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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
PCTC
176
Perkins Coie Trust Company
Washington
$19K – – –
AA
177
Apriem Advisors
California
$18K -$673 -22 -4%
GI
178
Gradient Investments
Minnesota
$16K – – –
Citigroup
179
Citigroup
New York
$15K -$13.3K -436 -47%
LNB
180
Ledyard National Bank
$15K – – –
DAM
181
Delta Asset Management
Tennessee
$14K – – –
VIA
182
Vantage Investment Advisors
Pennsylvania
$13K – – –
GWM
183
Geneos Wealth Management
Colorado
$11K – – –
WEC
184
Winslow Evans & Crocker
Massachusetts
$9.43K – – –
SF
185
Synovus Financial
Georgia
$5K -$56.6K -1,850 -91%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$5K -$11.4K -372 -70%
TFA
187
Transamerica Financial Advisors
Florida
$2K +$153 +5 +8%
CAW
188
Cornerstone Advisors (Washington)
Washington
$2K +$2.2K +72 New
GRP
189
Global Retirement Partners
California
$1K +$1.44K +47 New
WIM
190
Windhaven Investment Management
Massachusetts
– -$547M -17,791,744 Closed
Wolverine Trading
191
Wolverine Trading
Illinois
– -$11.6M -378,839 Closed
Barclays
192
Barclays
United Kingdom
– -$11.6M -376,000 Closed
Citadel Advisors
193
Citadel Advisors
Florida
– -$3.43M -111,370 Closed
VKH
194
Virtu KCG Holdings
New York
– -$3.13M -101,885 Closed
JG
195
Jefferies Group
New York
– -$3.09M -100,284 Closed
TSS
196
Two Sigma Securities
New York
– -$981K -31,870 Closed
ACM
197
Aviance Capital Management
Florida
– -$685K -22,251 Closed
DS
198
DRW Securities
Illinois
– -$523K -16,998 Closed
GHA
199
GW Henssler & Associates
Georgia
– -$243K -7,890 Closed
IAA
200
Ironsides Asset Advisors
North Carolina
– -$231K -7,507 Closed
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.