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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

140 hedge funds and large institutions have $2.72B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
3.74%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
26
Increased
57
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$124M
2
CI
2
CAZ Investments
Texas
$21.6M
3
ST
3
Spinnaker Trust
Maine
$39.3M
4
UBS Group
4
UBS Group
Switzerland
$18.1M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$423M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$885M
2
RIG
2
RiverFront Investment Group
Virginia
$83.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$6.12M
4
Ohio Public Employees Retirement System (OPERS)
4
Ohio Public Employees Retirement System (OPERS)
Ohio
$0
5
SCM
5
Saba Capital Management
New York
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$885M 28,950,646 -2,540,444 -8%
Bank of America
2
Bank of America
North Carolina
$494M 16,166,091 +259,339 +2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$423M 13,844,139 +337,802 +3%
State Street
4
State Street
Massachusetts
$139M 4,533,046 +208,565 +5%
VA
5
Valmark Advisers
Ohio
$124M 4,055,272 +1,436,677 +55%
BTS
6
BB&T Securities
Virginia
$108M 354,757 -1,987 -0.6%
RIG
7
RiverFront Investment Group
Virginia
$83.6M 2,734,035 -460,702 -14%
ST
8
Spinnaker Trust
Maine
$39.3M 1,283,977 +693,847 +118%
Morgan Stanley
9
Morgan Stanley
New York
$33.2M 1,084,971 -114,524 -10%
RW
10
Rand Wealth
Maryland
$23M 749,497 +134,020 +22%
Wells Fargo
11
Wells Fargo
California
$22.2M 726,350 +38,787 +6%
CI
12
CAZ Investments
Texas
$21.6M 705,950 +705,950 New
Lazard Asset Management
13
Lazard Asset Management
New York
– – – –
3AM
14
3D Asset Management
Connecticut
$18.8M 614,397 -85,551 -12%
UBS Group
15
UBS Group
Switzerland
$18.1M 593,241 +593,241 New
HF
16
Hoxton Financial
West Virginia
$18M 587,781 -3,998 -0.7%
BCI
17
Brinker Capital Investments
Pennsylvania
$14.1M 462,402 -107,296 -19%
B
18
Bailard
California
$12.9M 421,658 +40,962 +11%
RJA
19
Raymond James & Associates
Florida
$10.2M 332,682 +172,475 +108%
SRSA
20
S.R. Schill & Associates
Washington
$9.25M 302,482 +302,482 New
AssetMark Inc
21
AssetMark Inc
California
$9.22M 301,406 -77,985 -21%
FAAM
22
First Allied Asset Management
California
$8.54M 278,427 -3,910 -1%
TAT
23
TD Ameritrade Trust
Colorado
$8.47M 277,104 +115,657 +72%
GAM
24
Gemmer Asset Management
California
$8.21M 268,368 +27,708 +12%
HCMT
25
Highland Capital Management (Tennessee)
Tennessee
$6.66M 217,835 +22,889 +12%
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