We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MD
151
Money Design
Japan
$1.65M +$107K +3,482 +7%
HIM
152
Hanlon Investment Management
New Jersey
$1.65M -$221K -7,178 -12%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$1.62M -$49.2K -1,600 -3%
WS
154
Wedbush Securities
California
$1.59M +$1.04M +33,941 +192%
MIAN
155
Mariner Independent Advisor Network
Kansas
$1.51M +$30.3K +985 +2%
PCM
156
Parsons Capital Management
Rhode Island
$1.49M -$4.68K -152 -0.3%
UAS
157
United Asset Strategies
New York
$1.48M +$198K +6,420 +15%
MIFH
158
Migdal Insurance & Financial Holdings
Israel
$1.45M
W
159
Wealthquest
Ohio
$1.39M -$284K -9,228 -17%
NGA
160
Naples Global Advisors
Florida
$1.37M -$246K -7,992 -15%
WT
161
Whittier Trust
California
$1.32M -$44.9K -1,459 -3%
GCA
162
Gradient Capital Advisors
California
$1.22M +$53K +1,721 +5%
WA
163
Wealthstar Advisors
Texas
$1.2M -$15.7K -510 -1%
AP
164
Atwood & Palmer
Missouri
$1.19M -$447K -14,527 -27%
Mariner
165
Mariner
Kansas
$1.15M +$554K +18,007 +93%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$1.13M +$102K +3,310 +10%
UCFA
167
United Capital Financial Advisors
Texas
$1.07M +$82.5K +2,681 +8%
IWC
168
Integrated Wealth Concepts
Massachusetts
$1.06M +$430K +13,988 +68%
FTS
169
Fifth Third Securities
Ohio
$1.05M +$196K +6,374 +23%
AWM
170
AE Wealth Management
Kansas
$1.03M +$736K +23,924 +251%
DWM
171
Dakota Wealth Management
Florida
$1.03M +$525K +17,071 +104%
BSWM
172
Boston Standard Wealth Management
Massachusetts
$1.03M +$28.1K +912 +3%
RC
173
Roundview Capital
New Jersey
$1.02M +$379K +12,303 +59%
3AM
174
3D Asset Management
Connecticut
$1M -$31.8K -1,033 -3%
RFO
175
RiverGlades Family Offices
Florida
$990K +$60.9K +1,980 +7%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.