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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

115 hedge funds and large institutions have $2.33B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 27

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

68% more capital invested

Capital invested by funds: $1.39B → $2.33B (+$943M)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

4% more funds holding

Funds holding: 111 → 115 (+4)

2.01% more ownership

Funds ownership: 74.69% → 76.69% (+2%)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
22
Increased
52
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$92.5M
2
Bank of America
Bank of America
North Carolina
+$91.7M
3
WIM
Windhaven Investment Management
Massachusetts
+$56.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$23.7M
5
Morgan Stanley
Morgan Stanley
New York
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$28M
2
SCM
Saba Capital Management
New York
-$17.4M
3
SI
Stephens Inc
Arkansas
-$15.4M
4
QA
Quantitative Advantage
Minnesota
-$12M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
51
LPL Financial
California
$1.47M -$28M -909,229 -95%
Bessemer Group
52
Bessemer Group
New Jersey
$1.33M +$1.33M +43,415 New
Stifel Financial
53
Stifel Financial
Missouri
$1.31M +$1.31M +42,600 New
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M -$62.3K -2,026 -5%
MAM
55
Marquette Asset Management
Minnesota
$1.16M +$330K +10,720 +40%
TIM
56
Tortoise Investment Management
New York
$1.13M -$49.2K -1,600 -4%
WTC
57
WhitTier Trust Company
Nevada
$987K -$30.1K -980 -3%
DC
58
Davenport & Co
Virginia
$961K +$176K +5,720 +22%
NES
59
New England Securities
New York
$855K +$522K +16,994 +157%
CWM
60
Concert Wealth Management
California
$844K +$52.6K +1,712 +7%
WRM
61
Westport Resources Management
Connecticut
$834K +$44.6K +1,450 +6%
HK
62
Horizon Kinetics
New York
$738K – – –
HCP
63
Holt Capital Partners
Texas
$736K – – –
HI
64
Horizon Investments
North Carolina
$733K +$732K +23,820 New
WA
65
WESPAC Advisors
California
$722K +$64.2K +2,088 +10%
SSWM
66
Sheets Smith Wealth Management
North Carolina
$686K +$140K +4,550 +26%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$675K +$40.7K +1,324 +6%
SC
68
Stratford Consulting
Texas
$603K -$16.5K -537 -3%
TFA
69
Transamerica Financial Advisors
Florida
$572K +$30.1K +980 +6%
ACM
70
Avalon Capital Management
California
$567K +$563K +18,300 New
GAM
71
Gould Asset Management
California
$559K +$290K +9,445 +108%
AIG
72
American International Group
New York
$531K +$415K +13,487 +358%
TFCP
73
Twin Focus Capital Partners
Massachusetts
$521K -$216K -7,012 -29%
PAG
74
Private Advisor Group
New Jersey
$498K +$77.3K +2,515 +18%
RP
75
Reinhart Partners
Wisconsin
$464K -$845K -27,500 -65%
1 2
3
4 5

SPSB Hedge Fund Activity: Q1 2014 in Review

115 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2014, worth a combined $2.33B — up 68% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPSB positions and 18 closed out — a net gain of 4 holders — while 52 added to existing stakes and 27 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $92.5M. The largest seller was LPL Financial, cutting an estimated $28M.

  • 115 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $2.33B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2014, up 68% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2014 and 18 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2014 was RiverFront Investment Group, an estimated $92.5M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2014 was LPL Financial, an estimated $28M sold.

Based on aggregated 13F filings for Q1 2014.