We are live on ! Find out more
SPSB icon

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
FSA
201
Financial Sense Advisors
California
$1.08M -$7.33M -233,678 -87%
TCWM
202
Total Clarity Wealth Management
Illinois
$1.07M +$101K +3,207 +10%
22CM
203
20/20 Capital Management
California
$1.06M -$265K -8,453 -20%
VSWA
204
Vontobel Swiss Wealth Advisors
Switzerland
$1.05M -$647K -20,625 -38%
BPB
205
Badgley, Phelps & Bell
Washington
$1.04M +$32.6K +1,039 +3%
SCA
206
Stillwater Capital Advisors
Pennsylvania
$1.01M +$192K +6,115 +23%
WTC
207
WhitTier Trust Company
Nevada
$992K -$3.29K -105 -0.3%
SFG
208
SNS Financial Group
Minnesota
$988K -$43.5K -1,386 -4%
PPSG
209
Princeton Portfolio Strategies Group
New Jersey
$973K +$439K +14,000 +82%
WT
210
Whittier Trust
California
$958K -$3.33K -106 -0.3%
SW
211
SteelPeak Wealth
California
$953K -$123K -3,926 -11%
AFC
212
AFT Forsyth & Company
Florida
$951K +$50.2K +1,600 +6%
3F
213
360 Financial
Minnesota
$937K +$100K +3,192 +12%
GL
214
Graypoint LLC
New York
$934K +$250K +7,980 +37%
SWMG
215
Strategic Wealth Management Group
Maryland
$864K -$2.42K -77 -0.3%
CAN
216
Cetera Advisor Networks
California
$863K +$84K +2,677 +11%
MA
217
Mutual Advisors
Nebraska
$845K +$173K +5,524 +26%
W
218
Wealthquest
Ohio
$843K -$267K -8,509 -24%
CAGAS
219
Capital Advisory Group Advisory Services
Minnesota
$831K +$29.6K +944 +4%
NA
220
Nottingham Advisors
New York
$818K
KMWM
221
Keudell/Morrison Wealth Management
Oregon
$814K +$31.4K +1,000 +4%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$810K +$71.9K +2,292 +10%
AWMS
223
Advocacy Wealth Management Services
Georgia
$801K -$177K -5,648 -18%
MMA
224
Miracle Mile Advisors
California
$790K -$50.6K -1,613 -6%
OGF
225
Orin Green Financial
California
$785K +$784K +25,007 New

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.