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State Street SPDR Portfolio Short Term Corporate Bond ETF

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303326 (+23)

0.11% more ownership

Funds ownership: 62.72%62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$10.2M -$796K -26,237 -7%
GF
52
Goodman Financial
Texas
$10.2M -$938K -30,906 -8%
Renaissance Technologies
53
Renaissance Technologies
New York
$9.78M +$9.71M +320,200 New
FCIM
54
Fairview Capital Investment Management
California
$9.47M +$429K +14,149 +5%
Prudential Financial
55
Prudential Financial
New Jersey
$9.46M +$9.4M +309,684 New
MWM
56
Mascoma Wealth Management
New Hampshire
$9.03M -$727K -23,970 -7%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$9.03M +$8.21M +270,663 +1,083%
LPL Financial
58
LPL Financial
California
$8.31M -$738K -24,318 -8%
WCWM
59
Willow Creek Wealth Management
California
$8.13M +$841K +27,710 +12%
AIC
60
Ameritas Investment Company
Nebraska
$7.94M +$6.21M +204,709 +371%
JWM
61
Jackson Wealth Management
Florida
$7.68M -$2.9M -95,641 -28%
MWC
62
MBM Wealth Consultants
Missouri
$7.68M -$340K -11,216 -4%
CSA
63
Cottage Street Advisors
Massachusetts
$7.52M -$2.74M -90,163 -27%
QA
64
Quantitative Advantage
Minnesota
$7.33M +$197K +6,483 +3%
BFA
65
Beaumont Financial Advisors
Massachusetts
$7.13M -$25.1K -827 -0.4%
B
66
Bridgeworth
Alabama
$6.74M -$1.18M -38,863 -15%
WI
67
WrapManager Inc
California
$6.73M -$2.7M -89,077 -29%
UFF
68
USA Financial Formulas
Michigan
$6.52M +$6.47M +213,288 New
WCM
69
Windsor Capital Management
Arizona
$6.34M +$11.7K +384 +0.2%
PIMG
70
Patriot Investment Management Group
Tennessee
$6.1M +$6.06M +199,637 New
FC
71
FCA Corp
Texas
$5.82M +$297K +9,774 +5%
SWM
72
Stockman Wealth Management
Montana
$5.71M +$5.67M +186,998 New
RCG
73
Ruggie Capital Group
Florida
$5.66M -$4.5M -148,249 -44%
MGIA
74
Moneta Group Investment Advisors
Missouri
$5.46M -$411K -13,562 -7%
PA
75
Probity Advisors
Texas
$5.32M +$176K +5,812 +3%

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.