We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$1.85M -$69.2K -2,286 -4%
MNG
102
Manning & Napier Group
New York
$1.82M
AP
103
Atwood & Palmer
Missouri
$1.74M -$46.9K -1,550 -3%
TC
104
Trilogy Capital
California
$1.7M +$1.71M +56,352 New
PCM
105
Parsons Capital Management
Rhode Island
$1.66M -$117K -3,875 -7%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$1.61M +$100K +3,310 +7%
MIA
107
MainStreet Investment Advisors
Illinois
$1.61M +$100K +3,310 +7%
FIM
108
Frontier Investment Management
Texas
$1.58M +$1.58M +52,208 New
RJFSA
109
Raymond James Financial Services Advisors
Florida
$1.56M -$185K -6,126 -11%
SB
110
Suntrust Banks
Georgia
$1.56M +$130K +4,284 +9%
CAN
111
Cetera Advisor Networks
California
$1.47M +$431K +14,238 +41%
HIIFS
112
Harel Insurance Investments & Financial Services
Israel
$1.46M +$1.47M +48,555 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$1.44M +$386K +12,756 +36%
EDRH
114
Edmond de Rothschild Holding
Switzerland
$1.39M -$303K -10,000 -18%
3AM
115
3D Asset Management
Connecticut
$1.36M -$80.6K -2,662 -6%
WA
116
Wealthstar Advisors
Texas
$1.35M +$1.35M +44,718 New
NGA
117
Naples Global Advisors
Florida
$1.3M +$123K +4,073 +10%
TIM
118
Tortoise Investment Management
New York
$1.28M -$1.27M -41,920 -50%
CB
119
Commerce Bank
Missouri
$1.24M
QA
120
Quantitative Advantage
Minnesota
$1.19M +$60.2K +1,988 +5%
CI
121
Conning Inc
Connecticut
$1.16M
CA
122
Cetera Advisors
Colorado
$1.13M +$740K +24,437 +186%
WTC
123
WhitTier Trust Company
Nevada
$1.1M -$17.5K -577 -2%
SFG
124
SNS Financial Group
Minnesota
$1.07M -$99.9K -3,299 -8%
EGA
125
Eagle Global Advisors
Texas
$1.07M +$1.08M +35,520 New

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.