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State Street SPDR Portfolio Short Term Corporate Bond ETF

323 hedge funds and large institutions have $3.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 85

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

4% more capital invested

Capital invested by funds: $3.34B → $3.48B (+$138M)

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.38% more ownership

Funds ownership: 62.83%63.21% (+0.38%)

1% less funds holding

Funds holding: 326323 (-3)

Holders
323
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
7.02%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.83%
New
40
Increased
149
Reduced
85
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Vestmark Advisory Solutions
Massachusetts
$2.68M +$322K +10,545 +14%
SIA
127
SeaBridge Investment Advisors
New Jersey
$2.57M +$42.5K +1,390 +2%
CISOA
128
Capital Investment Services of America
Wisconsin
$2.53M
AP
129
Advisors Preferred
Maryland
$2.53M -$112K -3,680 -4%
PAG
130
Private Advisory Group
Washington
$2.52M +$2.5M +81,954 New
EWM
131
Empirical Wealth Management
Washington
$2.46M -$212K -6,953 -8%
APW
132
Acima Private Wealth
Virginia
$2.45M +$2.44M +79,715 New
SI
133
Stephens Inc
Arkansas
$2.39M +$68.3K +2,234 +3%
GCM
134
Gibraltar Capital Management
Oklahoma
$2.18M -$5.13K -168 -0.2%
OMC
135
Old Mission Capital
Illinois
$2.13M -$2.33M -76,092 -52%
EAM
136
Eukles Asset Management
Ohio
$2M +$93.6K +3,063 +5%
WPSG
137
Wealth & Pension Services Group
Georgia
$1.92M -$16.4K -536 -0.9%
HIM
138
Hanlon Investment Management
New Jersey
$1.86M +$262K +8,562 +16%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$1.85M +$82K +2,685 +5%
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$1.83M +$356K +11,657 +24%
LGWM
141
Litman Gregory Wealth Management
California
$1.73M -$285K -9,332 -14%
W
142
Wealthquest
Ohio
$1.67M -$229K -7,507 -12%
GWM
143
Greenwich Wealth Management
Connecticut
$1.67M +$656K +21,462 +65%
FIM
144
Frontier Investment Management
Texas
$1.67M +$55.1K +1,802 +3%
MIA
145
MainStreet Investment Advisors
Illinois
$1.67M -$77.6K -2,541 -4%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$1.67M -$37.9K -1,241 -2%
TW
147
TrinityPoint Wealth
Connecticut
$1.66M +$31.5K +1,030 +2%
SSWM
148
Sheets Smith Wealth Management
North Carolina
$1.66M +$38.5K +1,260 +2%
AP
149
Atwood & Palmer
Missouri
$1.63M -$51.9K -1,700 -3%
NGA
150
Naples Global Advisors
Florida
$1.61M -$60.7K -1,985 -4%

SPSB Hedge Fund Activity: Q2 2019 in Review

323 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2019, worth a combined $3.48B — up 4.1% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SPSB positions and 39 closed out — a net gain of 1 holder — while 149 added to existing stakes and 85 trimmed.

The largest buyer was TIAA FSB, adding an estimated $289M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $270M sold.

  • 323 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2019, down from 326 in Q1 2019.
  • Funds reported $3.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2019 was TIAA FSB, an estimated $289M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2019 was United Services Automobile Association, an estimated $270M sold.

Based on aggregated 13F filings for Q2 2019.