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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
201
Clearwater Capital Advisors
Illinois
$190K +$191K +6,297 New
1IA
202
1834 Investment Advisors
Wisconsin
$184K -$2.06K -68 -1%
SWP
203
Stratos Wealth Partners
Ohio
$130K +$131K +4,316 New
AP
204
Arlington Partners
Alabama
$128K +$19.9K +659 +18%
RCA
205
Rowland Carmichael Advisors
Arizona
$126K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$123K
WA
207
WealthTrust-Arizona
Arizona
$122K
EK
208
Evensky & Katz
Florida
$121K +$122K +4,034 New
TCM
209
TD Capital Management
Tennessee
$119K +$363 +12 +0.3%
OIA
210
OneDigital Investment Advisors
Kansas
$117K +$13K +428 +12%
IWM
211
IHT Wealth Management
Illinois
$102K +$102K +3,375 New
VIA
212
Vantage Investment Advisors
Pennsylvania
$73K -$30.2K -997 -29%
SGAM
213
Stephens Group Asset Management
Arkansas
$72K +$72.7K +2,400 New
TL
214
TrueWealth LLC
Georgia
$61K +$30 +1 +0%
TDC
215
Thompson Davis & Co
Virginia
$60K
SEI Investments
216
SEI Investments
Pennsylvania
$57K +$57.3K +1,894 New
FRA
217
Front Row Advisors
California
$56K +$151 +5 +0.3%
YWP
218
YorkBridge Wealth Partners
New York
$55K
LGWM
219
Litman Gregory Wealth Management
California
$55K +$24.2K +798 +79%
APA
220
American Portfolios Advisors
New York
$54.1K -$4.39K -145 -7%
CAL
221
Capital Advisors Ltd
Ohio
$49K
AF
222
Advisornet Financial
Minnesota
$44K +$2.88K +95 +7%
RFC
223
Regions Financial Corp
Alabama
$36K
SWM
224
SeaCrest Wealth Management
New York
$34K
NPP
225
New Potomac Partners
Maryland
$30K

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.