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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

126 hedge funds and large institutions have $2.81B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 5 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
16
Increased
53
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$309M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$398M
3
RW
3
Rand Wealth
Maryland
$18.8M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M
5
Wells Fargo
5
Wells Fargo
California
$23.6M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$995M
2
JG
2
Jefferies Group
New York
$483K
3
Morgan Stanley
3
Morgan Stanley
New York
$53.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.72M
5
AssetMark Inc
5
AssetMark Inc
California
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$995M 32,293,809 -2,204,303 -6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$398M 12,929,916 +811,850 +7%
Bank of America
3
Bank of America
North Carolina
$309M 10,034,860 +5,449,924 +119%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M 8,947,485 +457,732 +5%
State Street
5
State Street
Massachusetts
$132M 4,298,149 +211,359 +5%
BTS
6
BB&T Securities
Virginia
$132M 428,668 +16,917 +4%
RIG
7
RiverFront Investment Group
Virginia
$95.2M 3,090,728 +81,444 +3%
VA
8
Valmark Advisers
Ohio
$79M 2,563,790 +136,202 +6%
Morgan Stanley
9
Morgan Stanley
New York
$53.3M 1,728,466 -173,830 -9%
Wells Fargo
10
Wells Fargo
California
$23.6M 764,394 +296,864 +63%
3AM
11
3D Asset Management
Connecticut
$22.2M 719,435 +36,504 +5%
BCI
12
Brinker Capital Investments
Pennsylvania
$21.5M 699,418 -9,928 -1%
Lazard Asset Management
13
Lazard Asset Management
New York
– – – –
RW
14
Rand Wealth
Maryland
$18.8M 611,330 +611,330 New
HF
15
Hoxton Financial
West Virginia
$17.6M 571,725 -2,416 -0.4%
U
16
UBS
Switzerland
$15.4M 498,430 +48,346 +11%
Ohio Public Employees Retirement System (OPERS)
17
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M 417,366 – –
AssetMark Inc
18
AssetMark Inc
California
$11.9M 387,010 -47,453 -11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.07M 262,028 +17,037 +7%
WT
20
Whittier Trust
California
$7.28M 236,425 -27,415 -10%
GAM
21
Gemmer Asset Management
California
$7.14M 231,575 +10,227 +5%
FAAM
22
First Allied Asset Management
California
$6.34M 204,056 +2,077 +1%
BFA
23
Beaumont Financial Advisors
Massachusetts
$6.09M 195,679 +65,886 +51%
ACM
24
Antonetti Capital Management
Florida
$5.6M 181,768 +5,599 +3%
HCMT
25
Highland Capital Management (Tennessee)
Tennessee
$5.07M 164,686 +44,313 +37%
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