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State Street SPDR Portfolio Short Term Corporate Bond ETF

254 hedge funds and large institutions have $2.43B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 66

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

11% more funds holding

Funds holding: 228254 (+26)

11% more capital invested

Capital invested by funds: $2.19B → $2.43B (+$243M)

0.11% less ownership

Funds ownership: 61.95%61.83% (-0.11%)

Holders
254
Holders Change
+26
Holders Change %
+11.4%
% of All Funds
5.82%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
48
Increased
105
Reduced
66
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320M -$11.2M -369,943 -3%
Bank of America
2
Bank of America
North Carolina
$218M -$9.6M -317,112 -4%
State Street
3
State Street
Massachusetts
$218M +$8.17M +269,931 +4%
T
4
Thomaspartners
Massachusetts
$159M +$22.2M +733,897 +16%
VA
5
Valmark Advisers
Ohio
$156M +$10.2M +337,573 +7%
HCC
6
Hirtle Callaghan & Co
Pennsylvania
$125M
Members Trust
7
Members Trust
Florida
$78.7M +$5.36M +177,208 +7%
SMM
8
Stadion Money Management
Georgia
$66.4M +$48.5M +1,603,074 +269%
GI
9
Gradient Investments
Minnesota
$64.9M +$61.7M +2,038,482 +1,835%
Morgan Stanley
10
Morgan Stanley
New York
$58.9M +$1.46M +48,189 +3%
USAA
11
United Services Automobile Association
Texas
$53.4M +$8.8M +290,556 +20%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$49.7M +$4.94M +163,030 +11%
Fisher Asset Management
13
Fisher Asset Management
Washington
$46.3M +$1.34M +44,182 +3%
Wells Fargo
14
Wells Fargo
California
$40.9M +$10.1M +335,128 +33%
RW
15
Rand Wealth
Maryland
$36M +$1.76M +58,059 +5%
BWM
16
Baystate Wealth Management
Massachusetts
$35.1M +$1.53M +50,377 +5%
Stifel Financial
17
Stifel Financial
Missouri
$29.7M +$19.1M +631,301 +179%
SWM
18
Sanctuary Wealth Management
Idaho
$25.2M +$25.2M +833,507 New
SGAM
19
Steinberg Global Asset Management
Florida
$25.1M +$1.72M +56,782 +7%
RJA
20
Raymond James & Associates
Florida
$24.7M +$2.84M +93,979 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$24.5M +$23.9M +790,197 +4,052%
Ameriprise
22
Ameriprise
Minnesota
$23.2M +$847K +27,991 +4%
B
23
Bridgeworth
Alabama
$21.9M +$13.9M +460,176 +172%
UBS Group
24
UBS Group
Switzerland
$20.8M -$11.9M -391,965 -36%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$19.5M -$41.8K -1,381 -0.2%

SPSB Hedge Fund Activity: Q1 2018 in Review

254 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2018, worth a combined $2.43B — up 11% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SPSB positions and 21 closed out — a net gain of 27 holders — while 105 added to existing stakes and 66 trimmed.

The largest buyer was Gradient Investments, adding an estimated $61.7M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $29.5M sold.

  • 254 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2018, up from 228 in Q4 2017.
  • Funds reported $2.43B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2018, up 11% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2018 and 21 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $61.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2018.