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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

382 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

78% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 88

13% more funds holding

Funds holding: 337 → 382 (+45)

7% more funds holding in top 10

Funds holding in top 10: 41 → 44 (+3)

6% more capital invested

Capital invested by funds: $4.2B → $4.45B (+$246M)

0.79% more ownership

Funds ownership: 66.51% → 67.3% (+0.79%)

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
7.53%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.87%
New
78
Increased
157
Reduced
88
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$51.6M
2
CSIA
Charles Schwab Investment Advisory
California
+$24.7M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.7M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$24.6M
2
NAS
Nicolet Advisory Services
Wisconsin
-$13.8M
3
WCM
Windham Capital Management
Massachusetts
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.17M
5
FEG
Financial Enhancement Group
Indiana
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$12.5M +$290K +9,401 +2%
CFGF
52
Compass Financial Group (Florida)
Florida
$12.2M +$118K +3,838 +1%
CWM
53
Cabot Wealth Management
Massachusetts
$12M +$61.2K +1,985 +0.5%
WCWM
54
Willow Creek Wealth Management
California
$12M +$601K +19,479 +5%
SMM
55
Stadion Money Management
Georgia
$11.7M -$1.05M -33,980 -8%
IA
56
IndexIQ Advisors
New York
$11.3M +$4.74M +153,634 +72%
TFA
57
TPG Financial Advisors
Oregon
$11.1M +$57.1K +1,852 +0.5%
IF
58
IRON Financial
Illinois
$10.6M +$10.6M +343,755 New
KMWM
59
Keudell/Morrison Wealth Management
Oregon
$10.3M +$10.3M +335,062 New
SFG
60
StrategIQ Financial Group
Indiana
$9.45M +$4.5M +146,123 +91%
Prudential Financial
61
Prudential Financial
New Jersey
$9.43M +$2.87K +93 +0%
SWM
62
Stockman Wealth Management
Montana
$9.38M +$524K +17,006 +6%
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$9.19M +$30.1K +975 +0.3%
AG
64
Advisor Group
Arizona
$8.98M +$4.02M +130,336 +81%
FCIM
65
Fairview Capital Investment Management
California
$8.8M -$501K -16,250 -5%
QA
66
Quantitative Advantage
Minnesota
$8.73M +$778K +25,240 +10%
WAS
67
Winch Advisory Services
Wisconsin
$8.72M -$247K -8,007 -3%
MWC
68
MBM Wealth Consultants
Missouri
$8.63M +$473K +15,328 +6%
ATFA
69
All Terrain Financial Advisors
Minnesota
$7.7M +$138K +4,478 +2%
MAS
70
Managed Account Services
Florida
$7.7M +$2.31M +74,990 +43%
SFM
71
Signet Financial Management
New Jersey
$7.67M +$336K +10,885 +5%
WCM
72
Windsor Capital Management
Arizona
$7.4M +$502K +16,274 +7%
BCM
73
Bluefin Capital Management
New York
$7.28M +$3.38M +109,625 +87%
FWM
74
Foresight Wealth Management
Utah
$7.26M +$1.94M +62,866 +36%
CSA
75
Cottage Street Advisors
Massachusetts
$7.23M +$586 +19 +0%
1 2
3
4 5

SPSB Hedge Fund Activity: Q4 2019 in Review

382 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2019, worth a combined $4.45B — up 5.8% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPSB positions and 27 closed out — a net gain of 51 holders — while 157 added to existing stakes and 88 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $51.6M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $24.6M sold.

  • 382 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $4.45B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2019 and 27 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $51.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2019 was Apollo Management Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2019.