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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Palladium Partners
Virginia
$2.6M -$535K -17,369 -17%
SIA
127
SeaBridge Investment Advisors
New Jersey
$2.57M -$12.3K -400 -0.5%
SWP
128
Stratos Wealth Partners
Ohio
$2.57M -$165K -5,363 -6%
BWFA
129
Baltimore-Washington Financial Advisors
Maryland
$2.56M +$725K +23,569 +40%
KAM
130
Knightsbridge Asset Management
California
$2.5M -$250K -8,115 -9%
CISOA
131
Capital Investment Services of America
Wisconsin
$2.48M -$61.6K -2,000 -2%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$2.44M -$8.13M -264,244 -77%
VSWA
133
Vontobel Swiss Wealth Advisors
Switzerland
$2.43M -$511K -16,605 -17%
EWM
134
Empirical Wealth Management
Washington
$2.31M -$158K -5,140 -6%
GCM
135
Gibraltar Capital Management
Oklahoma
$2.19M +$677 +22 +0%
EAM
136
Eukles Asset Management
Ohio
$2.04M +$35.5K +1,153 +2%
LGWM
137
Litman Gregory Wealth Management
California
$2.01M +$271K +8,794 +16%
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$1.95M +$87.7K +2,850 +5%
AFNAS
139
American Financial Network Advisory Services
California
$1.94M +$1.93M +62,807 New
WPSG
140
Wealth & Pension Services Group
Georgia
$1.93M +$12.5K +406 +0.7%
SB
141
Suntrust Banks
Georgia
$1.91M -$1.8M -58,603 -49%
FIM
142
Frontier Investment Management
Texas
$1.9M +$223K +7,241 +13%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$1.8M +$142K +4,605 +9%
GWM
144
Greenwich Wealth Management
Connecticut
$1.74M +$64.6K +2,100 +4%
BS
145
Banco Santander
Spain
$1.72M +$1.71M +55,593 New
TW
146
TrinityPoint Wealth
Connecticut
$1.71M +$47.8K +1,553 +3%
MML Investors Services
147
MML Investors Services
Massachusetts
$1.71M +$532K +17,274 +45%
CA
148
Cetera Advisors
Colorado
$1.7M -$1.18M -38,397 -41%
MIA
149
MainStreet Investment Advisors
Illinois
$1.66M -$9.23K -300 -0.6%
JIC
150
JRM Investment Counsel
Nebraska
$1.65M +$819K +26,601 +99%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.