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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

183 hedge funds and large institutions have $2.9B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

6% more funds holding

Funds holding: 172 → 183 (+11)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

3.08% less ownership

Funds ownership: 76.19% → 73.11% (-3.1%)

15% less capital invested

Capital invested by funds: $3.42B → $2.9B (-$514M)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.88%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
27
Increased
68
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$34.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$19.6M
3
UCFA
United Capital Financial Advisors
Texas
+$18.8M
4
State Street
State Street
Massachusetts
+$10.9M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$9.45M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$358M
2
SMM
Stadion Money Management
Georgia
-$241M
3
Bank of America
Bank of America
North Carolina
-$39M
4
LPL Financial
LPL Financial
California
-$21.8M
5
UBS Group
UBS Group
Switzerland
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
176
Argentus Capital Management
Texas
$11K -$1.01K -33 -8%
NC
177
NewSquare Capital
Pennsylvania
$11K – – –
WEC
178
Winslow Evans & Crocker
Massachusetts
$9.51K +$31 +1 +0.3%
WTB
179
Washington Trust Bank
Washington
$9K – – –
WAS
180
Winch Advisory Services
Wisconsin
$9K +$31 +1 +0.3%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$8K – – –
FANJ
182
Financial Architects (New Jersey)
New Jersey
$6K +$1.2K +39 +24%
AA
183
Apriem Advisors
California
$4K – – –
CHC
184
City Holding Co
West Virginia
$3K – – –
WP
185
WealthPLAN Partners
Nebraska
$107 +$106K +3,465 New
WA
186
WESPAC Advisors
California
– -$1.19M -38,677 Closed
BOTW
187
Bank of the West
California
– -$472K -15,420 Closed
IP
188
Investment Partners
Ohio
– -$423K -13,928 Closed
AIG
189
American International Group
New York
– -$383K -12,502 Closed
CWM
190
Concert Wealth Management
California
– -$273K -8,955 Closed
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
– -$271K -8,857 Closed
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
– -$100K -3,258 Closed
TCM
193
Tradewinds Capital Management
Washington
– -$34K -1,121 Closed
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
– -$31K -1,009 Closed
CB
195
Community Bank
New York
– -$31K -1,000 Closed
SSB
196
Sandy Spring Bank
Maryland
– -$11K -350 Closed
AIM
197
Anchor Investment Management
South Carolina
– -$8.27K -270 Closed
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
– -$7K -234 Closed
4 5 6 7
8

SPSB Hedge Fund Activity: Q2 2016 in Review

183 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2016, worth a combined $2.9B — down 15% from $3.42B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SPSB positions and 13 closed out — a net gain of 14 holders — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $34.9M. The largest seller was Windhaven Investment Management, cutting an estimated $358M.

  • 183 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2016, up from 172 in Q1 2016.
  • Funds reported $2.9B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2016, down 15% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2016 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2016 was Fisher Asset Management, an estimated $34.9M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2016 was Windhaven Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2016.