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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
101
TrueFG
Texas
$3.45M -$241K -7,883 -6%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$3.3M +$2.96M +96,986 +804%
FAM
103
Foothills Asset Management
Arizona
$3.1M -$55.5K -1,817 -2%
VIM
104
Vista Investment Management
Pennsylvania
$3.01M -$732K -23,934 -19%
RFN
105
RDA Financial Network
Iowa
$2.97M +$200K +6,558 +7%
ACP
106
Aveo Capital Partners
Colorado
$2.92M +$2.95M +96,514 New
AIC
107
Ameritas Investment Company
Nebraska
$2.91M +$2.85M +93,346 +2,914%
NEAM
108
New England Asset Management
Connecticut
$2.89M
US Bancorp
109
US Bancorp
Minnesota
$2.82M -$103K -3,366 -3%
EAM
110
Eukles Asset Management
Ohio
$2.82M +$185K +6,051 +7%
SCA
111
STALEY CAPITAL ADVISERS
Pennsylvania
$2.79M -$71.8K -2,350 -2%
HPC
112
HM Payson & Co
Maine
$2.79M
B
113
Bridgeworth
Alabama
$2.77M -$340K -11,118 -11%
MHR
114
Matthew Hamilton Rosenberg
$2.75M +$2.78M +90,873 New
MAS
115
Managed Account Services
Florida
$2.73M -$4.85M -158,701 -64%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$2.69M -$1.71M -55,933 -39%
ATFA
117
All Terrain Financial Advisors
Minnesota
$2.6M -$5.01M -163,800 -66%
Charles Schwab
118
Charles Schwab
California
$2.58M +$2.6M +85,155 New
SIA
119
SeaBridge Investment Advisors
New Jersey
$2.55M
PAG
120
Private Advisory Group
Washington
$2.51M +$56.2K +1,840 +2%
CM
121
Columbus Macro
Pennsylvania
$2.48M +$166K +5,441 +7%
TCA
122
Transcend Capital Advisors
New Jersey
$2.47M -$73.1K -2,392 -3%
SFS
123
Sowell Financial Services
Arkansas
$2.45M -$183K -5,990 -7%
CISOA
124
Capital Investment Services of America
Wisconsin
$2.43M
MML Investors Services
125
MML Investors Services
Massachusetts
$2.35M -$197K -6,443 -8%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.