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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Probity Advisors
Texas
$5.48M -$33.2K -1,085 -0.6%
AA
77
AlphaMark Advisors
Kentucky
$5.41M -$18.6K -609 -0.3%
CFD
78
Creative Financial Designs
Indiana
$5.25M -$1.5M -48,921 -22%
PAG
79
Private Advisor Group
New Jersey
$5.18M +$550K +17,977 +12%
BBA
80
BLB&B Advisors
Pennsylvania
$5.12M +$613K +20,038 +13%
HH
81
Hilltop Holdings
Texas
$5.04M +$1.9M +62,081 +59%
EWM
82
Empirical Wealth Management
Washington
$4.82M +$2.55M +83,317 +110%
WI
83
WrapManager Inc
California
$4.78M -$2.12M -69,186 -30%
DAM
84
Delta Asset Management
Tennessee
$4.59M +$212K +6,947 +5%
SB
85
Simmons Bank
Arkansas
$4.42M +$479K +15,678 +12%
SLA
86
Silver Lake Advisory
Utah
$4.37M +$130K +4,241 +3%
HIP
87
Harrell Investment Partners
Texas
$4.29M -$2.29M -74,938 -35%
PIMG
88
Patriot Investment Management Group
Tennessee
$4.18M -$1.02M -33,360 -19%
William Blair & Company
89
William Blair & Company
Illinois
$4.17M -$20.1M -657,313 -83%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$4.16M -$4.9M -160,270 -54%
EGA
91
Eagle Global Advisors
Texas
$4.16M -$24K -784 -0.6%
MCP
92
Martin Capital Partners
Oregon
$4.14M +$162K +5,301 +4%
LFG
93
Larson Financial Group
Missouri
$4M -$744K -24,343 -16%
CM
94
Cornerstone Management
Georgia
$3.95M +$232K +7,579 +6%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$3.78M -$91.7K -3,000 -2%
SFM
96
Signet Financial Management
New Jersey
$3.76M -$3.89M -127,165 -51%
AF
97
Advisornet Financial
Minnesota
$3.71M -$22.9K -748 -0.6%
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$3.66M +$860K +28,147 +30%
PP
99
Palladium Partners
Virginia
$3.57M -$20.7K -677 -0.6%
CI
100
Conning Inc
Connecticut
$3.51M

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.