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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
MidWestOne Financial Group
Iowa
$2.26M -$920K -30,100 -29%
GCM
127
Gibraltar Capital Management
Oklahoma
$2.02M -$132K -4,320 -6%
KAM
128
Knightsbridge Asset Management
California
$2.01M -$12.8K -420 -0.6%
CCP
129
Cardan Capital Partners
Colorado
$1.97M +$1.99M +65,020 New
CA
130
Cetera Advisors
Colorado
$1.93M +$215K +7,048 +12%
GWM
131
Greenwich Wealth Management
Connecticut
$1.92M -$19K -623 -1%
MD
132
Money Design
Japan
$1.92M +$89.8K +2,936 +5%
FIM
133
Frontier Investment Management
Texas
$1.85M -$37.4K -1,225 -2%
VSWA
134
Vontobel Swiss Wealth Advisors
Switzerland
$1.83M -$514K -16,816 -22%
CSA
135
Cottage Street Advisors
Massachusetts
$1.82M -$5.33M -174,190 -74%
22CM
136
20/20 Capital Management
California
$1.8M -$105K -3,422 -6%
MIA
137
MainStreet Investment Advisors
Illinois
$1.79M -$305K -9,978 -14%
BS
138
Banco Santander
Spain
$1.77M +$29.9K +977 +2%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$1.76M -$164K -5,365 -8%
FC
140
FCA Corp
Texas
$1.74M +$120K +3,941 +7%
TW
141
TrinityPoint Wealth
Connecticut
$1.73M -$25.6K -839 -1%
FTS
142
Fifth Third Securities
Ohio
$1.71M +$19.5K +638 +1%
LGWM
143
Litman Gregory Wealth Management
California
$1.64M -$383K -12,520 -19%
SW
144
SkyOak Wealth
Michigan
$1.62M -$26.2K -858 -2%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.51M -$81.1K -2,654 -5%
HIM
146
Hanlon Investment Management
New Jersey
$1.43M -$307K -10,053 -18%
PCM
147
Parsons Capital Management
Rhode Island
$1.43M -$24.5K -800 -2%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$1.42M +$58K +1,896 +4%
WR
149
Watson Rebecca
$1.39M -$143K -4,683 -9%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.35M -$216K -7,057 -14%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.