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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
126
All Terrain Financial Advisors
Minnesota
$1.07M -$234K -7,740 -18%
SFM
127
Signet Financial Management
New Jersey
$1.07M +$642K +21,204 +150%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$1.06M +$122K +4,026 +13%
AssetMark Inc
129
AssetMark Inc
California
$1.03M -$2.55M -84,143 -71%
CA
130
Continuum Advisory
Idaho
$928K +$117K +3,872 +14%
ATC
131
Argent Trust Co
Tennessee
$927K +$31.4K +1,038 +4%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$911K -$38.4K -1,269 -4%
EWM
133
Empirical Wealth Management
Washington
$893K +$143K +4,730 +19%
OMC
134
Old Mission Capital
Illinois
$827K +$829K +27,388 New
NA
135
Nottingham Advisors
New York
$793K
AA
136
Ancora Advisors
Ohio
$755K
VAIA
137
Virtus Alternative Investment Advisers
Connecticut
$755K +$89.6K +2,960 +13%
MIFH
138
Migdal Insurance & Financial Holdings
Israel
$742K
JP Morgan Chase
139
JP Morgan Chase
New York
$734K +$91.1K +3,009 +14%
HK
140
Horizon Kinetics
New York
$725K
CMBA
141
C.M. Bidwell & Associates
Hawaii
$716K -$536K -17,715 -43%
DP
142
Dearborn Partners
Illinois
$704K +$43.9K +1,450 +7%
UCFA
143
United Capital Financial Advisors
Texas
$696K -$75.7K -2,499 -10%
JIC
144
JRM Investment Counsel
Nebraska
$665K +$30.4K +1,005 +5%
UAS
145
United Asset Strategies
New York
$653K +$654K +21,617 New
MAM
146
Marquette Asset Management
Minnesota
$651K
KWM
147
Kingsview Wealth Management
Oregon
$643K -$348K -11,499 -35%
AIA
148
Avalon Investment & Advisory
Texas
$642K
ST
149
Smithfield Trust
Pennsylvania
$640K -$7.75M -255,956 -92%
Bessemer Group
150
Bessemer Group
New Jersey
$635K -$121K -4,000 -16%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.