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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$28.7M +$26.2M +852,875 +1,098%
JP Morgan Chase
27
JP Morgan Chase
New York
$28M -$783K -25,455 -3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$27.9M +$1.05M +34,182 +4%
WCM
29
Windham Capital Management
Massachusetts
$27.2M -$8.88M -288,653 -25%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$25.5M +$12.5M +406,887 +97%
William Blair & Company
31
William Blair & Company
Illinois
$25.2M +$1.85M +60,271 +8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$24.8M +$1.74M +56,387 +8%
AMH
33
Apollo Management Holdings
New York
$24.6M
Ameriprise
34
Ameriprise
Minnesota
$24M +$2.15M +69,734 +10%
UBS Group
35
UBS Group
Switzerland
$22.9M +$718K +23,336 +3%
FEG
36
Financial Enhancement Group
Indiana
$22.7M +$2.11M +68,501 +10%
APSP
37
Asset Planning Services (Pennsylvania)
Pennsylvania
$22.1M +$700K +22,746 +3%
WIP
38
Wellesley Investment Partners
Massachusetts
$17.1M +$1.63M +52,896 +11%
OAM
39
Occidental Asset Management
California
$16.9M +$1.31M +42,690 +8%
ERIM
40
Eagle Ridge Investment Management
Connecticut
$16.2M +$640K +20,805 +4%
AssetMark Inc
41
AssetMark Inc
California
$15.4M +$4.2M +136,365 +38%
HCP
42
Holt Capital Partners
Texas
$14.8M +$1.73M +56,256 +13%
GAM
43
Gemmer Asset Management
California
$13.9M +$345K +11,202 +3%
SMM
44
Stadion Money Management
Georgia
$12.7M -$197K -6,400 -2%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$12.3M -$1.11M -36,109 -8%
BFM
46
Boston Financial Management
Massachusetts
$12.2M -$397K -12,900 -3%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$12.2M +$1.84M +59,644 +18%
CFGF
48
Compass Financial Group (Florida)
Florida
$12.1M +$324K +10,515 +3%
GF
49
Goodman Financial
Texas
$12.1M +$1.61M +52,206 +15%
CWM
50
Cabot Wealth Management
Massachusetts
$12M -$710K -23,085 -6%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.