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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

382 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

78% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 88

13% more funds holding

Funds holding: 337 → 382 (+45)

7% more funds holding in top 10

Funds holding in top 10: 41 → 44 (+3)

6% more capital invested

Capital invested by funds: $4.2B → $4.45B (+$246M)

0.79% more ownership

Funds ownership: 66.51% → 67.3% (+0.79%)

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
7.53%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.87%
New
78
Increased
157
Reduced
88
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$51.6M
2
CSIA
Charles Schwab Investment Advisory
California
+$24.7M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.7M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$24.6M
2
NAS
Nicolet Advisory Services
Wisconsin
-$13.8M
3
WCM
Windham Capital Management
Massachusetts
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.17M
5
FEG
Financial Enhancement Group
Indiana
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
101
Financial Sense Advisors
California
$3.99M +$3.99M +129,428 New
HSBC Holdings
102
HSBC Holdings
United Kingdom
$3.95M – – –
AF
103
Advisornet Financial
Minnesota
$3.81M -$44.8K -1,454 -1%
VIM
104
Vista Investment Management
Pennsylvania
$3.8M +$231K +7,477 +6%
CM
105
Cornerstone Management
Georgia
$3.79M +$300K +9,743 +9%
T
106
TrueFG
Texas
$3.76M +$3.76M +121,996 New
Jane Street
107
Jane Street
New York
$3.76M +$3.76M +121,886 New
PP
108
Palladium Partners
Virginia
$3.66M +$1M +32,454 +38%
CI
109
Conning Inc
Connecticut
$3.58M – – –
MFG
110
MidWestOne Financial Group
Iowa
$3.23M +$183K +5,927 +6%
HH
111
Hilltop Holdings
Texas
$3.23M +$352K +11,405 +12%
FAM
112
Foothills Asset Management
Arizona
$3.22M +$45.2K +1,465 +1%
B
113
Bridgeworth
Alabama
$3.16M -$796K -25,829 -20%
JWM
114
Jackson Wealth Management
Florida
$3.16M +$186K +6,027 +6%
RCIM
115
Red Cedar Investment Management
Michigan
$3.05M – – –
AWM
116
AE Wealth Management
Kansas
$3.04M +$2M +65,009 +194%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$3.01M +$576K +18,692 +24%
US Bancorp
118
US Bancorp
Minnesota
$2.98M +$18.5K +600 +0.6%
NEAM
119
New England Asset Management
Connecticut
$2.95M – – –
SCA
120
STALEY CAPITAL ADVISERS
Pennsylvania
$2.92M +$17K +550 +0.6%
PG
121
Proffitt & Goodson
Tennessee
$2.89M -$229K -7,443 -7%
RWA
122
Redhawk Wealth Advisors
Minnesota
$2.87M -$2.93M -94,916 -50%
BWFA
123
Baltimore-Washington Financial Advisors
Maryland
$2.86M +$298K +9,665 +12%
HPC
124
HM Payson & Co
Maine
$2.84M – – –
RFN
125
RDA Financial Network
Iowa
$2.84M +$11.1K +360 +0.4%
3 4
5
6 7

SPSB Hedge Fund Activity: Q4 2019 in Review

382 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2019, worth a combined $4.45B — up 5.8% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPSB positions and 27 closed out — a net gain of 51 holders — while 157 added to existing stakes and 88 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $51.6M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $24.6M sold.

  • 382 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $4.45B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2019 and 27 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $51.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2019 was Apollo Management Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2019.