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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
76
Harrell Investment Partners
Texas
$7.8M +$1.45M +46,095 +23%
CA
77
CGN Advisors
Kansas
$7.69M +$7.68M +244,850 New
BBA
78
BLB&B Advisors
Pennsylvania
$7.64M +$1.32M +42,073 +21%
PAG
79
Private Advisor Group
New Jersey
$7.62M +$1.62M +51,650 +27%
MWC
80
MBM Wealth Consultants
Missouri
$7.5M -$6.7M -213,456 -47%
Renaissance Technologies
81
Renaissance Technologies
New York
$7.46M +$4.51M +143,686 +153%
DAM
82
Delta Asset Management
Tennessee
$7.34M +$294K +9,376 +4%
SWP
83
Strategic Wealth Partners
Ohio
$7.15M +$2.39M +76,272 +50%
William Blair & Company
84
William Blair & Company
Illinois
$6.9M +$1.78M +56,615 +35%
FCIM
85
Fairview Capital Investment Management
California
$6.87M -$1.11M -35,362 -14%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$6.86M +$939K +29,935 +16%
AssetMark Inc
87
AssetMark Inc
California
$6.72M -$6.81M -217,140 -50%
AA
88
AlphaMark Advisors
Kentucky
$6.64M +$292K +9,298 +5%
SI
89
Stephens Inc
Arkansas
$6.59M +$31.4K +1,000 +0.5%
JP Morgan Chase
90
JP Morgan Chase
New York
$6.58M -$1.38M -44,115 -17%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$6.58M +$1.74M +55,481 +36%
GM
92
GeoWealth Management
Illinois
$6.42M +$1.86M +59,241 +41%
DA
93
Detalus Advisors
Missouri
$6.37M -$784 -25 -0%
IA
94
IndexIQ Advisors
New York
$6.14M -$1.52M -48,525 -20%
ZIM
95
Zacks Investment Management
Illinois
$6.06M +$890K +28,368 +17%
WI
96
WrapManager Inc
California
$5.88M +$101K +3,221 +2%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$5.59M -$85.3K -2,719 -2%
PP
98
Palladium Partners
Virginia
$5.48M +$1.05M +33,381 +24%
MCP
99
Martin Capital Partners
Oregon
$5.23M +$672K +21,439 +15%
HighTower Advisors
100
HighTower Advisors
Illinois
$5.22M +$3.83M +122,161 +278%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.