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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

303 hedge funds and large institutions have $3.06B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 24 → 32 (+8)

14% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 94

7% more funds holding

Funds holding: 282 → 303 (+21)

3.05% more ownership

Funds ownership: 59.67% → 62.72% (+3%)

5% more capital invested

Capital invested by funds: $2.93B → $3.06B (+$136M)

Holders
303
Holders Change
+21
Holders Change %
+7.45%
% of All Funds
6.75%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.71%
New
53
Increased
107
Reduced
94
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$42.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.2M
3
CSIA
Charles Schwab Investment Advisory
California
+$25.7M
4
WCM
Windham Capital Management
Massachusetts
+$19.4M
5
WAS
Winch Advisory Services
Wisconsin
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$40.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$15.4M
3
USAA
United Services Automobile Association
Texas
-$12.5M
4
Jane Street
Jane Street
New York
-$10.7M
5
B
Bridgeworth
Alabama
-$9.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.5M – – –
SIA
102
SeaBridge Investment Advisors
New Jersey
$2.49M -$314K -10,450 -11%
WP
103
WealthShield Partners
North Carolina
$2.44M +$2.41M +80,018 +10,053%
SLA
104
Silver Lake Advisory
Utah
$2.42M +$240K +7,989 +11%
WVP
105
Worth Venture Partners
New Jersey
$2.32M -$150K -5,000 -6%
KAM
106
Knightsbridge Asset Management
California
$2.31M +$12K +399 +0.5%
CM
107
Cornerstone Management
Georgia
$2.28M +$37.5K +1,248 +2%
W
108
Wealthquest
Ohio
$2.23M +$2.22M +73,944 New
SI
109
Stephens Inc
Arkansas
$2.15M -$692K -23,006 -24%
GCM
110
Gibraltar Capital Management
Oklahoma
$2.14M -$21.7K -721 -1%
PG
111
Proffitt & Goodson
Tennessee
$2.13M -$1.01M -33,660 -32%
SG
112
Swarthmore Group
Pennsylvania
$2.1M +$1.74M +58,000 +504%
MA
113
Mutual Advisors
Nebraska
$1.89M +$1.88M +62,577 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$1.88M -$338K -11,240 -15%
WPSG
115
Wealth & Pension Services Group
Georgia
$1.85M +$1.85M +61,548 New
SB
116
Suntrust Banks
Georgia
$1.85M +$110K +3,642 +6%
MIFH
117
Migdal Insurance & Financial Holdings
Israel
$1.82M +$411K +13,670 +29%
EAM
118
Eukles Asset Management
Ohio
$1.8M +$1.8M +59,856 New
SWM
119
Sanctuary Wealth Management
Idaho
$1.79M – – –
TWM
120
TLW Wealth Management
Florida
$1.79M +$1.78M +59,274 New
LGWM
121
Litman Gregory Wealth Management
California
$1.77M +$100K +3,339 +6%
AAMA
122
Advanced Asset Management Advisors
Ohio
$1.73M +$1.73M +57,523 New
MAFM
123
Mid Atlantic Financial Management
Pennsylvania
$1.73M +$1.73M +57,530 New
SWP
124
Stratos Wealth Partners
Ohio
$1.73M +$227K +7,547 +15%
CFD
125
Creative Financial Designs
Indiana
$1.71M -$191K -6,355 -10%
3 4
5
6 7

SPSB Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2018, worth a combined $3.06B — up 4.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 28 closed out — a net gain of 25 holders — while 107 added to existing stakes and 94 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $42.2M. The largest seller was AssetMark Inc, cutting an estimated $40.5M.

  • 303 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2018, up from 282 in Q3 2018.
  • Funds reported $3.06B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2018 and 28 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $42.2M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2018 was AssetMark Inc, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2018.