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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
176
Charles Schwab
California
$1.72M -$165K -5,262 -9%
EWM
177
Echo Wealth Management
Minnesota
$1.53M +$1.53M +48,896 New
CFG
178
Cooper Financial Group
California
$1.51M +$12.5K +400 +0.8%
FAIM
179
Financial Advocates Investment Management
Washington
$1.48M +$62.9K +2,005 +4%
RJT
180
Raymond James Trust
Florida
$1.47M +$498K +15,881 +51%
NGA
181
Naples Global Advisors
Florida
$1.43M -$155K -4,951 -10%
RFO
182
RiverGlades Family Offices
Florida
$1.43M +$29.8K +950 +2%
VFA
183
Voya Financial Advisors
Connecticut
$1.42M +$202K +6,427 +17%
AI
184
Atria Investments
North Carolina
$1.41M +$302K +9,634 +27%
UFA
185
US Financial Advisors
Massachusetts
$1.41M +$1.4M +44,763 New
BII
186
Bainco International Investors
Massachusetts
$1.36M -$699K -22,290 -34%
SW
187
SkyOak Wealth
Michigan
$1.35M -$336K -10,714 -20%
UCFA
188
United Capital Financial Advisors
Texas
$1.34M -$124K -3,949 -8%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$1.33M -$4.34M -138,500 -77%
BSWM
190
Boston Standard Wealth Management
Massachusetts
$1.31M +$150K +4,794 +13%
CWA
191
Clearview Wealth Advisors
Oregon
$1.29M +$1.29M +41,193 New
RC
192
Roundview Capital
New Jersey
$1.29M
GCA
193
Gradient Capital Advisors
California
$1.26M +$3.17K +101 +0.3%
OFG
194
OTA Financial Group
New York
$1.2M +$1.2M +38,175 New
OIA
195
Optimum Investment Advisors
Illinois
$1.18M +$93.2K +2,970 +9%
OCM
196
Orion Capital Management
California
$1.16M +$1.16M +37,036 New
EA
197
Eclectic Associates
California
$1.16M +$1.16M +36,871 New
Franklin Resources
198
Franklin Resources
California
$1.14M -$11K -350 -1%
RG
199
Retirement Group
California
$1.12M -$25.6K -815 -2%
LA
200
LexAurum Advisors
Kansas
$1.1M +$11.2K +357 +1%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.