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State Street SPDR Portfolio Short Term Corporate Bond ETF

381 hedge funds and large institutions have $5.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 113

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $4.71B → $5.2B (+$495M)

3.65% more ownership

Funds ownership: 68.82%72.46% (+3.6%)

1% more funds holding

Funds holding: 378381 (+3)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
7.69%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
39
Increased
166
Reduced
113
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$14.2M +$902K +28,767 +7%
MWC
52
MBM Wealth Consultants
Missouri
$14.2M +$2.27M +72,376 +19%
AssetMark Inc
53
AssetMark Inc
California
$13.5M +$11.2M +357,684 +487%
WCWM
54
Willow Creek Wealth Management
California
$12.8M +$646K +20,595 +5%
APSP
55
Asset Planning Services (Pennsylvania)
Pennsylvania
$12M -$9.5M -302,928 -44%
CFGF
56
Compass Financial Group (Florida)
Florida
$11.4M -$1.68M -53,574 -13%
SMM
57
Stadion Money Management
Georgia
$10.8M -$201K -6,399 -2%
RIG
58
RiverFront Investment Group
Virginia
$10.8M +$684K +21,789 +7%
HH
59
Hilltop Holdings
Texas
$10.6M +$1.77M +56,408 +20%
PWPCM
60
Perella Weinberg Partners Capital Management
New York
$10.6M +$1.94M +61,770 +22%
RCIM
61
Red Cedar Investment Management
Michigan
$10.1M -$84.5K -2,692 -0.8%
Deutsche Bank
62
Deutsche Bank
Germany
$9.47M -$560K -17,839 -6%
FWM
63
Foresight Wealth Management
Utah
$9.1M +$566K +18,032 +7%
WCM
64
Windsor Capital Management
Arizona
$8.7M +$555K +17,690 +7%
BCMO
65
Buckingham Capital Management (Ohio)
Ohio
$8.67M +$545K +17,377 +7%
AAS
66
Avantax Advisory Services
Texas
$8.66M +$2.45M +78,140 +40%
KWM
67
Kingsview Wealth Management
Oregon
$8.51M +$2.19M +69,955 +35%
FSA
68
Financial Sense Advisors
California
$8.41M -$973K -31,021 -10%
CFD
69
Creative Financial Designs
Indiana
$8.41M +$2.99M +95,234 +55%
PFPT
70
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.24M +$900K +28,674 +12%
FCIM
71
Fairview Capital Investment Management
California
$7.97M -$226K -7,200 -3%
JP Morgan Chase
72
JP Morgan Chase
New York
$7.96M -$384K -12,252 -5%
IA
73
IndexIQ Advisors
New York
$7.65M -$850K -27,082 -10%
APW
74
Acima Private Wealth
Virginia
$7.43M +$43.9K +1,400 +0.6%
MAS
75
Managed Account Services
Florida
$7.41M +$1.6M +51,145 +28%

SPSB Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2020, worth a combined $5.2B — up 11% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 33 closed out — a net gain of 6 holders — while 166 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $281M. The largest seller was Jane Street, cutting an estimated $81.8M.

  • 381 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2020, up from 378 in Q2 2020.
  • Funds reported $5.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $281M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.