We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

381 hedge funds and large institutions have $5.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 113

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $4.71B → $5.2B (+$495M)

3.65% more ownership

Funds ownership: 68.82% → 72.46% (+3.6%)

1% more funds holding

Funds holding: 378 → 381 (+3)

5% less funds holding in top 10

Funds holding in top 10: 43 → 41 (-2)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
7.69%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
39
Increased
166
Reduced
113
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Ameriprise
Ameriprise
Minnesota
+$28.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25.3M
4
Truist Financial
Truist Financial
North Carolina
+$21.3M
5
USAA
United Services Automobile Association
Texas
+$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$81.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$28.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$20.7M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
GF
Goodman Financial
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$39.4M +$1.69M +53,971 +4%
SB
27
Sunflower Bank
Texas
$38.5M -$9.07M -288,951 -19%
Osaic Holdings
28
Osaic Holdings
Arizona
$34.9M +$1.26M +40,253 +4%
SFM
29
Soros Fund Management
New York
$34.9M – – –
LPL Financial
30
LPL Financial
California
$33.7M +$7.33M +233,539 +28%
UBS Group
31
UBS Group
Switzerland
$29M +$2.18M +69,328 +8%
RVPG
32
Relative Value Partners Group
$26.6M -$129K -4,112 -0.5%
FHA
33
First Horizon Advisors
Tennessee
$26.2M +$1.39M +44,288 +6%
WP
34
WealthSource Partners
California
$25.5M +$1.42M +45,323 +6%
OAM
35
Occidental Asset Management
California
$24.8M +$4.16M +132,615 +20%
TFA
36
TPG Financial Advisors
Oregon
$22.7M +$8.09M +257,767 +55%
ERIM
37
Eagle Ridge Investment Management
Connecticut
$22.7M +$4.86M +154,984 +27%
Stifel Financial
38
Stifel Financial
Missouri
$22M -$10.9M -347,877 -33%
CMA
39
Cedar Mountain Advisors
Oregon
$21.9M +$223K +7,121 +1%
BFM
40
Boston Financial Management
Massachusetts
$20.6M +$4.72M +150,578 +30%
HCP
41
Holt Capital Partners
Texas
$19.9M +$2.02M +64,300 +11%
SFG
42
StrategIQ Financial Group
Indiana
$19.6M +$2.5M +79,742 +15%
MIA
43
MainStreet Investment Advisors
Illinois
$19.6M +$16.4M +522,288 +510%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19.4M +$7.01M +223,535 +57%
USAA
45
United Services Automobile Association
Texas
$18.4M +$18.4M +586,737 New
SRC
46
Shufro Rose & Co
New York
$17.9M +$17.9M +571,895 New
WCM
47
Windham Capital Management
Massachusetts
$16.4M +$4.07M +129,695 +33%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$16.2M -$708K -22,578 -4%
GAM
49
Gemmer Asset Management
California
$14.9M -$535K -17,064 -3%
MHS
50
M Holdings Securities
Oregon
$14.5M +$1.5M +47,967 +12%
1
2
3 4 5

SPSB Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2020, worth a combined $5.2B — up 11% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 33 closed out — a net gain of 6 holders — while 166 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $281M. The largest seller was Jane Street, cutting an estimated $81.8M.

  • 381 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2020, up from 378 in Q2 2020.
  • Funds reported $5.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $281M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.