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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

173 hedge funds and large institutions have $3.21B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $2.61B → $3.21B (+$599M)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

7% more funds holding

Funds holding: 162 → 173 (+11)

2.73% more ownership

Funds ownership: 73.85% → 76.57% (+2.7%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
4.54%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
28
Increased
68
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$273M
2
WIM
Windhaven Investment Management
Massachusetts
+$241M
3
BWM
Baystate Wealth Management
Massachusetts
+$46.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$30.5M
5
LPL Financial
LPL Financial
California
+$20.1M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$26.1M
2
BTS
BB&T Securities
Virginia
-$16.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.8M
4
VA
Valmark Advisers
Ohio
-$3.83M
5
B
Bailard
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
STALEY CAPITAL ADVISERS
Pennsylvania
$3.1M -$59.5K -1,950 -2%
ERIM
52
Eagle Ridge Investment Management
Connecticut
$3.07M +$595K +19,485 +24%
US Bancorp
53
US Bancorp
Minnesota
$2.95M +$214K +7,022 +8%
Stifel Financial
54
Stifel Financial
Missouri
$2.52M +$807K +26,429 +47%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.44M -$2.63K -86 -0.1%
NEPWA
56
New England Private Wealth Advisors
Massachusetts
$2.41M +$9.07K +297 +0.4%
SFT
57
Simmons First Trust
Arkansas
$2.19M +$165K +5,407 +8%
AIG
58
American International Group
New York
$2.12M +$1.21M +39,686 +133%
AP
59
Advisors Preferred
Maryland
$2M +$470K +15,397 +30%
TIM
60
Tortoise Investment Management
New York
$1.93M +$178K +5,815 +10%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.9M -$275K -9,000 -13%
IA
62
IFP Advisors
Florida
$1.89M +$1.9M +62,093 New
CG
63
Colony Group
Massachusetts
$1.86M -$98.5K -3,228 -5%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.77M +$877K +28,725 +97%
DSN
65
D. Scott Neal
Kentucky
$1.75M -$171K -5,600 -9%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1.68M +$1.68M +54,954 +33,922%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.66M -$907K -29,702 -35%
EWM
68
Endurance Wealth Management
Rhode Island
$1.64M – – –
Goldman Sachs
69
Goldman Sachs
New York
$1.56M -$2.84M -93,100 -64%
SFG
70
SNS Financial Group
Minnesota
$1.56M -$258K -8,463 -14%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$1.52M +$102K +3,343 +7%
AIM
72
Advantage Investment Management
Iowa
$1.48M +$67.3K +2,205 +5%
PCM
73
Parsons Capital Management
Rhode Island
$1.46M +$36.7K +1,201 +3%
EWM
74
Empirical Wealth Management
Washington
$1.34M +$244K +7,996 +22%
AB
75
AT Bancorp
Iowa
$1.27M +$1.27M +41,630 New
1 2
3
4 5

SPSB Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2015, worth a combined $3.21B — up 23% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPSB positions and 16 closed out — a net gain of 12 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $273M. The largest seller was VanEck Associates, exiting entirely with an estimated $26.1M sold.

  • 173 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2015, up from 162 in Q3 2015.
  • Funds reported $3.21B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2015, up 23% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2015 and 16 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2015 was Stadion Money Management, an estimated $273M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2015 was VanEck Associates, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.