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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

183 hedge funds and large institutions have $2.9B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 13 closing their positions.

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
4.89%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
27
Increased
68
Reduced
58
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Members Trust
1
Members Trust
Florida
$58.4M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$565M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$22.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$19M
5
State Street
5
State Street
Massachusetts
$189M

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$574M
2
SMM
2
Stadion Money Management
Georgia
$26.6M
3
Bank of America
3
Bank of America
North Carolina
$400M
4
LPL Financial
4
LPL Financial
California
$19M
5
UBS Group
5
UBS Group
Switzerland
$37.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$574M 18,634,464 -11,673,050 -39%
Fisher Asset Management
2
Fisher Asset Management
Washington
$565M 18,368,596 +1,137,699 +7%
Bank of America
3
Bank of America
North Carolina
$400M 12,989,742 -1,271,827 -9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330M 10,725,623 +78,939 +0.7%
State Street
5
State Street
Massachusetts
$189M 6,135,660 +356,094 +6%
VA
6
Valmark Advisers
Ohio
$116M 3,771,270 -33,328 -0.9%
Members Trust
7
Members Trust
Florida
$58.4M 1,895,688 +1,895,688 New
AssetMark Inc
8
AssetMark Inc
California
$45.4M 1,473,377 -99,911 -6%
UBS Group
9
UBS Group
Switzerland
$37.5M 1,217,787 -709,992 -37%
ST
10
Spinnaker Trust
Maine
$33.4M 1,084,823 -92,541 -8%
Wells Fargo
11
Wells Fargo
California
$32.2M 1,047,692 -89,480 -8%
Morgan Stanley
12
Morgan Stanley
New York
$28.7M 930,896 +89,783 +11%
SMM
13
Stadion Money Management
Georgia
$26.6M 863,953 -7,870,435 -90%
BWM
14
Baystate Wealth Management
Massachusetts
$25.6M 830,919 -27,266 -3%
MWM
15
Mission Wealth Management
California
$23.4M 760,617 +181,990 +31%
SGAM
16
Steinberg Global Asset Management
Florida
$23.4M 759,084 +27,535 +4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$22.3M 725,354 +640,204 +752%
RW
18
Rand Wealth
Maryland
$20.1M 651,822 +18,538 +3%
LPL Financial
19
LPL Financial
California
$19M 617,370 -711,120 -54%
UCFA
20
United Capital Financial Advisors
Texas
$19M 613,203 +613,203 New
Lazard Asset Management
21
Lazard Asset Management
New York
– – – –
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$15.5M 504,024 +308,323 +158%
BTS
23
BB&T Securities
Virginia
$12.1M 393,709 +28,826 +8%
GFG
24
Gray Financial Group
Georgia
$11.6M 376,179 -32,660 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.7M 346,794 +114,093 +49%
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