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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Windham Capital Management
Massachusetts
$15.6M -$786K -25,069 -5%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$15.5M -$755K -24,081 -5%
GGS
53
Galvin Gaustad & Stein
Arizona
$15.3M +$15.3M +488,102 New
GAM
54
Gemmer Asset Management
California
$14.7M -$258K -8,234 -2%
WPWM
55
Windward Private Wealth Management
Kansas
$14.6M +$14.5M +463,564 New
KWM
56
Kingsview Wealth Management
Oregon
$14M +$5.45M +173,798 +64%
WCWM
57
Willow Creek Wealth Management
California
$14M +$1.21M +38,448 +9%
MIA
58
MainStreet Investment Advisors
Illinois
$13M -$6.59M -210,147 -34%
HH
59
Hilltop Holdings
Texas
$11.7M +$1.04M +33,094 +10%
CFGF
60
Compass Financial Group (Florida)
Florida
$11.6M +$127K +4,062 +1%
RIG
61
RiverFront Investment Group
Virginia
$11.3M +$473K +15,080 +4%
FWM
62
Foresight Wealth Management
Utah
$10.7M +$1.6M +51,138 +18%
PWPCM
63
Perella Weinberg Partners Capital Management
New York
$9.96M -$637K -20,309 -6%
PFPT
64
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.89M +$1.64M +52,251 +20%
SMM
65
Stadion Money Management
Georgia
$9.79M -$1.04M -33,000 -10%
TFA
66
TPG Financial Advisors
Oregon
$9.52M -$13.2M -421,824 -58%
WCM
67
Windsor Capital Management
Arizona
$9.04M +$329K +10,487 +4%
GPWA
68
Great Point Wealth Advisors
Massachusetts
$9M +$8.99M +286,644 New
Deutsche Bank
69
Deutsche Bank
Germany
$8.96M -$518K -16,523 -5%
APSP
70
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.88M -$3.15M -100,355 -26%
MAS
71
Managed Account Services
Florida
$8.8M +$1.39M +44,274 +19%
RCIM
72
Red Cedar Investment Management
Michigan
$8.7M -$1.36M -43,366 -14%
CFD
73
Creative Financial Designs
Indiana
$8.24M -$182K -5,816 -2%
APW
74
Acima Private Wealth
Virginia
$8.05M +$609K +19,404 +8%
AAS
75
Avantax Advisory Services
Texas
$7.87M -$791K -25,207 -9%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.