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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

382 hedge funds and large institutions have $4.45B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

78% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 88

13% more funds holding

Funds holding: 337 → 382 (+45)

7% more funds holding in top 10

Funds holding in top 10: 41 → 44 (+3)

6% more capital invested

Capital invested by funds: $4.2B → $4.45B (+$246M)

0.79% more ownership

Funds ownership: 66.51% → 67.3% (+0.79%)

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
7.53%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.87%
New
78
Increased
157
Reduced
88
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$51.6M
2
CSIA
Charles Schwab Investment Advisory
California
+$24.7M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$22.6M
4
Morgan Stanley
Morgan Stanley
New York
+$19.7M
5
Bank of America
Bank of America
North Carolina
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
AMH
Apollo Management Holdings
New York
-$24.6M
2
NAS
Nicolet Advisory Services
Wisconsin
-$13.8M
3
WCM
Windham Capital Management
Massachusetts
-$12.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.17M
5
FEG
Financial Enhancement Group
Indiana
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
126
JRM Investment Counsel
Nebraska
$2.84M +$1.19M +38,438 +72%
EAM
127
Eukles Asset Management
Ohio
$2.69M +$647K +20,983 +32%
SFS
128
Sowell Financial Services
Arkansas
$2.68M -$417K -13,532 -13%
SIA
129
SeaBridge Investment Advisors
New Jersey
$2.6M +$31.3K +1,015 +1%
TCA
130
Transcend Capital Advisors
New Jersey
$2.6M +$2.59M +84,172 New
MML Investors Services
131
MML Investors Services
Massachusetts
$2.59M +$887K +28,786 +52%
CWM
132
Chicago Wealth Management
Illinois
$2.52M +$2.52M +81,708 New
PAG
133
Private Advisory Group
Washington
$2.5M -$731K -23,700 -23%
CISOA
134
Capital Investment Services of America
Wisconsin
$2.48M – – –
SWP
135
Stratos Wealth Partners
Ohio
$2.45M -$117K -3,804 -5%
VSWA
136
Vontobel Swiss Wealth Advisors
Switzerland
$2.38M -$44.7K -1,450 -2%
CM
137
Columbus Macro
Pennsylvania
$2.36M +$2.36M +76,422 New
EWM
138
Empirical Wealth Management
Washington
$2.35M +$39.2K +1,271 +2%
AP
139
Advisors Preferred
Maryland
$2.25M -$3.93M -127,480 -64%
GCM
140
Gibraltar Capital Management
Oklahoma
$2.19M +$894 +29 +0%
MIA
141
MainStreet Investment Advisors
Illinois
$2.13M +$469K +15,221 +28%
KAM
142
Knightsbridge Asset Management
California
$2.06M -$437K -14,186 -17%
LGWM
143
Litman Gregory Wealth Management
California
$2.05M +$45K +1,460 +2%
OPS
144
Orion Portfolio Solutions
Nebraska
$2.02M +$2.02M +65,611 New
GWM
145
Greenwich Wealth Management
Connecticut
$1.98M +$238K +7,724 +14%
MAFM
146
Mid Atlantic Financial Management
Pennsylvania
$1.96M +$18.2K +590 +0.9%
VWM
147
Vigilare Wealth Management
Arizona
$1.96M +$1.96M +63,472 New
HCM
148
Horan Capital Management
Maryland
$1.93M -$2.82M -91,398 -59%
FIM
149
Frontier Investment Management
Texas
$1.92M +$28.3K +919 +1%
22CM
150
20/20 Capital Management
California
$1.91M +$1.9M +61,692 New
4 5
6
7 8

SPSB Hedge Fund Activity: Q4 2019 in Review

382 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2019, worth a combined $4.45B — up 5.8% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPSB positions and 27 closed out — a net gain of 51 holders — while 157 added to existing stakes and 88 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $51.6M. The largest seller was Apollo Management Holdings, exiting entirely with an estimated $24.6M sold.

  • 382 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2019, up from 337 in Q3 2019.
  • Funds reported $4.45B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2019 and 27 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2019 was Truist Financial, an estimated $51.6M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2019 was Apollo Management Holdings, an estimated $24.6M sold.

Based on aggregated 13F filings for Q4 2019.