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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

188 hedge funds and large institutions have $2.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

1% less funds holding

Funds holding: 189 → 188 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

7.21% less ownership

Funds ownership: 77.03% → 69.83% (-7.2%)

13% less capital invested

Capital invested by funds: $2.87B → $2.48B (-$385M)

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
30
Increased
62
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$65.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$49M
3
USAA
United Services Automobile Association
Texas
+$21.5M
4
Bank of America
Bank of America
North Carolina
+$18.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$10.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$547M
2
BWM
Baystate Wealth Management
Massachusetts
-$232M
3
Wolverine Trading
Wolverine Trading
Illinois
-$11.6M
4
Barclays
Barclays
United Kingdom
-$11.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
126
1834 Investment Advisors
Wisconsin
$335K -$90.2K -2,950 -21%
KBFS
127
Kohmann Bosshard Financial Services
Ohio
$311K +$311K +10,176 New
DSN
128
D. Scott Neal
Kentucky
$310K -$424K -13,875 -58%
GAM
129
Gould Asset Management
California
$309K -$43.9K -1,435 -12%
AA
130
Ancora Advisors
Ohio
$305K – – –
Allianz Asset Management
131
Allianz Asset Management
Germany
$301K – – –
FCIM
132
Fairview Capital Investment Management
California
$299K +$300K +9,800 New
CM
133
Capital Management
Virginia
$290K – – –
ACP
134
Aveo Capital Partners
Colorado
$273K +$273K +8,927 New
LWM
135
Lyell Wealth Management
California
$269K +$269K +8,804 New
IFB
136
iAB Financial Bank
Indiana
$261K +$1.53K +50 +0.6%
PP
137
Pegasus Partners
Wisconsin
$260K – – –
TFCP
138
Twin Focus Capital Partners
Massachusetts
$251K – – –
HighTower Advisors
139
HighTower Advisors
Illinois
$245K -$99.9K -3,267 -29%
TIA
140
Tiemann Investment Advisors
California
$244K – – –
SCA
141
Snowden Capital Advisors
New York
$237K -$2.05K -67 -0.9%
KL
142
KWMG LLC
Kansas
$237K +$237K +7,751 New
Creative Planning
143
Creative Planning
Kansas
$234K -$113K -3,709 -33%
PA
144
Pinnacle Associates
New York
$233K – – –
IA
145
IFP Advisors
Florida
$232K -$102K -3,351 -31%
FAAS
146
First Allied Advisory Services
California
$227K +$228K +7,441 New
PSW
147
Portfolio Strategies (Washington)
Washington
$225K +$225K +7,370 New
CAN
148
Cetera Advisor Networks
California
$224K -$42.2K -1,381 -16%
FWM
149
FFT Wealth Management
Pennsylvania
$222K -$171K -5,591 -43%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$221K -$27.5K -900 -11%
4 5
6
7 8

SPSB Hedge Fund Activity: Q4 2016 in Review

188 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2016, worth a combined $2.48B — down 13% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPSB positions and 28 closed out — a net gain of 2 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $65.9M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $547M sold.

  • 188 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2016, down from 189 in Q3 2016.
  • Funds reported $2.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2016, down 13% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2016 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2016 was WBI Investments, an estimated $65.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $547M sold.

Based on aggregated 13F filings for Q4 2016.