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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

188 hedge funds and large institutions have $2.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

1% less funds holding

Funds holding: 189 → 188 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

7.21% less ownership

Funds ownership: 77.03% → 69.83% (-7.2%)

13% less capital invested

Capital invested by funds: $2.87B → $2.48B (-$385M)

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
30
Increased
62
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$65.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$49M
3
USAA
United Services Automobile Association
Texas
+$21.5M
4
Bank of America
Bank of America
North Carolina
+$18.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$10.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$547M
2
BWM
Baystate Wealth Management
Massachusetts
-$232M
3
Wolverine Trading
Wolverine Trading
Illinois
-$11.6M
4
Barclays
Barclays
United Kingdom
-$11.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
101
MSI Financial Services
Massachusetts
$814K +$79.5K +2,600 +11%
SC
102
Stratford Consulting
Texas
$812K -$60.4K -1,976 -7%
M&T Bank
103
M&T Bank
New York
$764K +$457K +14,947 +149%
HK
104
Horizon Kinetics
New York
$733K – – –
CC
105
Cognios Capital
Kansas
$725K +$198K +6,464 +37%
DP
106
Dearborn Partners
Illinois
$673K -$3.06K -100 -0.5%
MSAM
107
Moloney Securities Asset Management
Missouri
$644K +$645K +21,105 New
MAM
108
Marquette Asset Management
Minnesota
$638K -$50K -1,636 -7%
PP
109
Palladium Partners
Virginia
$628K +$150K +4,899 +31%
AAM
110
Advisors Asset Management
Colorado
$610K -$26.3K -860 -4%
MC
111
Muzinich & Co
New York
$607K +$608K +19,885 New
GC
112
Grimes & Company
Massachusetts
$573K -$101K -3,300 -15%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$561K -$1.89M -61,737 -77%
LP
114
LGL Partners
Pennsylvania
$552K +$38.3K +1,252 +7%
JIC
115
Johnson Investment Counsel
Ohio
$508K +$510K +16,664 New
JP Morgan Chase
116
JP Morgan Chase
New York
$502K +$256K +8,369 +104%
SMC
117
Smith, Moore & Co
Missouri
$500K -$2.08K -68 -0.4%
BAS
118
Brown Advisory Securities
Maryland
$475K +$474K +15,486 New
Bank of New York Mellon
119
Bank of New York Mellon
New York
$468K -$142K -4,637 -23%
ANTB
120
AMG National Trust Bank
Colorado
$467K – – –
PSUF
121
People's United Financial
Connecticut
$410K +$318K +10,391 +340%
WCM
122
Windsor Capital Management
Arizona
$406K -$28.3K -925 -6%
CA
123
Cetera Advisors
Colorado
$374K +$20.1K +656 +6%
NGA
124
Naples Global Advisors
Florida
$355K – – –
CDIA
125
Capital Directions Investment Advisors
Georgia
$344K -$43.7K -1,428 -11%
3 4
5
6 7

SPSB Hedge Fund Activity: Q4 2016 in Review

188 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2016, worth a combined $2.48B — down 13% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPSB positions and 28 closed out — a net gain of 2 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $65.9M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $547M sold.

  • 188 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2016, down from 189 in Q3 2016.
  • Funds reported $2.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2016, down 13% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2016 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2016 was WBI Investments, an estimated $65.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $547M sold.

Based on aggregated 13F filings for Q4 2016.