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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
76
Patriot Investment Management Group
Tennessee
$6.04M +$2.55K +83 +0%
FC
77
FCA Corp
Texas
$5.86M +$48.3K +1,568 +0.8%
RWA
78
Redhawk Wealth Advisors
Minnesota
$5.8M +$408K +13,245 +8%
PA
79
Probity Advisors
Texas
$5.49M +$100K +3,258 +2%
MAS
80
Managed Account Services
Florida
$5.37M +$851K +27,636 +19%
FWM
81
Foresight Wealth Management
Utah
$5.32M +$907K +29,483 +21%
AA
82
AlphaMark Advisors
Kentucky
$5.19M +$18.6K +604 +0.4%
AG
83
Advisor Group
Arizona
$4.96M -$2.11M -68,600 -30%
SFG
84
StrategIQ Financial Group
Indiana
$4.95M +$3.35M +108,915 +212%
HCM
85
Horan Capital Management
Maryland
$4.75M +$199K +6,462 +4%
Millennium Management
86
Millennium Management
New York
$4.42M +$1.04M +33,843 +31%
LFG
87
Larson Financial Group
Missouri
$4.15M -$292K -9,499 -7%
PAG
88
Private Advisor Group
New Jersey
$4.1M +$225K +7,314 +6%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$4.08M -$19.5K -635 -0.5%
APW
90
Acima Private Wealth
Virginia
$4.04M +$1.58M +51,410 +64%
MCP
91
Martin Capital Partners
Oregon
$4.03M +$30.6K +995 +0.8%
EGA
92
Eagle Global Advisors
Texas
$4.02M +$237K +7,698 +6%
DAM
93
Delta Asset Management
Tennessee
$4.01M +$765K +24,858 +24%
B
94
Bridgeworth
Alabama
$3.96M -$767K -24,910 -16%
MNG
95
Manning & Napier Group
New York
$3.95M
HSBC Holdings
96
HSBC Holdings
United Kingdom
$3.95M
RCG
97
Ruggie Capital Group
Florida
$3.93M +$3.86M +125,525 New
Bank of New York Mellon
98
Bank of New York Mellon
New York
$3.9M -$3.04M -98,699 -44%
BCM
99
Bluefin Capital Management
New York
$3.9M +$3.45M +112,255 +790%
SB
100
Simmons Bank
Arkansas
$3.85M +$9.66K +314 +0.3%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.