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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
51
MBM Wealth Consultants
Missouri
$10.7M +$2.21M +72,197 +26%
IF
52
IRON Financial
Illinois
$10.6M +$208K +6,791 +2%
OMC
53
Old Mission Capital
Illinois
$10.6M +$6.45M +210,923 +153%
Citadel Advisors
54
Citadel Advisors
Florida
$8.89M +$8.99M +293,937 New
FSA
55
Financial Sense Advisors
California
$8.87M +$5M +163,699 +126%
RIG
56
RiverFront Investment Group
Virginia
$8.51M -$25.2M -824,077 -75%
SI
57
Stephens Inc
Arkansas
$8.47M -$19.2M -629,256 -69%
FCIM
58
Fairview Capital Investment Management
California
$8.44M -$189K -6,167 -2%
DA
59
Detalus Advisors
Missouri
$8.41M -$6.99M -228,633 -45%
FWM
60
Foresight Wealth Management
Utah
$8.31M +$1.21M +39,429 +17%
BCMO
61
Buckingham Capital Management (Ohio)
Ohio
$8.03M -$4.71M -154,053 -37%
Renaissance Technologies
62
Renaissance Technologies
New York
$7.7M -$5.43M -177,662 -41%
Deutsche Bank
63
Deutsche Bank
Germany
$7.38M +$515K +16,843 +7%
WCM
64
Windsor Capital Management
Arizona
$7.33M +$69.2K +2,264 +0.9%
RCIM
65
Red Cedar Investment Management
Michigan
$7.12M +$4.17M +136,544 +138%
AP
66
Advisors Preferred
Maryland
$6.32M +$4.16M +136,130 +187%
APW
67
Acima Private Wealth
Virginia
$6.11M +$767K +25,077 +14%
CWM
68
Cabot Wealth Management
Massachusetts
$5.91M -$5.95M -194,783 -50%
MNG
69
Manning & Napier Group
New York
$5.88M
AAS
70
Avantax Advisory Services
Texas
$5.79M +$744K +24,351 +15%
MHS
71
M Holdings Securities
Oregon
$5.74M +$5.8M +189,812 New
SL
72
Systelligence LLC
Minnesota
$5.71M +$5.78M +188,941 New
PFPT
73
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.69M +$1.35M +44,283 +31%
KWM
74
Kingsview Wealth Management
Oregon
$5.65M +$13.4K +437 +0.2%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$5.53M -$911K -29,792 -14%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.