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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

381 hedge funds and large institutions have $5.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 113

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

11% more capital invested

Capital invested by funds: $4.71B → $5.2B (+$495M)

3.65% more ownership

Funds ownership: 68.82% → 72.46% (+3.6%)

1% more funds holding

Funds holding: 378 → 381 (+3)

5% less funds holding in top 10

Funds holding in top 10: 43 → 41 (-2)

Holders
381
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
7.69%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
39
Increased
166
Reduced
113
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$281M
2
Ameriprise
Ameriprise
Minnesota
+$28.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$25.3M
4
Truist Financial
Truist Financial
North Carolina
+$21.3M
5
USAA
United Services Automobile Association
Texas
+$18.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$81.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$28.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$20.7M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
GF
Goodman Financial
Texas
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
176
Roundview Capital
New Jersey
$1.29M -$9.76K -311 -0.8%
KAS
177
Kestra Advisory Services
Texas
$1.26M +$1.26M +40,144 New
GCA
178
Gradient Capital Advisors
California
$1.25M +$7.03K +224 +0.6%
CSA
179
Cottage Street Advisors
Massachusetts
$1.23M -$668K -21,288 -35%
VFA
180
Voya Financial Advisors
Connecticut
$1.22M +$683K +21,755 +127%
BSWM
181
Boston Standard Wealth Management
Massachusetts
$1.16M +$39.4K +1,255 +4%
Franklin Resources
182
Franklin Resources
California
$1.15M – – –
RG
183
Retirement Group
California
$1.13M +$81K +2,581 +8%
VAG
184
VisionPoint Advisory Group
Texas
$1.11M +$1.11M +35,372 New
W
185
Wealthquest
Ohio
$1.11M +$31.7K +1,012 +3%
AI
186
Atria Investments
North Carolina
$1.11M +$42.7K +1,360 +4%
LFAS
187
Level Four Advisory Services
Texas
$1.09M -$1.04M -33,029 -49%
LA
188
LexAurum Advisors
Kansas
$1.09M +$15.6K +498 +1%
OIA
189
Optimum Investment Advisors
Illinois
$1.08M +$47.1K +1,500 +5%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$1.08M +$181K +5,756 +20%
SW
191
SteelPeak Wealth
California
$1.07M +$171K +5,437 +19%
MIAN
192
Mariner Independent Advisor Network
Kansas
$1.07M +$1.07M +34,156 New
SFG
193
SNS Financial Group
Minnesota
$1.03M +$261K +8,310 +34%
BPB
194
Badgley, Phelps & Bell
Washington
$1M +$68.2K +2,175 +7%
WTC
195
WhitTier Trust Company
Nevada
$994K -$9.41K -300 -0.9%
MFG
196
MidWestOne Financial Group
Iowa
$990K +$990K +31,551 New
AWMS
197
Advocacy Wealth Management Services
Georgia
$976K -$20.7M -660,963 -95%
RJT
198
Raymond James Trust
Florida
$971K +$274K +8,732 +39%
TCWM
199
Total Clarity Wealth Management
Illinois
$969K +$93.2K +2,972 +11%
WT
200
Whittier Trust
California
$961K – – –
6 7
8
9 10

SPSB Hedge Fund Activity: Q3 2020 in Review

381 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2020, worth a combined $5.2B — up 11% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 33 closed out — a net gain of 6 holders — while 166 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $281M. The largest seller was Jane Street, cutting an estimated $81.8M.

  • 381 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2020, up from 378 in Q2 2020.
  • Funds reported $5.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2020 and 33 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $281M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2020 was Jane Street, an estimated $81.8M sold.

Based on aggregated 13F filings for Q3 2020.