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State Street SPDR Portfolio Short Term Corporate Bond ETF

323 hedge funds and large institutions have $3.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$138M)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.38% more ownership

Funds ownership: 62.83%63.21% (+0.38%)

1% less funds holding

Funds holding: 326323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
7.02%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.83%
New
40
Increased
149
Reduced
85
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
TPG Financial Advisors
Oregon
$10.9M +$350K +11,441 +3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$10.6M +$1.45M +47,598 +16%
GF
53
Goodman Financial
Texas
$10.5M +$147K +4,814 +1%
Renaissance Technologies
54
Renaissance Technologies
New York
$10.4M +$578K +18,900 +6%
BCMO
55
Buckingham Capital Management (Ohio)
Ohio
$10.4M +$10.3M +336,918 New
AP
56
Arlington Partners
Alabama
$10.1M +$9.92M +324,650 +8,426%
WCWM
57
Willow Creek Wealth Management
California
$9.95M +$1.74M +56,853 +21%
FCIM
58
Fairview Capital Investment Management
California
$9.92M +$375K +12,281 +4%
LPL Financial
59
LPL Financial
California
$9.89M +$1.51M +49,379 +18%
Prudential Financial
60
Prudential Financial
New Jersey
$9.49M -$42.3K -1,383 -0.4%
MWM
61
Mascoma Wealth Management
New Hampshire
$8.61M -$490K -16,039 -5%
UFF
62
USA Financial Formulas
Michigan
$8.09M +$1.58M +51,669 +24%
QA
63
Quantitative Advantage
Minnesota
$7.69M +$297K +9,733 +4%
ATFA
64
All Terrain Financial Advisors
Minnesota
$7.55M +$6.6M +215,932 +737%
JWM
65
Jackson Wealth Management
Florida
$7.51M -$205K -6,720 -3%
SWM
66
Stockman Wealth Management
Montana
$7.27M +$1.5M +49,089 +26%
CSA
67
Cottage Street Advisors
Massachusetts
$7.21M -$366K -11,984 -5%
AG
68
Advisor Group
Arizona
$7.06M +$1.73M +56,614 +33%
WI
69
WrapManager Inc
California
$6.99M +$205K +6,718 +3%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$6.93M +$2.41M +79,007 +54%
MWC
71
MBM Wealth Consultants
Missouri
$6.69M -$1.04M -33,983 -14%
SFM
72
Signet Financial Management
New Jersey
$6.68M +$2.08M +67,976 +46%
WCM
73
Windsor Capital Management
Arizona
$6.57M +$180K +5,878 +3%
IA
74
IndexIQ Advisors
New York
$6.51M +$2.1M +68,676 +48%
JCM
75
Jacobsen Capital Management
Utah
$6.33M +$6.29M +205,824 New

SPSB Hedge Fund Activity: Q2 2019 in Review

323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2019, worth a combined $3.48B — up 4.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPSB positions and 39 closed out — a net gain of 1 holder — while 149 added to existing stakes and 85 trimmed.

The largest buyer was TIAA FSB, adding an estimated $289M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $270M sold.

  • 323 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2019, down from 326 in Q1 2019.
  • Funds reported $3.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2019 was TIAA FSB, an estimated $289M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2019 was United Services Automobile Association, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2019.