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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
126
Matthew Hamilton Rosenberg
$3.61M +$654K +20,843 +22%
MIAN
127
Mariner Independent Advisor Network
Kansas
$3.59M +$2.52M +80,212 +235%
EGA
128
Eagle Global Advisors
Texas
$3.57M -$791K -25,218 -18%
BUB
129
BBVA USA Bancshares
Texas
$3.57M +$2.96M +94,290 +486%
MWM
130
Mascoma Wealth Management
New Hampshire
$3.52M +$3.52M +112,099 New
CM
131
Columbus Macro
Pennsylvania
$3.45M -$65.9K -2,101 -2%
SEI Investments
132
SEI Investments
Pennsylvania
$3.33M +$3.34M +106,336 New
CFGS
133
Concourse Financial Group Securities
Alabama
$3.27M +$1.67M +53,388 +105%
TW
134
TrinityPoint Wealth
Connecticut
$3.24M +$150K +4,780 +5%
TCA
135
Transcend Capital Advisors
New Jersey
$3.12M +$98.2K +3,132 +3%
TCMP
136
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.11M +$3.1M +98,961 New
US Bancorp
137
US Bancorp
Minnesota
$3.04M -$351K -11,200 -10%
SCA
138
STALEY CAPITAL ADVISERS
Pennsylvania
$3.04M -$50.2K -1,600 -2%
ATFA
139
All Terrain Financial Advisors
Minnesota
$3.03M +$310K +9,880 +11%
NEAM
140
New England Asset Management
Connecticut
$3M
VAG
141
VisionPoint Advisory Group
Texas
$3M +$1.88M +60,083 +170%
CIP
142
Capital Insight Partners
Arizona
$2.98M
MD
143
Money Design
Japan
$2.96M +$1.61M +51,305 +119%
AF
144
Advisornet Financial
Minnesota
$2.93M +$68.9K +2,197 +2%
CW
145
CreativeOne Wealth
Kansas
$2.92M +$746K +23,780 +34%
HPC
146
HM Payson & Co
Maine
$2.89M
SAM
147
Stringer Asset Management
Tennessee
$2.86M -$40.7K -1,296 -1%
CA
148
Cetera Advisors
Colorado
$2.8M -$2.35K -75 -0.1%
EM
149
Excalibur Management
Massachusetts
$2.68M +$186K +5,917 +7%
MML Investors Services
150
MML Investors Services
Massachusetts
$2.64M +$325K +10,347 +14%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.