State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
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.
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: 21 → 26 (+5)
11% more funds holding
Funds holding: 228 → 254 (+26)
10% more capital invested
Capital invested by funds: $2.22B → $2.43B (+$216M)
0.11% less ownership
Funds ownership: 61.95% → 61.83% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$61.7M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$48.5M |
| 3 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
+$25.2M |
| 4 |
Bank of New York Mellon
New York
|
+$23.9M |
| 5 |
T
Thomaspartners
Boston,
Massachusetts
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$29.5M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$26.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.9M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$11.2M |
| 5 |
B
Bailard
Foster City,
California
|
-$10.1M |
SPSB Hedge Fund Activity: Q1 2018 in Review
254 of the 4,373 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 9.7% from $2.22B 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 9.7% 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.