State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
228 hedge funds and large institutions have $2.22B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.
176% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 21
58% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 53
19% more funds holding
Funds holding: 191 → 228 (+37)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
6% more capital invested
Capital invested by funds: $2.1B → $2.22B (+$117M)
0.83% less ownership
Funds ownership: 62.78% → 61.95% (-0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$25.6M |
| 2 |
T
Thomaspartners
Boston,
Massachusetts
|
+$23.2M |
| 3 |
CFGF
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
+$12M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$11.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
-$30.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$26.5M |
| 3 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$21M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.69M |
| 5 |
Bank of New York Mellon
New York
|
-$5.32M |
SPSB Hedge Fund Activity: Q4 2017 in Review
228 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2017, worth a combined $2.22B — up 5.6% from $2.1B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SPSB positions and 21 closed out — a net gain of 37 holders — while 84 added to existing stakes and 53 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $25.6M. The largest seller was Bailard, cutting an estimated $30.8M.
- 228 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2017, up from 191 in Q3 2017.
- Funds reported $2.22B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2017, up 5.6% quarter-over-quarter.
- 58 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2017 and 21 closed out, a net change of +37 holders.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2017 was Valmark Advisers, an estimated $25.6M added.
- The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2017 was Bailard, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2017.