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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

115 hedge funds and large institutions have $2.33B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
22
Increased
52
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$127M
2
RIG
2
RiverFront Investment Group
Virginia
$92.6M
3
Bank of America
3
Bank of America
North Carolina
$141M
4
WIM
4
Windhaven Investment Management
Massachusetts
$1.06B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$373M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.47M
2
SCM
2
Saba Capital Management
New York
$0
3
SI
3
Stephens Inc
Arkansas
$0
4
QA
4
Quantitative Advantage
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.53M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$463K 15,042 -1,713 -10%
EWM
77
Empirical Wealth Management
Washington
$458K 14,885 -2,881 -16%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$381K 12,404 -1,578 -11%
TIA
79
Tiemann Investment Advisors
California
$365K 11,850 – –
PA
80
Pinnacle Associates
New York
$363K 11,799 – –
BWM
81
Braver Wealth Management
Massachusetts
$347K 11,271 +1,429 +15%
LW
82
Linscomb Wealth
Texas
$329K 10,704 +10,704 New
Barclays
83
Barclays
United Kingdom
$321K 10,691 +429 +4%
DP
84
Dearborn Partners
Illinois
$320K 10,400 -3,642 -26%
AI
85
Atria Investments
North Carolina
$309K 10,052 +1,656 +20%
CM
86
Capital Management
Virginia
$280K 9,100 +450 +5%
CS
87
Credit Suisse
Switzerland
$278K 9,027 -169 -2%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$261K 8,489,753 +312,677 +4%
TCM
89
Telos Capital Management
California
$254K 8,254 +8,254 New
SFA
90
Sequoia Financial Advisors
Ohio
$235K 7,645 +178 +2%
SMC
91
Smith, Moore & Co
Missouri
$228K 7,417 – –
DS
92
DRW Securities
Illinois
$224K 7,275 +7,275 New
FHC
93
First Heartland Consultants
Missouri
$223K 7,236 +7,236 New
SCG
94
Strategic Capital Group
Washington
$217K 7,055 +4,475 +173%
WA
95
Winfield Associates
Ohio
$195K 6,350 +6,350 New
CFS
96
Community Financial System
New York
$181K 5,900 – –
CP
97
Corbenic Partners
Pennsylvania
$175K 5,690 +2,440 +75%
FIG
98
Fusion Investment Group
Pennsylvania
$163K 5,303 +5,303 New
TWA
99
TCI Wealth Advisors
Arizona
$150K 4,880 – –
Creative Planning
100
Creative Planning
Kansas
$143K 4,653 +1,664 +56%
2 3
4
5 6