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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$36.1M -$822K -26,902 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$35M +$35.5M +1,161,648 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$33.5M +$350K +11,453 +1%
WA
29
WestEnd Advisors
North Carolina
$33.3M +$767K +25,074 +2%
APSP
30
Asset Planning Services (Pennsylvania)
Pennsylvania
$24.2M +$478K +15,627 +2%
FHA
31
First Horizon Advisors
Tennessee
$23.2M -$8.77M -287,036 -27%
UBS Group
32
UBS Group
Switzerland
$21.3M -$1.1M -35,868 -5%
CMA
33
Cedar Mountain Advisors
Oregon
$20.5M +$905K +29,614 +5%
OAM
34
Occidental Asset Management
California
$19.2M +$2.6M +85,026 +15%
NAS
35
Nicolet Advisory Services
Wisconsin
$18.7M -$13M -425,179 -41%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$17.3M +$17.4M +569,821 +46,028%
HCP
37
Holt Capital Partners
Texas
$17M +$532K +17,415 +3%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$16.7M -$451K -14,767 -3%
IA
39
IndexIQ Advisors
New York
$16.7M +$5.63M +184,257 +50%
LPL Financial
40
LPL Financial
California
$16.1M +$1.36M +44,452 +9%
WCM
41
Windham Capital Management
Massachusetts
$15.7M +$1.02M +33,311 +7%
GF
42
Goodman Financial
Texas
$15.6M +$1.63M +53,461 +12%
GAM
43
Gemmer Asset Management
California
$14.7M +$450K +14,711 +3%
BFM
44
Boston Financial Management
Massachusetts
$12.9M +$134K +4,397 +1%
SFG
45
StrategIQ Financial Group
Indiana
$12.8M +$3.57M +116,656 +38%
CFGF
46
Compass Financial Group (Florida)
Florida
$12.5M +$552K +18,064 +5%
SWM
47
Stockman Wealth Management
Montana
$11.5M +$2.32M +76,037 +25%
TFA
48
TPG Financial Advisors
Oregon
$11.4M +$545K +17,827 +5%
WCWM
49
Willow Creek Wealth Management
California
$11.2M -$575K -18,819 -5%
SMM
50
Stadion Money Management
Georgia
$10.7M -$758K -24,784 -7%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.