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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

97 hedge funds and large institutions have $997M invested in SPDR Portfolio Short Term Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
18
Increased
45
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$51.1M
2
Bank of America
2
Bank of America
North Carolina
$63.1M
3
QA
3
Quantitative Advantage
Minnesota
$20.2M
4
3AM
4
3D Asset Management
Connecticut
$18.8M
5
U
5
UBS
Switzerland
$19.6M

Top Sellers

1
EFM
1
Equinox Fund Management
Colorado
$0
2
CS
2
Credit Suisse
Switzerland
$296K
3
WI
3
WBI Investments
New Jersey
$0
4
SI
4
Stephens Inc
Arkansas
$15.8M
5
Barclays
5
Barclays
United Kingdom
$182K
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$331M 10,751,722 +403,089 +4%
State Street
2
State Street
Massachusetts
$120M 3,895,220 +17,540 +0.5%
VA
3
Valmark Advisers
Ohio
$67.3M 2,190,800 +79,324 +4%
Bank of America
4
Bank of America
North Carolina
$63.1M 2,052,653 +832,630 +68%
Morgan Stanley
5
Morgan Stanley
New York
$59.9M 1,949,778 +64,904 +3%
LPL Financial
6
LPL Financial
California
$51.1M 1,667,637 +1,647,868 +8,336%
Ohio Public Employees Retirement System (OPERS)
7
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.5M 1,316,135 – –
Wells Fargo
8
Wells Fargo
California
$27M 877,705 +11,357 +1%
BCI
9
Brinker Capital Investments
Pennsylvania
$22.3M 725,946 +2,411 +0.3%
QA
10
Quantitative Advantage
Minnesota
$20.2M 656,368 +656,368 New
U
11
UBS
Switzerland
$19.6M 638,047 +510,870 +402%
3AM
12
3D Asset Management
Connecticut
$18.8M 610,430 +600,428 +6,003%
SI
13
Stephens Inc
Arkansas
$15.8M 512,610 -451,850 -47%
AssetMark Inc
14
AssetMark Inc
California
$13.5M 439,909 +439,909 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.79M 318,315 +316,963 +23,444%
WT
16
Whittier Trust
California
$9.12M 296,638 -7,474 -2%
William Blair & Company
17
William Blair & Company
Illinois
$6.75M 219,712 -14,292 -6%
JG
18
Jefferies Group
New York
$6.01M 195,399 +195,399 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.22M 169,723 +147,493 +663%
HC
20
HHG & Company
Connecticut
$4.82M 156,699 -413 -0.3%
TAT
21
TD Ameritrade Trust
Colorado
$4.39M 142,721 -7,186 -5%
PFM
22
PacWest Financial Management
Arizona
$4.2M 136,745 +45 +0%
ACM
23
Antonetti Capital Management
Florida
$4.17M 135,758 +79,810 +143%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.76M 122,398 +96,478 +372%
FC
25
FCA Corp
Texas
$3.59M 116,750 +995 +0.9%
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