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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
201
Avalon Investment & Advisory
Texas
$656K
CC
202
Courier Capital
New York
$654K +$260K +8,450 +66%
SS
203
Simplicity Solutions
Minnesota
$649K +$648K +21,046 New
SG
204
Swarthmore Group
Pennsylvania
$636K +$235K +7,625 +59%
SCM
205
Stonehearth Capital Management
Massachusetts
$629K +$166K +5,400 +36%
OIA
206
Optimum Investment Advisors
Illinois
$623K +$622K +20,200 New
Citigroup
207
Citigroup
New York
$610K -$11.4M -369,372 -95%
EK
208
Evensky & Katz
Florida
$608K +$181K +5,886 +43%
BAS
209
Brown Advisory Securities
Maryland
$595K -$125K -4,063 -17%
LWS
210
Lucia Wealth Services
California
$574K -$33K -1,073 -5%
DWT
211
Dorsey & Whitney Trust
South Dakota
$572K -$40K -1,300 -7%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$559K
FTIOP
213
Fiduciary Trust International of Pennsylvania
Pennsylvania
$555K
TA
214
TCG Advisors
Texas
$551K +$197K +6,415 +56%
CCA
215
Catalyst Capital Advisors
New York
$544K
EWM
216
Endurance Wealth Management
Rhode Island
$530K
SMC
217
Smith, Moore & Co
Missouri
$523K +$155K +5,037 +42%
CG
218
Colony Group
Massachusetts
$512K +$272K +8,850 +114%
SC
219
Stratford Consulting
Texas
$510K +$1.23K +40 +0.2%
CCG
220
Ceeto Capital Group
Florida
$508K +$76.9K +2,500 +25%
SCA
221
Stillwater Capital Advisors
Pennsylvania
$503K -$61.6K -2,000 -11%
LP
222
LGL Partners
Pennsylvania
$494K -$457K -14,838 -48%
SCA
223
Snowden Capital Advisors
New York
$492K +$20.4K +663 +4%
FMC
224
First Merchants Corp
Indiana
$487K +$38.5K +1,250 +9%
BL
225
BFSG LLC
California
$485K +$110K +3,575 +29%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.