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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
$3.09M -$108K -3,563 -3%
CISOA
77
Capital Investment Services of America
Wisconsin
$3.07M -$48.4K -1,600 -2%
US Bancorp
78
US Bancorp
Minnesota
$2.85M -$1.42K -47 -0%
LFG
79
Larson Financial Group
Missouri
$2.71M +$1.59M +52,679 +142%
SIA
80
SeaBridge Investment Advisors
New Jersey
$2.7M +$20.9K +690 +0.8%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.69M +$666K +22,000 +33%
VIM
82
Vista Investment Management
Pennsylvania
$2.51M +$27K +891 +1%
AG
83
Advisor Group
Arizona
$2.5M -$525K -17,351 -17%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$2.49M +$7.48K +247 +0.3%
WVP
85
Worth Venture Partners
New Jersey
$2.48M
BSWM
86
Boston Standard Wealth Management
Massachusetts
$2.38M +$390K +12,878 +20%
PAG
87
Private Advisor Group
New Jersey
$2.33M +$1.74M +57,604 +293%
IF
88
IRON Financial
Illinois
$2.28M +$2.28M +75,478 New
PTC
89
Philadelphia Trust Company
Pennsylvania
$2.23M -$75.7K -2,500 -3%
PP
90
Palladium Partners
Virginia
$2.2M +$363K +11,991 +20%
GCM
91
Gibraltar Capital Management
Oklahoma
$2.17M -$36.1K -1,191 -2%
MAS
92
Managed Account Services
Florida
$2.17M +$724K +23,904 +50%
BAS
93
Brown Advisory Securities
Maryland
$2.12M +$84.9K +2,803 +4%
MCP
94
Martin Capital Partners
Oregon
$2.05M +$304K +10,029 +17%
CFD
95
Creative Financial Designs
Indiana
$2.01M +$3.97K +131 +0.2%
KAM
96
Knightsbridge Asset Management
California
$1.97M +$1.98M +65,315 New
AP
97
Advisors Preferred
Maryland
$1.97M -$1.23M -40,710 -38%
VF
98
Virtu Financial
New York
$1.94M -$1.6M -52,836 -45%
LP
99
LGL Partners
Pennsylvania
$1.89M +$15.2K +503 +0.8%
AWMG
100
Alliance Wealth Management Group
New Jersey
$1.85M +$324K +10,702 +21%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.