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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

188 hedge funds and large institutions have $2.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

1% less funds holding

Funds holding: 189 → 188 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

7.21% less ownership

Funds ownership: 77.03% → 69.83% (-7.2%)

13% less capital invested

Capital invested by funds: $2.87B → $2.48B (-$385M)

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
30
Increased
62
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
+$65.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$49M
3
USAA
United Services Automobile Association
Texas
+$21.5M
4
Bank of America
Bank of America
North Carolina
+$18.3M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$10.8M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$547M
2
BWM
Baystate Wealth Management
Massachusetts
-$232M
3
Wolverine Trading
Wolverine Trading
Illinois
-$11.6M
4
Barclays
Barclays
United Kingdom
-$11.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
151
Capital Investment Advisors
Georgia
$221K – – –
CFMC
152
Curbstone Financial Management Corp
New Hampshire
$208K -$227K -7,410 -52%
CCA
153
Clearwater Capital Advisors
Illinois
$203K -$13.3K -435 -6%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$168K -$117K -3,823 -41%
SEI Investments
155
SEI Investments
Pennsylvania
$167K +$25.4K +831 +18%
TCM
156
TD Capital Management
Tennessee
$143K -$64.2K -2,100 -31%
RCA
157
Rowland Carmichael Advisors
Arizona
$142K -$263K -8,615 -65%
WA
158
Winfield Associates
Ohio
$124K -$61.2K -2,000 -33%
WA
159
WealthTrust-Arizona
Arizona
$123K – – –
DADC
160
D.A. Davidson & Co
Montana
$109K -$16.1K -525 -13%
PCP
161
Proficio Capital Partners
Massachusetts
$92K +$42.6K +1,393 +85%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$92K +$91.7K +3,000 New
SAM
163
Sentinel Asset Management
Vermont
$90K – – –
FHA
164
First Horizon Advisors
Tennessee
$74K – – –
BCM
165
Blume Capital Management
California
$57K – – –
CAL
166
Capital Advisors Ltd
Ohio
$50K – – –
SIC
167
Salem Investment Counselors
North Carolina
$49K +$48.9K +1,600 New
EWM
168
Evercore Wealth Management
New York
$44K – – –
YWP
169
YorkBridge Wealth Partners
New York
$44K +$43.7K +1,430 New
RFA
170
Reilly Financial Advisors
California
$43K – – –
KLI
171
Kelman-Lazarov Inc
Tennessee
$40.5K -$10.2K -333 -20%
SBL
172
Sargent Bickham Lagudis
Colorado
$35K – – –
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33.3K +1,088 New
MA
174
MUFG Americas
New York
$31K -$12.9K -423 -29%
CCM
175
Cribstone Capital Management
Maine
$19K – – –
5 6
7
8 9

SPSB Hedge Fund Activity: Q4 2016 in Review

188 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2016, worth a combined $2.48B — down 13% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPSB positions and 28 closed out — a net gain of 2 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $65.9M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $547M sold.

  • 188 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2016, down from 189 in Q3 2016.
  • Funds reported $2.48B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2016, down 13% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2016 and 28 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2016 was WBI Investments, an estimated $65.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $547M sold.

Based on aggregated 13F filings for Q4 2016.