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State Street SPDR Portfolio Short Term Corporate Bond ETF

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303326 (+23)

0.11% more ownership

Funds ownership: 62.72%62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Whittier Trust
California
$2.17M +$458K +15,109 +27%
GCM
127
Gibraltar Capital Management
Oklahoma
$2.17M +$455 +15 +0%
FWM
128
Foresight Wealth Management
Utah
$2.13M +$2.12M +69,892 New
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$2.02M +$118K +3,894 +6%
LGWM
130
Litman Gregory Wealth Management
California
$2.01M +$209K +6,897 +12%
WPSG
131
Wealth & Pension Services Group
Georgia
$1.92M +$38.1K +1,257 +2%
EAM
132
Eukles Asset Management
Ohio
$1.89M +$65K +2,143 +4%
W
133
Wealthquest
Ohio
$1.89M -$367K -12,080 -16%
AWMS
134
Advocacy Wealth Management Services
Georgia
$1.88M +$1.87M +61,797 New
SWM
135
Sanctuary Wealth Management
Idaho
$1.79M
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$1.76M -$30 -1 -0%
LWS
137
Lucia Wealth Services
California
$1.73M +$198K +6,536 +13%
MIA
138
MainStreet Investment Advisors
Illinois
$1.73M +$4.55K +150 +0.3%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$1.69M -$2.25M -74,162 -57%
AP
140
Atwood & Palmer
Missouri
$1.67M -$12.1K -400 -0.7%
NGA
141
Naples Global Advisors
Florida
$1.66M -$22.8K -750 -1%
CA
142
Cetera Advisors
Colorado
$1.63M +$439K +14,466 +37%
TW
143
TrinityPoint Wealth
Connecticut
$1.62M +$414K +13,658 +35%
SSWM
144
Sheets Smith Wealth Management
North Carolina
$1.61M +$232K +7,638 +17%
FIM
145
Frontier Investment Management
Texas
$1.6M +$27.3K +900 +2%
HIM
146
Hanlon Investment Management
New Jersey
$1.59M +$1.58M +51,946 New
AF
147
Advisornet Financial
Minnesota
$1.55M +$484K +15,961 +46%
MD
148
Money Design
Japan
$1.53M +$1.52M +50,111 New
BA
149
BKS Advisors
Michigan
$1.51M +$658K +21,699 +78%
PCM
150
Parsons Capital Management
Rhode Island
$1.5M -$26.9K -887 -2%

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.