We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
51
Willow Creek Wealth Management
California
$11.4M +$1.41M +45,903 +14%
TFA
52
TPG Financial Advisors
Oregon
$11.1M +$111K +3,601 +1%
LPL Financial
53
LPL Financial
California
$10.3M +$412K +13,400 +4%
Prudential Financial
54
Prudential Financial
New Jersey
$9.43M -$83.4K -2,710 -0.9%
FCIM
55
Fairview Capital Investment Management
California
$9.3M -$642K -20,862 -6%
AP
56
Advisors Preferred
Maryland
$9.26M +$3.63M +117,930 +143%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$9.16M +$4.1M +133,365 +82%
Deutsche Bank
58
Deutsche Bank
Germany
$9.03M -$3.95M -128,422 -30%
WAS
59
Winch Advisory Services
Wisconsin
$8.97M +$4.32M +140,393 +93%
SWM
60
Stockman Wealth Management
Montana
$8.86M +$1.58M +51,185 +22%
OMC
61
Old Mission Capital
Illinois
$8.57M +$6.42M +208,729 +302%
Renaissance Technologies
62
Renaissance Technologies
New York
$8.18M -$2.27M -73,863 -22%
MWC
63
MBM Wealth Consultants
Missouri
$8.16M +$1.45M +47,223 +22%
QA
64
Quantitative Advantage
Minnesota
$7.96M +$249K +8,078 +3%
ATFA
65
All Terrain Financial Advisors
Minnesota
$7.57M -$123 -4 -0%
SFM
66
Signet Financial Management
New Jersey
$7.33M +$634K +20,600 +9%
CSA
67
Cottage Street Advisors
Massachusetts
$7.23M +$492 +16 +0%
WI
68
WrapManager Inc
California
$7.14M +$131K +4,252 +2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$7.1M +$990K +32,184 +16%
WCM
70
Windsor Capital Management
Arizona
$6.9M +$311K +10,114 +5%
AWMS
71
Advocacy Wealth Management Services
Georgia
$6.69M +$820K +26,656 +14%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$6.61M +$711K +23,109 +12%
IA
73
IndexIQ Advisors
New York
$6.6M +$76.7K +2,493 +1%
JCM
74
Jacobsen Capital Management
Utah
$6.39M +$45.5K +1,479 +0.7%
Citadel Advisors
75
Citadel Advisors
Florida
$6.17M +$6.16M +200,156 New

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.