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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
SIA
151
SeaBridge Investment Advisors
New Jersey
$2.62M -$50.2K -1,600 -2%
AWM
152
AE Wealth Management
Kansas
$2.59M +$26.5K +846 +1%
KAS
153
Kestra Advisory Services
Texas
$2.56M +$1.29M +41,229 +103%
FTS
154
Fifth Third Securities
Ohio
$2.52M +$120K +3,826 +5%
TLP
155
Trinity Legacy Partners
Texas
$2.52M +$334K +10,663 +15%
SFS
156
Sowell Financial Services
Arkansas
$2.51M +$5.02K +160 +0.2%
CISOA
157
Capital Investment Services of America
Wisconsin
$2.49M -$31.4K -1,000 -1%
CC
158
Courier Capital
New York
$2.39M +$1.94M +61,935 +434%
SWM
159
SeaCrest Wealth Management
New York
$2.39M +$1.66M +53,068 +231%
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$2.38M
Prudential Financial
161
Prudential Financial
New Jersey
$2.35M +$530K +16,896 +29%
SS
162
Simplicity Solutions
Minnesota
$2.29M -$58.2K -1,854 -2%
B
163
Bailard
California
$2.26M +$74.4K +2,371 +3%
LGWM
164
Litman Gregory Wealth Management
California
$2.23M +$376K +11,991 +20%
NEWAS
165
N.E.W. Advisory Services
Wisconsin
$2.16M +$86.2K +2,747 +4%
WWS
166
Wellington Wealth Strategies
Indiana
$2.16M +$2.27M +72,409 New
GWM
167
Greenwich Wealth Management
Connecticut
$2.12M +$71.2K +2,269 +3%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$2.08M +$281K +8,960 +16%
HVIA
169
Hudson Valley Investment Advisors
New York
$1.98M +$44.3K +1,411 +2%
GCM
170
Gibraltar Capital Management
Oklahoma
$1.97M -$6.46K -206 -0.3%
FC
171
FCA Corp
Texas
$1.95M +$107K +3,412 +6%
B
172
Bridgeworth
Alabama
$1.91M -$368K -11,745 -16%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$1.9M -$94.4K -3,009 -5%
PAG
174
Private Advisory Group
Washington
$1.84M -$544K -17,347 -23%
RIM
175
Rockbridge Investment Management
New York
$1.73M -$7.59K -242 -0.4%

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.