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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

126 hedge funds and large institutions have $2.81B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

20% more capital invested

Capital invested by funds: $2.33B → $2.81B (+$476M)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more funds holding

Funds holding: 115 → 126 (+11)

0.47% more ownership

Funds ownership: 76.69% → 77.16% (+0.47%)

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
16
Increased
53
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$168M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$25M
3
RW
Rand Wealth
Maryland
+$18.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$14.1M
5
Wells Fargo
Wells Fargo
California
+$9.14M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$67.9M
2
JG
Jefferies Group
New York
-$6.95M
3
Morgan Stanley
Morgan Stanley
New York
-$5.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.82M
5
AssetMark Inc
AssetMark Inc
California
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$1.96M +$331K +10,763 +20%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.84M -$168K -5,465 -8%
PI
53
Placemark Investments
Illinois
$1.72M +$247K +8,010 +17%
AIG
54
American International Group
New York
$1.61M +$1.08M +34,982 +203%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.5M -$108K -3,499 -7%
B
56
Bailard
California
$1.42M +$1.42M +46,262 New
Bessemer Group
57
Bessemer Group
New Jersey
$1.34M – – –
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M -$6K -195 -0.5%
LPL Financial
59
LPL Financial
California
$1.25M -$226K -7,349 -15%
USAA
60
United Services Automobile Association
Texas
$1.23M +$1.23M +40,000 New
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$1.16M +$1.16M +37,780 New
MAM
62
Marquette Asset Management
Minnesota
$1.14M -$18.9K -615 -2%
TIM
63
Tortoise Investment Management
New York
$1.13M – – –
WTC
64
WhitTier Trust Company
Nevada
$979K -$9.54K -310 -1%
ACM
65
Avalon Capital Management
California
$958K +$389K +12,635 +69%
DC
66
Davenport & Co
Virginia
$924K -$38.3K -1,243 -4%
NES
67
New England Securities
New York
$874K +$17.7K +575 +2%
CWM
68
Concert Wealth Management
California
$836K +$21.9K +712 +3%
HCP
69
Holt Capital Partners
Texas
$800K +$62.7K +2,036 +9%
RP
70
Reinhart Partners
Wisconsin
$748K +$282K +9,170 +61%
WRM
71
Westport Resources Management
Connecticut
$743K -$92K -2,988 -11%
HK
72
Horizon Kinetics
New York
$739K – – –
SSWM
73
Sheets Smith Wealth Management
North Carolina
$687K – – –
TFA
74
Transamerica Financial Advisors
Florida
$671K +$98.7K +3,206 +17%
WA
75
WESPAC Advisors
California
$654K -$68.6K -2,230 -10%
1 2
3
4 5

SPSB Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2014, worth a combined $2.81B — up 20% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPSB positions and 5 closed out — a net gain of 11 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $168M. The largest seller was Windhaven Investment Management, cutting an estimated $67.9M.

  • 126 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2014, up from 115 in Q1 2014.
  • Funds reported $2.81B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2014, up 20% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2014 and 5 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2014 was Bank of America, an estimated $168M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2014 was Windhaven Investment Management, an estimated $67.9M sold.

Based on aggregated 13F filings for Q2 2014.