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State Street SPDR Portfolio Short Term Corporate Bond ETF

364 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% less ownership

Funds ownership: 67.3%66.18% (-1.1%)

5% less funds holding

Funds holding: 382364 (-18)

9% less funds holding in top 10

Funds holding in top 10: 4440 (-4)

11% less capital invested

Capital invested by funds: $4.45B → $3.97B (-$475M)

18% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 49

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
364
Holders Change
-18
Holders Change %
-4.71%
% of All Funds
8.02%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.88%
New
40
Increased
115
Reduced
151
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Argent Trust Co
Tennessee
$604K
EK
202
Evensky & Katz
Florida
$600K -$5.17K -169 -0.8%
3AM
203
3D Asset Management
Connecticut
$589K -$370K -12,095 -38%
PA
204
Pinnacle Associates
New York
$589K +$242K +7,920 +69%
JCM
205
Jacobi Capital Management
Pennsylvania
$576K +$440K +14,393 +309%
LA
206
LexAurum Advisors
Kansas
$575K -$123K -4,026 -17%
Creative Planning
207
Creative Planning
Kansas
$560K +$336K +10,985 +146%
EML
208
Eos Management LP
New York
$560K +$566K +18,500 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$559K
GL
210
Graypoint LLC
New York
$552K +$558K +18,263 New
FTIOP
211
Fiduciary Trust International of Pennsylvania
Pennsylvania
$545K
CAN
212
Cetera Advisor Networks
California
$544K +$253K +8,275 +85%
LJAC
213
L.J. Altfest & Co
New York
$541K -$133K -4,339 -20%
CCA
214
Catalyst Capital Advisors
New York
$533K
SMC
215
Smith, Moore & Co
Missouri
$531K +$31.1K +1,016 +6%
PSUF
216
People's United Financial
Connecticut
$528K +$145K +4,741 +37%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$521K -$354K -11,585 -40%
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$517K +$241K +7,880 +85%
TA
219
TCG Advisors
Texas
$515K -$247K -8,065 -32%
SC
220
Stratford Consulting
Texas
$502K +$764 +25 +0.2%
GAM
221
Gould Asset Management
California
$500K +$20.8K +680 +4%
SSWM
222
Sheets Smith Wealth Management
North Carolina
$490K -$30.2K -988 -6%
IAN
223
Integrated Advisors Network
Texas
$486K +$26.4K +864 +6%
SA
224
Stewardship Advisors
Pennsylvania
$473K -$3.9M -127,447 -89%
MIAN
225
Mariner Independent Advisor Network
Kansas
$466K -$195K -6,366 -29%

SPSB Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2020, worth a combined $3.97B — down 11% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SPSB and 40 opened new positions — a net loss of 9 holders — while 151 trimmed existing stakes and 115 added.

The largest buyer was Jane Street, adding an estimated $125M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $251M sold.

  • 364 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2020, down from 382 in Q4 2019.
  • Funds reported $3.97B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 40 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2020 and 49 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $125M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2020.