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State Street SPDR Portfolio Short Term Corporate Bond ETF

424 hedge funds and large institutions have $5.77B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 174 increasing their positions, 118 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

47% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 118

11% more funds holding

Funds holding: 381424 (+43)

11% more capital invested

Capital invested by funds: $5.2B → $5.77B (+$566M)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

4.75% more ownership

Funds ownership: 72.46%77.22% (+4.8%)

Holders
424
Holders Change
+43
Holders Change %
+11.29%
% of All Funds
7.5%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.76%
New
74
Increased
174
Reduced
118
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
$623M +$4M +127,678 +0.6%
TF
2
TIAA FSB
Florida
$595M +$58.7M +1,871,052 +11%
State Street
3
State Street
Massachusetts
$386M +$56.5M +1,802,100 +17%
Bank of America
4
Bank of America
North Carolina
$316M +$12.2M +387,668 +4%
BlackRock
5
BlackRock
New York
$281M
FRBONY
6
Federal Reserve Bank of New York
New York
$281M +$281M +8,954,460 New
VA
7
Valmark Advisers
Ohio
$188M +$7.49M +238,673 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$170M +$27.3M +870,798 +19%
Members Trust
9
Members Trust
Florida
$134M +$8.29M +264,152 +7%
Morgan Stanley
10
Morgan Stanley
New York
$114M +$3.3M +105,256 +3%
Wells Fargo
11
Wells Fargo
California
$110M -$1.1M -35,024 -1%
Truist Financial
12
Truist Financial
North Carolina
$106M +$16M +508,674 +18%
HCC
13
Hirtle Callaghan & Co
Pennsylvania
$106M
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$98.7M +$2.93M +93,469 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$97.9M +$8.46M +269,851 +9%
Goldman Sachs
16
Goldman Sachs
New York
$94M -$13.5M -431,325 -13%
RJA
17
Raymond James & Associates
Florida
$84.8M +$11.5M +366,751 +16%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$83.4M +$22.3K +711 +0%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$74.3M +$18.5M +588,405 +33%
BWM
20
Baystate Wealth Management
Massachusetts
$64.3M -$4.01M -127,937 -6%
WA
21
WestEnd Advisors
North Carolina
$59.9M +$3.04M +96,769 +5%
Ameriprise
22
Ameriprise
Minnesota
$56.4M -$16.4M -522,207 -23%
TC
23
TownSquare Capital
Utah
$55.5M +$5.1M +162,636 +10%
HNB
24
Huntington National Bank
Ohio
$54M
GI
25
Gradient Investments
Minnesota
$51.1M -$335K -10,688 -0.7%

SPSB Hedge Fund Activity: Q4 2020 in Review

424 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q4 2020, worth a combined $5.77B — up 11% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SPSB positions and 23 closed out — a net gain of 51 holders — while 174 added to existing stakes and 118 trimmed.

The largest buyer was TIAA FSB, adding an estimated $58.7M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $18.4M sold.

  • 424 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q4 2020, up from 381 in Q3 2020.
  • Funds reported $5.77B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 74 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q4 2020 and 23 closed out, a net change of +51 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q4 2020 was TIAA FSB, an estimated $58.7M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q4 2020 was United Services Automobile Association, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2020.