31M +42,700 +23%
MWM
40
Mascoma Wealth Management
New Hampshire
$6.92M +$353K +11,504 +5%
AA
41
AlphaMark Advisors
Kentucky
$6.55M +$150K +4,881 +2%
ERIM
42
Eagle Ridge Investment Management
Connecticut
$6.54M +$535K +17,434 +9%
FCIM
43
Fairview Capital Investment Management
California
$6.23M +$2.57M +83,722 +70%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.94M +$5.71M +186,068 +2,435%
WA
45
WestEnd Advisors
North Carolina
$5.91M -$1.99M -64,876 -25%
FC
46
FCA Corp
Texas
$5.19M +$83.2K +2,712 +2%
AssetMark Inc
47
AssetMark Inc
California
$4.99M -$2.89M -94,213 -37%
Goldman Sachs
48
Goldman Sachs
New York
$4.94M +$2.04M +66,512 +70%
HFS
49
HL Financial Services
Kentucky
$4.63M -$119K -3,872 -3%
SRSA
50
S.R. Schill & Associates
Washington
$4.47M +$107K +3,479 +2%