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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

156 hedge funds and large institutions have $2.7B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.4%
New
31
Increased
52
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JG
1
Jefferies Group
New York
$38.8M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Wells Fargo
3
Wells Fargo
California
$41.2M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$441M
5
APSP
5
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.05M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$56.8M
2
WIM
2
Windhaven Investment Management
Massachusetts
$830M
3
BTS
3
BB&T Securities
Virginia
$7.35M
4
CI
4
CAZ Investments
Texas
$7.19M
5
B
5
Bailard
California
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$830M 27,120,151 -780,627 -3%
Bank of America
2
Bank of America
North Carolina
$507M 16,566,893 -17,289 -0.1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$441M 14,411,372 +332,553 +2%
State Street
4
State Street
Massachusetts
$149M 4,868,268 +195,014 +4%
VA
5
Valmark Advisers
Ohio
$128M 4,195,082 +75,072 +2%
RIG
6
RiverFront Investment Group
Virginia
$56.8M 1,854,641 -5,318,975 -74%
Wells Fargo
7
Wells Fargo
California
$41.2M 1,344,942 +612,179 +84%
ST
8
Spinnaker Trust
Maine
$40.6M 1,328,195 +29,046 +2%
JG
9
Jefferies Group
New York
$38.8M 1,269,326 +1,230,616 +3,179%
Morgan Stanley
10
Morgan Stanley
New York
$32.1M 1,048,860 +90,580 +9%
UBS Group
11
UBS Group
Switzerland
$31.4M 1,025,828 +155,310 +18%
RW
12
Rand Wealth
Maryland
$23.8M 779,159 +8,282 +1%
LPL Financial
13
LPL Financial
California
$22.5M 735,076 +664,843 +947%
BWM
14
Baystate Wealth Management
Massachusetts
$21.2M 692,807 +70,234 +11%
Lazard Asset Management
15
Lazard Asset Management
New York
– – – –
3AM
16
3D Asset Management
Connecticut
$19M 622,420 +6,841 +1%
HF
17
Hoxton Financial
West Virginia
$17.9M 586,535 +21,215 +4%
RJA
18
Raymond James & Associates
Florida
$16.1M 525,992 +64,090 +14%
MAA
19
Managed Account Advisors
New Jersey
$11.9M 387,849 +20,776 +6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.29M 303,588 -142,556 -32%
SRSA
21
S.R. Schill & Associates
Washington
$8.86M 289,576 -4,027 -1%
GAM
22
Gemmer Asset Management
California
$8.54M 279,119 -12,694 -4%
APSP
23
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.05M 263,010 +263,010 New
NC
24
NewSquare Capital
Pennsylvania
$8.01M 261,588 +261,588 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.41M 242,177 +242,177 New
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