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State Street SPDR Portfolio Short Term Corporate Bond ETF

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303326 (+23)

0.11% more ownership

Funds ownership: 62.72%62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$23.8M -$1.44M -47,439 -6%
Goldman Sachs
27
Goldman Sachs
New York
$21.9M -$2M -65,830 -8%
B
28
Bailard
California
$21M +$15.8M +520,361 +313%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$20.9M -$1M -33,065 -5%
APSP
30
Asset Planning Services (Pennsylvania)
Pennsylvania
$20M +$2.44M +80,400 +14%
HNB
31
Huntington National Bank
Ohio
$19.7M
WA
32
WestEnd Advisors
North Carolina
$18.1M +$3.24M +106,664 +22%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$16.3M +$11.5M +377,893 +244%
OAM
34
Occidental Asset Management
California
$16.1M +$788K +25,964 +5%
CWM
35
Cabot Wealth Management
Massachusetts
$14.9M +$850K +28,012 +6%
WCM
36
Windham Capital Management
Massachusetts
$14.7M -$12.5M -413,323 -46%
WIP
37
Wellesley Investment Partners
Massachusetts
$14.7M -$493K -16,260 -3%
GAM
38
Gemmer Asset Management
California
$14.2M +$247K +8,155 +2%
ERIM
39
Eagle Ridge Investment Management
Connecticut
$14M +$4.59M +151,285 +49%
William Blair & Company
40
William Blair & Company
Illinois
$14M +$1.99M +65,443 +17%
SMM
41
Stadion Money Management
Georgia
$13M -$48.5M -1,597,785 -79%
Deutsche Bank
42
Deutsche Bank
Germany
$12.9M -$159K -5,239 -1%
HCP
43
Holt Capital Partners
Texas
$12.8M +$3.43M +113,015 +37%
BlackRock
44
BlackRock
New York
$12.5M
BFM
45
Boston Financial Management
Massachusetts
$12.4M -$639K -21,067 -5%
GPWA
46
Great Point Wealth Advisors
Massachusetts
$12.2M +$487K +16,046 +4%
Citigroup
47
Citigroup
New York
$11.5M +$761K +25,085 +7%
CFGF
48
Compass Financial Group (Florida)
Florida
$11.3M +$280K +9,222 +3%
TM
49
Titan Managers
Arizona
$10.5M -$616K -20,312 -6%
TFA
50
TPG Financial Advisors
Oregon
$10.5M -$396K -13,062 -4%

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.