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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 262266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21%82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$31K
BCWM
227
Bartlett & Co Wealth Management
Ohio
$30.8K
GWMIA
228
Global Wealth Management Investment Advisory
Florida
$25K -$69.8K -2,079 -74%
GSWM
229
Golden State Wealth Management
California
$24K +$23.6K +702 New
CB
230
Community Bank
New York
$22K -$49.6K -1,478 -69%
EWM
231
Executive Wealth Management
Michigan
$19K +$1.92K +57 +12%
DWM
232
Destination Wealth Management
California
$18K -$28.7K -854 -62%
Barclays
233
Barclays
United Kingdom
$17K -$2.56M -76,190 -99%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$17K
S
235
SignatureFD
Georgia
$17K +$16.1K +478 +5,975%
CIM
236
Contravisory Investment Management
Massachusetts
$16K +$15.6K +465 New
AOWM
237
Alpha Omega Wealth Management
Virginia
$15K +$14.3K +427 New
RFM
238
Royal Fund Management
Florida
$15K +$15K +447 New
GAM
239
Gemmer Asset Management
California
$15K +$15.2K +453 New
PB
240
Pinnacle Bancorp
Nebraska
$13K
AssetMark Inc
241
AssetMark Inc
California
$12K -$52.9M -1,574,312 -100%
SWM
242
SeaCrest Wealth Management
New York
$12K -$111K -3,313 -91%
BlackRock
243
BlackRock
New York
$11K +$2.05K +61 +23%
CFA
244
Camarda Financial Advisors
Florida
$10K +$9.57K +285 New
AIC
245
Archer Investment Corporation
Indiana
$9K
TNBTD
246
Trustmark National Bank Trust Department
Mississippi
$9K
MFW
247
Mosaic Family Wealth
Missouri
$8K
GTAM
248
Global Trust Asset Management
Florida
$7K
GEA
249
Glen Eagle Advisors
New Jersey
$6.05K
CF
250
Centaurus Financial
California
$5.24K -$34 -1 -0.6%

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.