State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
188 hedge funds and large institutions have $2.46B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 28 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
1% less funds holding
Funds holding: 189 → 188 (-1)
2% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 63
7.21% less ownership
Funds ownership: 77.03% → 69.83% (-7.2%)
14% less capital invested
Capital invested by funds: $2.87B → $2.46B (-$405M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$65.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$49M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$21.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.3M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$547M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$232M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$11.6M |
| 4 |
Barclays
London,
United Kingdom
|
-$11.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$7.17M |
SPSB Hedge Fund Activity: Q4 2016 in Review
188 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2016, worth a combined $2.46B — down 14% from $2.87B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPSB positions and 28 closed out — a net gain of 2 holders — while 62 added to existing stakes and 63 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $65.9M. The largest seller was Windhaven Investment Management, exiting entirely with an estimated $547M sold.
- 188 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2016, down from 189 in Q3 2016.
- Funds reported $2.46B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2016, down 14% quarter-over-quarter.
- 30 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2016 and 28 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2016 was WBI Investments, an estimated $65.9M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2016 was Windhaven Investment Management, an estimated $547M sold.
Based on aggregated 13F filings for Q4 2016.