We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Endurance Wealth Management
Rhode Island
$618K
B
152
Bailard
California
$607K -$10.1M -333,586 -94%
SC
153
Stratford Consulting
Texas
$579K -$1.15K -38 -0.2%
PPSG
154
Princeton Portfolio Strategies Group
New Jersey
$538K
OAM
155
Oxford Asset Management
United Kingdom
$535K -$185K -6,118 -26%
CCA
156
Catalyst Capital Advisors
New York
$532K -$418K -13,800 -44%
CC
157
Cognios Capital
Kansas
$503K -$120K -3,961 -19%
MML Investors Services
158
MML Investors Services
Massachusetts
$497K -$10.8K -356 -2%
PA
159
PFG Advisors
Arizona
$495K -$70.3K -2,323 -12%
FC
160
Forte Capital
New York
$489K +$490K +16,201 New
FAAS
161
First Allied Advisory Services
California
$488K +$164K +5,421 +51%
MGIA
162
Matthew Goff Investment Advisor
Texas
$469K -$18.4K -607 -4%
PFM
163
Phillips Financial Management
Indiana
$464K +$1.09K +36 +0.2%
SMC
164
Smith, Moore & Co
Missouri
$440K -$5.96K -197 -1%
NB
165
Nicolet Bankshares
Wisconsin
$425K +$426K +14,059 New
IA
166
IndexIQ Advisors
New York
$415K +$417K +13,763 New
PSUF
167
People's United Financial
Connecticut
$408K +$99.9K +3,299 +32%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$398K +$380K +12,562 +1,997%
BA
169
BKS Advisors
Michigan
$391K +$141K +4,650 +56%
FCMT
170
Founders Capital Management (Texas)
Texas
$386K -$23.3K -770 -6%
CDIA
171
Capital Directions Investment Advisors
Georgia
$382K +$383K +12,664 New
Mariner
172
Mariner
Kansas
$381K +$382K +12,630 New
MSAM
173
Moloney Securities Asset Management
Missouri
$370K -$367K -12,125 -50%
RFA
174
Reilly Financial Advisors
California
$368K +$82.2K +2,715 +29%
AIA
175
Allegis Investment Advisors
Idaho
$360K +$151K +4,982 +72%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.