State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
382 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.
189% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 27
78% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 88
13% more funds holding
Funds holding: 337 → 382 (+45)
7% more funds holding in top 10
Funds holding in top 10: 41 → 44 (+3)
6% more capital invested
Capital invested by funds: $4.2B → $4.45B (+$246M)
0.79% more ownership
Funds ownership: 66.51% → 67.3% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$51.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$24.7M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$22.6M |
| 4 |
Morgan Stanley
New York
|
+$19.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$24.6M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$13.8M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$12.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.17M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$5.4M |
SPSB Hedge Fund Activity: Q4 2019 in Review
382 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2019, worth a combined $4.45B — up 5.8% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SPSB positions and 27 closed out — a net gain of 51 holders — while 157 added to existing stakes and 88 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $51.6M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $24.6M sold.
- 382 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2019, up from 337 in Q3 2019.
- Funds reported $4.45B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
- 78 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2019 and 27 closed out, a net change of +51 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $51.6M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2019 was Apollo Management Holdings, an estimated $24.6M sold.
Based on aggregated 13F filings for Q4 2019.