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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 38 → 41 (+3)

4% more funds holding

Funds holding: 323 → 337 (+14)

3.29% more ownership

Funds ownership: 63.21% → 66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$559M
2
Goldman Sachs
Goldman Sachs
New York
+$55.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.7M
4
SI
Stephens Inc
Arkansas
+$26.2M
5
GPWA
Great Point Wealth Advisors
Massachusetts
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.5M
2
Citigroup
Citigroup
New York
-$11.4M
3
AP
Arlington Partners
Alabama
-$9.99M
4
WCM
Windham Capital Management
Massachusetts
-$8.88M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Advisornet Financial
Minnesota
$3.85M +$122K +3,962 +3%
BBA
102
BLB&B Advisors
Pennsylvania
$3.79M +$302K +9,801 +9%
CFD
103
Creative Financial Designs
Indiana
$3.62M +$529K +17,178 +17%
PFPT
104
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.59M +$301K +9,791 +9%
CI
105
Conning Inc
Connecticut
$3.58M – – –
VIM
106
Vista Investment Management
Pennsylvania
$3.58M +$480K +15,587 +16%
CM
107
Cornerstone Management
Georgia
$3.49M +$400K +12,986 +13%
SLA
108
Silver Lake Advisory
Utah
$3.27M +$338K +10,995 +12%
PAG
109
Private Advisory Group
Washington
$3.23M +$705K +22,904 +28%
ECM
110
ETrade Capital Management
Virginia
$3.2M -$246K -8,002 -7%
FAM
111
Foothills Asset Management
Arizona
$3.18M +$75.4K +2,451 +2%
PG
112
Proffitt & Goodson
Tennessee
$3.12M +$329K +10,687 +12%
MWM
113
Mascoma Wealth Management
New Hampshire
$3.11M -$5.5M -178,719 -64%
SFS
114
Sowell Financial Services
Arkansas
$3.1M +$3.09M +100,553 New
MFG
115
MidWestOne Financial Group
Iowa
$3.05M -$420K -13,657 -12%
RCIM
116
Red Cedar Investment Management
Michigan
$3.05M +$3.04M +98,782 New
JWM
117
Jackson Wealth Management
Florida
$2.97M -$4.57M -148,590 -61%
US Bancorp
118
US Bancorp
Minnesota
$2.96M – – –
NEAM
119
New England Asset Management
Connecticut
$2.95M – – –
SCA
120
STALEY CAPITAL ADVISERS
Pennsylvania
$2.9M -$308K -10,000 -10%
HH
121
Hilltop Holdings
Texas
$2.88M +$2.87M +93,215 New
HPC
122
HM Payson & Co
Maine
$2.84M – – –
RFN
123
RDA Financial Network
Iowa
$2.82M -$69.6K -2,263 -2%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$2.8M +$115K +3,739 +4%
AIC
125
Ameritas Investment Company
Nebraska
$2.73M +$2.73M +88,685 New
3 4
5
6 7

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.