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State Street SPDR Portfolio Short Term Corporate Bond ETF

303 hedge funds and large institutions have $3.06B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 2432 (+8)

14% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 94

7% more funds holding

Funds holding: 282303 (+21)

3.05% more ownership

Funds ownership: 59.67%62.72% (+3%)

5% more capital invested

Capital invested by funds: $2.93B → $3.06B (+$136M)

Holders
303
Holders Change
+21
Holders Change %
+7.45%
% of All Funds
6.75%
Holding in Top 10
32
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+33.33%
% of All Funds
0.71%
New
53
Increased
107
Reduced
94
Closed
28
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
$293M -$9.35M -310,741 -3%
USAA
2
United Services Automobile Association
Texas
$276M -$12.5M -416,201 -4%
State Street
3
State Street
Massachusetts
$266M +$2.26M +75,099 +0.9%
Bank of America
4
Bank of America
North Carolina
$222M +$9.12M +303,247 +4%
CSIA
5
Charles Schwab Investment Advisory
California
$215M +$25.7M +853,662 +14%
VA
6
Valmark Advisers
Ohio
$144M -$9.76M -324,398 -6%
HCC
7
Hirtle Callaghan & Co
Pennsylvania
$131M
Wells Fargo
8
Wells Fargo
California
$78.6M +$9.56M +317,808 +14%
Morgan Stanley
9
Morgan Stanley
New York
$77.9M +$15.7M +523,507 +25%
AssetMark Inc
10
AssetMark Inc
California
$72.6M -$40.5M -1,348,338 -36%
GI
11
Gradient Investments
Minnesota
$71.4M +$4M +132,965 +6%
SMM
12
Stadion Money Management
Georgia
$61M +$42.2M +1,403,203 +227%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$60.3M -$15.4M -512,804 -20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$48.7M +$37.2M +1,237,405 +326%
Fisher Asset Management
15
Fisher Asset Management
Washington
$46.6M -$1.86M -61,955 -4%
BWM
16
Baystate Wealth Management
Massachusetts
$39.4M +$1.06M +35,360 +3%
Ameriprise
17
Ameriprise
Minnesota
$38.8M -$2.43M -80,939 -6%
Stifel Financial
18
Stifel Financial
Missouri
$28.4M -$3.1M -103,026 -10%
RJA
19
Raymond James & Associates
Florida
$27.3M -$2.92M -96,965 -10%
WCM
20
Windham Capital Management
Massachusetts
$27M +$19.4M +645,039 +259%
FHA
21
First Horizon Advisors
Tennessee
$25.3M +$9.31M +309,720 +59%
UBS Group
22
UBS Group
Switzerland
$24.9M +$3.08M +102,287 +14%
BTS
23
BB&T Securities
Virginia
$24.6M +$3.36M +111,641 +16%
Goldman Sachs
24
Goldman Sachs
New York
$23.6M +$3.83M +127,320 +19%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$21.6M -$582K -19,368 -3%

SPSB Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2018, worth a combined $3.06B — up 4.7% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPSB positions and 28 closed out — a net gain of 25 holders — while 107 added to existing stakes and 94 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $42.2M. The largest seller was AssetMark Inc, cutting an estimated $40.5M.

  • 303 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2018, up from 282 in Q3 2018.
  • Funds reported $3.06B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2018, up 4.7% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2018 and 28 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $42.2M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2018 was AssetMark Inc, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2018.