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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Bluefin Capital Management
New York
$886K -$6.32M -206,797 -88%
BPB
177
Badgley, Phelps & Bell
Washington
$876K +$54K +1,768 +7%
OIA
178
OneDigital Investment Advisors
Kansas
$866K +$48.1K +1,574 +6%
IWP
179
IAG Wealth Partners
Wisconsin
$862K -$149K -4,879 -15%
SCM
180
Stonehearth Capital Management
Massachusetts
$858K +$105K +3,421 +14%
OIA
181
Optimum Investment Advisors
Illinois
$842K -$44.3K -1,450 -5%
CGFA
182
Colton Groome Financial Advisors
North Carolina
$804K -$10.6K -348 -1%
Citigroup
183
Citigroup
New York
$798K +$174K +5,688 +27%
NA
184
Nottingham Advisors
New York
$788K
SFG
185
SNS Financial Group
Minnesota
$773K -$52.7K -1,723 -6%
FAIM
186
Financial Advocates Investment Management
Washington
$766K +$1.44K +47 +0.2%
PP
187
PrairieView Partners
Minnesota
$756K -$40.2K -1,315 -5%
HKAM
188
Horizon Kinetics Asset Management
New York
$726K
OCPWS
189
One Charles Private Wealth Services
Massachusetts
$724K +$95K +3,109 +15%
SCA
190
Stillwater Capital Advisors
Pennsylvania
$713K -$22.2K -725 -3%
FAAS
191
First Allied Advisory Services
California
$700K +$43.7K +1,431 +7%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$674K -$32.8K -1,073 -5%
GSIS
193
Global Strategic Investment Solutions
Arizona
$669K +$447K +14,622 +195%
SWM
194
SeaCrest Wealth Management
New York
$659K -$184K -6,018 -22%
CC
195
Courier Capital
New York
$652K +$22K +720 +4%
HC
196
HNP Capital
New York
$652K +$341K +11,143 +111%
HF
197
HRT Financial
New York
$644K +$652K +21,317 New
RCA
198
Ranch Capital Advisors
Florida
$637K -$87.6K -2,865 -12%
RJT
199
Raymond James Trust
Florida
$617K +$201K +6,564 +47%
EWM
200
Endurance Wealth Management
Rhode Island
$609K

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.