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State Street SPDR Portfolio Short Term Corporate Bond ETF

326 hedge funds and large institutions have $3.34B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

9% more capital invested

Capital invested by funds: $3.06B → $3.34B (+$277M)

8% more funds holding

Funds holding: 303326 (+23)

0.11% more ownership

Funds ownership: 62.72%62.83% (+0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3230 (-2)

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.06%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Strategic Wealth Management Group
Maryland
$844K -$86.4K -2,849 -9%
JIC
177
JRM Investment Counsel
Nebraska
$843K +$145K +4,766 +21%
DWM
178
Dakota Wealth Management
Florida
$837K +$166K +5,477 +25%
ATC
179
Argent Trust Co
Tennessee
$820K -$39.7K -1,308 -5%
NA
180
Nottingham Advisors
New York
$796K -$6.07K -200 -0.8%
BHWM
181
Bay Harbor Wealth Management
Maryland
$793K +$120K +3,970 +18%
W
182
WealthOne
New York
$791K +$588K +19,374 +297%
FAAS
183
First Allied Advisory Services
California
$783K +$239K +7,869 +44%
AA
184
Ancora Advisors
Ohio
$764K
ANTB
185
AMG National Trust Bank
Colorado
$763K +$539K +17,751 +246%
FAIM
186
Financial Advocates Investment Management
Washington
$753K +$465K +15,322 +164%
HKAM
187
Horizon Kinetics Asset Management
New York
$733K +$728K +24,000 New
SCA
188
Stillwater Capital Advisors
Pennsylvania
$727K +$139K +4,565 +24%
TIM
189
Tortoise Investment Management
New York
$723K -$24.8K -817 -3%
GCA
190
Gradient Capital Advisors
California
$723K +$118K +3,904 +20%
SFG
191
StrategIQ Financial Group
Indiana
$713K +$709K +23,355 New
KBFS
192
Kohmann Bosshard Financial Services
Ohio
$665K -$200K -6,577 -23%
AIA
193
Avalon Investment & Advisory
Texas
$650K
FTS
194
Fifth Third Securities
Ohio
$645K +$124K +4,072 +24%
SS
195
Simplicity Solutions
Minnesota
$641K -$161K -5,292 -20%
SC
196
Stratford Consulting
Texas
$637K +$21.1K +696 +3%
EWM
197
Endurance Wealth Management
Rhode Island
$632K
FC
198
Forte Capital
New York
$587K +$25.7K +847 +5%
HighTower Advisors
199
HighTower Advisors
Illinois
$566K -$250K -8,235 -31%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$559K -$7.79M -256,908 -94%

SPSB Hedge Fund Activity: Q1 2019 in Review

326 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2019, worth a combined $3.34B — up 9% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPSB positions and 28 closed out — a net gain of 28 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $55.1M. The largest seller was Stadion Money Management, cutting an estimated $48.5M.

  • 326 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2019, up from 303 in Q4 2018.
  • Funds reported $3.34B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2019, up 9% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2019 and 28 closed out, a net change of +28 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $55.1M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2019 was Stadion Money Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2019.