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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$48.1M +$14.4M +459,497 +43%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$40.2M +$773K +24,640 +2%
BCMO
28
Buckingham Capital Management (Ohio)
Ohio
$38.2M +$29.5M +939,469 +338%
SB
29
Sunflower Bank
Texas
$38.1M -$485K -15,474 -1%
RA
30
Rodgers & Associates
Pennsylvania
$36.9M +$36.8M +1,173,864 New
SFM
31
Soros Fund Management
New York
$34.9M
Osaic Holdings
32
Osaic Holdings
Arizona
$33.5M -$1.46M -46,417 -4%
UBS Group
33
UBS Group
Switzerland
$31.7M +$2.68M +85,476 +9%
SRC
34
Shufro Rose & Co
New York
$29.4M +$11.4M +363,536 +64%
WP
35
WealthSource Partners
California
$28.2M +$2.71M +86,438 +11%
FHA
36
First Horizon Advisors
Tennessee
$27.1M +$897K +28,609 +3%
BFM
37
Boston Financial Management
Massachusetts
$26.6M +$5.95M +189,559 +29%
RVPG
38
Relative Value Partners Group
$26.1M -$534K -17,016 -2%
OAM
39
Occidental Asset Management
California
$25.1M +$271K +8,639 +1%
MNG
40
Manning & Napier Group
New York
$23.4M
CMA
41
Cedar Mountain Advisors
Oregon
$22.7M +$729K +23,251 +3%
ERIM
42
Eagle Ridge Investment Management
Connecticut
$22.1M -$646K -20,582 -3%
SFG
43
StrategIQ Financial Group
Indiana
$21.3M +$1.65M +52,537 +8%
Stifel Financial
44
Stifel Financial
Missouri
$20.9M -$1.19M -38,031 -5%
HCP
45
Holt Capital Partners
Texas
$20.4M +$441K +14,075 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$19.7M +$290K +9,244 +1%
DWP
47
Destiny Wealth Partners
Florida
$19.2M +$19.2M +611,669 New
AP
48
Advisors Preferred
Maryland
$16.6M +$2.64M +84,210 +19%
SWM
49
Stockman Wealth Management
Montana
$16.3M +$2M +63,617 +14%
MHS
50
M Holdings Securities
Oregon
$15.7M +$1.23M +39,164 +8%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.