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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303 → 326 (+23)

0.11% more ownership

Funds ownership: 62.72% → 62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 32 → 30 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$55.1M
2
VA
Valmark Advisers
Ohio
+$42.4M
3
RIG
RiverFront Investment Group
Virginia
+$34.1M
4
CSIA
Charles Schwab Investment Advisory
California
+$33.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$29.8M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$48.5M
2
GI
Gradient Investments
Minnesota
-$42.4M
3
State Street
State Street
Massachusetts
-$24.5M
4
WAS
Winch Advisory Services
Wisconsin
-$19.4M
5
Ameriprise
Ameriprise
Minnesota
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
101
STALEY CAPITAL ADVISERS
Pennsylvania
$3.18M -$39.4K -1,300 -1%
SWP
102
Stratos Wealth Partners
Ohio
$3.13M +$1.37M +45,035 +78%
PP
103
Palladium Partners
Virginia
$3.07M +$260K +8,580 +9%
VSWA
104
Vontobel Swiss Wealth Advisors
Switzerland
$3.02M -$196K -6,472 -6%
DAM
105
Delta Asset Management
Tennessee
$3.01M -$181K -5,976 -6%
NEAM
106
New England Asset Management
Connecticut
$2.92M – – –
ACP
107
Aveo Capital Partners
Colorado
$2.88M +$2.86M +94,125 New
CFD
108
Creative Financial Designs
Indiana
$2.87M +$1.13M +37,219 +66%
RFN
109
RDA Financial Network
Iowa
$2.83M +$2.82M +93,039 New
HPC
110
HM Payson & Co
Maine
$2.81M +$2.79M +92,118 New
VIM
111
Vista Investment Management
Pennsylvania
$2.77M +$203K +6,677 +8%
FAM
112
Foothills Asset Management
Arizona
$2.75M +$60.3K +1,989 +2%
SLA
113
Silver Lake Advisory
Utah
$2.74M +$291K +9,601 +12%
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.7M +$1.68M +55,477 +168%
KAM
115
Knightsbridge Asset Management
California
$2.7M +$357K +11,770 +15%
EWM
116
Empirical Wealth Management
Washington
$2.65M +$65.2K +2,148 +3%
AP
117
Advisors Preferred
Maryland
$2.63M +$1.48M +48,930 +132%
CFS
118
Ceros Financial Services
Maryland
$2.63M +$2.61M +86,030 New
CM
119
Cornerstone Management
Georgia
$2.56M +$241K +7,927 +10%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$2.54M – – –
CISOA
121
Capital Investment Services of America
Wisconsin
$2.52M -$30.3K -1,000 -1%
SIA
122
SeaBridge Investment Advisors
New Jersey
$2.51M -$14.9K -490 -0.6%
PG
123
Proffitt & Goodson
Tennessee
$2.43M +$264K +8,699 +12%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$2.34M +$2.32M +76,466 New
SI
125
Stephens Inc
Arkansas
$2.3M +$129K +4,255 +6%
3 4
5
6 7

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.