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State Street SPDR Portfolio Short Term Corporate Bond ETF

323 hedge funds and large institutions have $3.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$138M)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.38% more ownership

Funds ownership: 62.83%63.21% (+0.38%)

1% less funds holding

Funds holding: 326323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
7.02%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.83%
New
40
Increased
149
Reduced
85
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$28.2M +$1M +32,853 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$26.7M +$602K +19,707 +2%
AMH
28
Apollo Management Holdings
New York
$24.6M +$24.4M +800,000 New
WA
29
WestEnd Advisors
North Carolina
$23.6M +$5.33M +174,576 +29%
William Blair & Company
30
William Blair & Company
Illinois
$23.3M +$9.23M +301,993 +66%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$23M +$1.98M +64,754 +9%
UBS Group
32
UBS Group
Switzerland
$22.1M -$1.88M -61,366 -8%
Ameriprise
33
Ameriprise
Minnesota
$21.7M -$2.95M -96,585 -12%
APSP
34
Asset Planning Services (Pennsylvania)
Pennsylvania
$21.3M +$1.19M +38,943 +6%
FEG
35
Financial Enhancement Group
Indiana
$20.6M +$20.4M +667,981 New
OAM
36
Occidental Asset Management
California
$15.5M -$696K -22,770 -4%
ERIM
37
Eagle Ridge Investment Management
Connecticut
$15.5M +$1.34M +43,936 +10%
WIP
38
Wellesley Investment Partners
Massachusetts
$15.4M +$620K +20,301 +4%
GAM
39
Gemmer Asset Management
California
$13.6M -$789K -25,812 -6%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$13.4M -$2.96M -96,952 -18%
HCP
41
Holt Capital Partners
Texas
$13M +$164K +5,375 +1%
Deutsche Bank
42
Deutsche Bank
Germany
$13M -$66.5K -2,178 -0.5%
GPWA
43
Great Point Wealth Advisors
Massachusetts
$12.9M +$616K +20,174 +5%
SMM
44
Stadion Money Management
Georgia
$12.9M -$202K -6,620 -2%
CWM
45
Cabot Wealth Management
Massachusetts
$12.7M -$2.38M -77,963 -16%
BFM
46
Boston Financial Management
Massachusetts
$12.6M +$141K +4,608 +1%
BlackRock
47
BlackRock
New York
$12.6M
Citigroup
48
Citigroup
New York
$12M +$355K +11,631 +3%
CFGF
49
Compass Financial Group (Florida)
Florida
$11.8M +$419K +13,716 +4%
AssetMark Inc
50
AssetMark Inc
California
$11.1M -$118M -3,863,934 -91%

SPSB Hedge Fund Activity: Q2 2019 in Review

323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2019, worth a combined $3.48B — up 4.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPSB positions and 39 closed out — a net gain of 1 holder — while 149 added to existing stakes and 85 trimmed.

The largest buyer was TIAA FSB, adding an estimated $289M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $270M sold.

  • 323 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2019, down from 326 in Q1 2019.
  • Funds reported $3.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2019 was TIAA FSB, an estimated $289M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2019 was United Services Automobile Association, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2019.