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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
51
FCA Corp
Texas
$5.37M +$204K +6,748 +4%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$5.18M -$3.36M -110,852 -39%
FCIM
53
Fairview Capital Investment Management
California
$4.88M -$2.34M -77,431 -32%
JWM
54
Jackson Wealth Management
Florida
$4.83M +$843K +27,841 +21%
SRSA
55
S.R. Schill & Associates
Washington
$4.81M +$551K +18,201 +13%
CPO
56
Cerity Partners OCIO
New York
$4.72M +$4.74M +156,424 New
William Blair & Company
57
William Blair & Company
Illinois
$4.62M +$298K +9,844 +7%
AB
58
AT Bancorp
Iowa
$4.39M +$793K +26,205 +22%
Bank of Nova Scotia
59
Bank of Nova Scotia
Ontario, Canada
$4.33M +$4.19M +138,340 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$4.33M +$1.64M +54,064 +61%
RFO
61
RiverGlades Family Offices
Florida
$4.15M -$1.25M -41,185 -23%
HFS
62
HL Financial Services
Kentucky
$3.93M -$175K -5,766 -4%
VSWA
63
Vontobel Swiss Wealth Advisors
Switzerland
$3.92M +$63.2K +2,089 +2%
BCI
64
Brinker Capital Investments
Pennsylvania
$3.91M -$4.42M -145,943 -53%
WCM
65
Windsor Capital Management
Arizona
$3.77M +$3.77M +124,700 New
BL
66
BFSG LLC
California
$3.75M +$368K +12,149 +11%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$3.69M -$249K -8,239 -6%
NCMW
68
Northern Capital Management (Wisconsin)
Wisconsin
$3.51M +$2.68M +88,456 +318%
RA
69
RFG Advisory
Alabama
$3.49M +$2.63M +86,843 +301%
HPC
70
HM Payson & Co
Maine
$3.49M +$736K +24,321 +27%
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$3.47M
BBA
72
BLB&B Advisors
Pennsylvania
$3.4M +$139K +4,584 +4%
WAM
73
Watermark Asset Management
California
$3.28M +$232K +7,673 +8%
Jane Street
74
Jane Street
New York
$3.26M -$307K -10,150 -9%
PA
75
Probity Advisors
Texas
$3.14M +$1.76M +58,294 +128%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.