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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$15.5M +$7.22M +238,454 +87%
BFM
27
Boston Financial Management
Massachusetts
$14.2M -$425K -14,032 -3%
CWM
28
Cabot Wealth Management
Massachusetts
$13.9M +$815K +26,920 +6%
GF
29
Goodman Financial
Texas
$13M +$10.5M +345,591 +413%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$12.6M +$2.53M +83,436 +25%
WI
31
WrapManager Inc
California
$12.5M +$12.6M +415,210 New
BlackRock
32
BlackRock
New York
$12.3M -$2M -65,921 -14%
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$12.2M +$866K +28,617 +8%
GAM
34
Gemmer Asset Management
California
$11.6M +$447K +14,778 +4%
CSA
35
Cottage Street Advisors
Massachusetts
$11.4M +$126K +4,161 +1%
WIP
36
Wellesley Investment Partners
Massachusetts
$11.3M +$1.2M +39,752 +12%
CFGF
37
Compass Financial Group (Florida)
Florida
$11M -$898K -29,677 -8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$11M +$7.93M +262,004 +258%
WA
39
WestEnd Advisors
North Carolina
$9.97M +$3.09M +102,200 +45%
RCG
40
Ruggie Capital Group
Florida
$9.51M +$7.91M +261,162 +485%
Deutsche Bank
41
Deutsche Bank
Germany
$9.12M
HCP
42
Holt Capital Partners
Texas
$8.96M +$1.43M +47,400 +19%
BFA
43
Beaumont Financial Advisors
Massachusetts
$8.13M +$38.4K +1,269 +0.5%
ERIM
44
Eagle Ridge Investment Management
Connecticut
$8M +$358K +11,832 +5%
PWPCM
45
Perella Weinberg Partners Capital Management
New York
$7.93M -$1.93M -63,722 -20%
MWM
46
Mascoma Wealth Management
New Hampshire
$7.45M -$1.99M -65,888 -21%
Goldman Sachs
47
Goldman Sachs
New York
$7.24M +$532K +17,583 +8%
LPL Financial
48
LPL Financial
California
$7.15M -$1.81M -59,785 -20%
AA
49
AlphaMark Advisors
Kentucky
$5.86M -$605K -19,984 -9%
GFPC
50
Global Financial Private Capital
Florida
$5.79M +$1.29M +42,602 +29%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.