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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

173 hedge funds and large institutions have $3.21B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

23% more capital invested

Capital invested by funds: $2.61B → $3.21B (+$599M)

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

7% more funds holding

Funds holding: 162 → 173 (+11)

2.73% more ownership

Funds ownership: 73.85% → 76.57% (+2.7%)

Holders
173
Holders Change
+11
Holders Change %
+6.79%
% of All Funds
4.54%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
28
Increased
68
Reduced
56
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$273M
2
WIM
Windhaven Investment Management
Massachusetts
+$241M
3
BWM
Baystate Wealth Management
Massachusetts
+$46.7M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$30.5M
5
LPL Financial
LPL Financial
California
+$20.1M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$26.1M
2
BTS
BB&T Securities
Virginia
-$16.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.8M
4
VA
Valmark Advisers
Ohio
-$3.83M
5
B
Bailard
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
76
Northern Capital Management (Wisconsin)
Wisconsin
$1.26M -$319K -10,457 -20%
AI
77
Atria Investments
North Carolina
$1.17M +$30.4K +996 +3%
WA
78
WESPAC Advisors
California
$1.11M -$17.9K -585 -2%
LP
79
LGL Partners
Pennsylvania
$1.11M +$1.11M +36,514 New
BBA
80
BLB&B Advisors
Pennsylvania
$1.08M +$577K +18,899 +113%
WTC
81
WhitTier Trust Company
Nevada
$1.07M +$57.8K +1,894 +6%
Bessemer Group
82
Bessemer Group
New Jersey
$1.04M -$1.28M -42,040 -55%
PFM
83
Phillips Financial Management
Indiana
$1.02M -$29.5K -966 -3%
Millennium Management
84
Millennium Management
New York
$997K +$1M +32,788 New
MAM
85
Marquette Asset Management
Minnesota
$983K -$153 -5 -0%
CC
86
Curian Capital
Colorado
$976K -$1.42M -46,636 -59%
FFA
87
First Foundation Advisors
California
$958K +$962K +31,510 New
Jane Street
88
Jane Street
New York
$956K -$1.44M -47,219 -60%
SC
89
Stratford Consulting
Texas
$864K +$2.02K +66 +0.2%
PAG
90
Private Advisor Group
New Jersey
$812K +$12.5K +409 +2%
SSWM
91
Sheets Smith Wealth Management
North Carolina
$792K -$274K -8,969 -26%
CWM
92
Cabot Wealth Management
Massachusetts
$790K +$32.1K +1,052 +4%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$782K +$126K +4,115 +19%
HK
94
Horizon Kinetics
New York
$730K – – –
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$687K +$72.1K +2,363 +12%
1IA
96
1834 Investment Advisors
Wisconsin
$670K -$3.05K -100 -0.5%
AAM
97
Advisors Asset Management
Colorado
$621K +$403K +13,202 +183%
GF
98
Gerstein Fisher
New York
$558K +$9.62K +315 +2%
DP
99
Dearborn Partners
Illinois
$544K -$94.6K -3,100 -15%
SMC
100
Smith, Moore & Co
Missouri
$502K +$24.9K +816 +5%
2 3
4
5 6

SPSB Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2015, worth a combined $3.21B — up 23% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPSB positions and 16 closed out — a net gain of 12 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $273M. The largest seller was VanEck Associates, exiting entirely with an estimated $26.1M sold.

  • 173 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2015, up from 162 in Q3 2015.
  • Funds reported $3.21B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2015, up 23% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2015 and 16 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2015 was Stadion Money Management, an estimated $273M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2015 was VanEck Associates, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2015.