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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
Neuberger Berman Group
201
Neuberger Berman Group
New York
– -$215K -7,000 Closed
DWM
202
Destination Wealth Management
California
– -$204K -6,619 Closed
Walleye Trading
203
Walleye Trading
New York
– -$90K -2,913 Closed
WCM
204
Wealthcare Capital Management
Virginia
– -$73K -2,358 Closed
NFG
205
Next Financial Group
Texas
– -$50K -1,635 Closed
CYG
206
Clean Yield Group
Vermont
– -$37K -1,215 Closed
PFBT
207
Parkside Financial Bank & Trust
Missouri
– -$33K -1,067 Closed
TWA
208
TCI Wealth Advisors
Arizona
– -$27K -880 Closed
JFA
209
JNBA Financial Advisors
Minnesota
– -$14K -461 Closed
S
210
SignatureFD
Georgia
– -$14K -461 Closed
MA
211
MCF Advisors
Kentucky
– -$13K -409 Closed
CWM
212
Concert Wealth Management
California
– -$12K -407 Closed
NC
213
NewSquare Capital
Pennsylvania
– -$11K -355 Closed
ACM
214
Argentus Capital Management
Texas
– -$9K -306 Closed
WAS
215
Winch Advisory Services
Wisconsin
– -$9K -294 Closed
FANJ
216
Financial Architects (New Jersey)
New Jersey
– -$6K -200 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.