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State Street SPDR Portfolio Short Term Corporate Bond ETF

337 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 160 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 85

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

21% more capital invested

Capital invested by funds: $3.48B → $4.2B (+$722M)

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

4% more funds holding

Funds holding: 323337 (+14)

3.29% more ownership

Funds ownership: 63.21%66.51% (+3.3%)

Holders
337
Holders Change
+14
Holders Change %
+4.33%
% of All Funds
7.39%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
0.9%
New
39
Increased
160
Reduced
85
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$608M +$559M +18,174,376 +1,188%
TF
2
TIAA FSB
Florida
$306M +$12.5M +406,781 +4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296M -$5.41M -175,638 -2%
State Street
4
State Street
Massachusetts
$260M +$2.28M +74,216 +0.9%
Bank of America
5
Bank of America
North Carolina
$258M +$953K +30,961 +0.4%
CSIA
6
Charles Schwab Investment Advisory
California
$226M +$26.7M +867,144 +13%
VA
7
Valmark Advisers
Ohio
$186M -$2.55M -82,978 -1%
HCC
8
Hirtle Callaghan & Co
Pennsylvania
$109M
Goldman Sachs
9
Goldman Sachs
New York
$108M +$55.3M +1,796,043 +105%
Wells Fargo
10
Wells Fargo
California
$81.2M -$3.29M -106,928 -4%
GI
11
Gradient Investments
Minnesota
$80M +$4.41M +143,231 +6%
Morgan Stanley
12
Morgan Stanley
New York
$79M +$622K +20,205 +0.8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$77.6M +$3.53M +114,572 +5%
BWM
14
Baystate Wealth Management
Massachusetts
$66.3M +$1.31M +42,435 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$60.5M -$388K -12,617 -0.6%
NAS
16
Nicolet Advisory Services
Wisconsin
$46M -$5.87M -190,817 -11%
BTS
17
BB&T Securities
Virginia
$45.5M +$8.02M +260,537 +21%
TC
18
TownSquare Capital
Utah
$44.4M +$5.05M +164,218 +13%
RJA
19
Raymond James & Associates
Florida
$39.7M +$720K +23,382 +2%
HNB
20
Huntington National Bank
Ohio
$37.4M
B
21
Bailard
California
$36.5M -$1.68M -54,585 -4%
Stifel Financial
22
Stifel Financial
Missouri
$35.4M +$2.23M +72,588 +7%
RIG
23
RiverFront Investment Group
Virginia
$34.3M +$130K +4,221 +0.4%
FHA
24
First Horizon Advisors
Tennessee
$30.4M +$2.18M +70,748 +8%
WA
25
WestEnd Advisors
North Carolina
$30.2M +$6.52M +211,871 +28%

SPSB Hedge Fund Activity: Q3 2019 in Review

337 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2019, worth a combined $4.2B — up 21% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SPSB positions and 23 closed out — a net gain of 16 holders — while 160 added to existing stakes and 85 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $559M. The largest seller was BlackRock, cutting an estimated $12.5M.

  • 337 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2019, up from 323 in Q2 2019.
  • Funds reported $4.2B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2019, up 21% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2019 and 23 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2019 was Fisher Asset Management, an estimated $559M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2019 was BlackRock, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2019.