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State Street SPDR Portfolio Short Term Corporate Bond ETF

261 hedge funds and large institutions have $2.78B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

14% more capital invested

Capital invested by funds: $2.43B → $2.78B (+$346M)

3% more funds holding

Funds holding: 254261 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.41% less ownership

Funds ownership: 61.83%61.43% (-0.41%)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
5.98%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
36
Increased
102
Reduced
77
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
1
United Services Automobile Association
Texas
$340M +$287M +9,509,503 +538%
Bank of America
2
Bank of America
North Carolina
$317M +$99.4M +3,295,919 +46%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311M -$7.96M -264,127 -2%
State Street
4
State Street
Massachusetts
$226M +$7.67M +254,434 +4%
CSIA
5
Charles Schwab Investment Advisory
California
$175M +$175M +5,815,998 New
VA
6
Valmark Advisers
Ohio
$155M -$811K -26,893 -0.5%
HCC
7
Hirtle Callaghan & Co
Pennsylvania
$132M
GI
8
Gradient Investments
Minnesota
$68M +$3.2M +106,155 +5%
Morgan Stanley
9
Morgan Stanley
New York
$63.5M +$4.7M +155,929 +8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$53.4M +$3.84M +127,340 +8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$49.3M +$3.04M +100,904 +7%
Ameriprise
12
Ameriprise
Minnesota
$39.8M +$16.6M +551,637 +72%
RW
13
Rand Wealth
Maryland
$37.5M +$1.61M +53,295 +4%
Wells Fargo
14
Wells Fargo
California
$37.5M -$3.39M -112,448 -8%
BWM
15
Baystate Wealth Management
Massachusetts
$36.5M +$1.37M +45,321 +4%
Stifel Financial
16
Stifel Financial
Missouri
$31.6M +$1.95M +64,522 +7%
RJA
17
Raymond James & Associates
Florida
$25.1M +$462K +15,317 +2%
UBS Group
18
UBS Group
Switzerland
$24.9M +$4.14M +137,353 +20%
SGAM
19
Steinberg Global Asset Management
Florida
$24.9M -$175K -5,798 -0.7%
B
20
Bridgeworth
Alabama
$22.6M +$616K +20,433 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$20.5M +$956K +31,716 +5%
AG
22
Advisor Group
Arizona
$19.9M +$17.4M +576,706 +698%
SMM
23
Stadion Money Management
Georgia
$18.7M -$47.7M -1,580,328 -72%
BTS
24
BB&T Securities
Virginia
$18.1M +$2.57M +85,289 +17%
CWM
25
Cabot Wealth Management
Massachusetts
$15.3M +$1.41M +46,746 +10%

SPSB Hedge Fund Activity: Q2 2018 in Review

261 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2018, worth a combined $2.78B — up 14% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPSB positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 77 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $287M. The largest seller was Stadion Money Management, cutting an estimated $47.7M.

  • 261 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2018, up from 254 in Q1 2018.
  • Funds reported $2.78B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2018, up 14% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2018 and 24 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2018 was United Services Automobile Association, an estimated $287M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2018 was Stadion Money Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2018.