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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
AA
101
Alesco Advisors
New York
$497K -$1.7M -55,530 -77%
ANTB
102
AMG National Trust Bank
Colorado
$465K – – –
RP
103
Reinhart Partners
Wisconsin
$446K -$281K -9,200 -39%
GAM
104
Gould Asset Management
California
$398K -$193K -6,325 -33%
BOTW
105
Bank of the West
California
$394K +$396K +12,970 New
WRM
106
Westport Resources Management
Connecticut
$392K – – –
VKH
107
Virtu KCG Holdings
New York
$389K -$2.37M -77,530 -86%
IP
108
Investment Partners
Ohio
$389K -$11.8K -388 -3%
CWM
109
Concert Wealth Management
California
$382K -$614K -20,121 -62%
NGA
110
Naples Global Advisors
Florida
$381K +$79.4K +2,600 +26%
WA
111
WealthTrust-Arizona
Arizona
$362K +$363K +11,906 New
WCM
112
Windsor Capital Management
Arizona
$352K +$763 +25 +0.2%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$351K +$130K +4,247 +58%
YMRC
114
Yorktown Management & Research Company
Virginia
$350K +$351K +11,500 New
BRWM
115
B. Riley Wealth Management
Tennessee
$346K – – –
PFM
116
Peak Financial Management
Massachusetts
$345K +$347K +11,356 New
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K +$12.3M +401,417 +4%
HighTower Advisors
118
HighTower Advisors
Illinois
$319K +$114K +3,739 +55%
SB
119
Suntrust Banks
Georgia
$318K +$321K +10,520 New
ATC
120
Argent Trust Co
Tennessee
$316K -$378K -12,381 -54%
MFS
121
MSI Financial Services
Massachusetts
$307K +$235K +7,699 +322%
AA
122
Ancora Advisors
Ohio
$304K – – –
Allianz Asset Management
123
Allianz Asset Management
Germany
$300K +$301K +9,855 New
ICAS
124
Investors Capital Advisory Services
Massachusetts
$299K +$1.5K +49 +0.5%
GC
125
Grimes & Company
Massachusetts
$289K -$14.8K -484 -5%
3 4
5
6 7

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.