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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

286 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

4% more funds holding

Funds holding: 274286 (+12)

0% more capital invested

Capital invested by funds: $3.94B → $3.95B (+$12M)

2.49% less ownership

Funds ownership: 84%81.5% (-2.5%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
6.27%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.57%
New
43
Increased
118
Reduced
90
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$126K -$4.74K -135 -4%
SFS
227
Sowell Financial Services
Arkansas
$125K +$124K +3,534 New
TFGT
228
TS Financial Group (TSFG)
Illinois
$107K +$1.3K +37 +1%
AIC
229
Ameritas Investment Company
Nebraska
$103K +$102K +2,909 New
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$96K
CIAS
231
Capital Investment Advisory Services
North Carolina
$91K -$555K -15,808 -86%
BCWM
232
Bartlett & Co Wealth Management
Ohio
$88.3K
BC
233
Bartlett & Co
Ohio
$88K
Citigroup
234
Citigroup
New York
$85K +$421 +12 +0.5%
GSWM
235
Golden State Wealth Management
California
$79K +$4.74K +135 +6%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$75K +$26K +740 +53%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$67K +$491 +14 +0.7%
GSC
238
G&S Capital
Colorado
$65K +$20.4K +582 +46%
AIM
239
Astor Investment Management
Illinois
$56K +$70 +2 +0.1%
TFA
240
Transamerica Financial Advisors
Florida
$52K -$1.39M -39,541 -96%
JP Morgan Chase
241
JP Morgan Chase
New York
$50K -$8.98K -256 -15%
LDFR
242
Lehman & Derafelo Financial Resources
Pennsylvania
$47K
MAM
243
Marquette Asset Management
Minnesota
$46K
JHCP
244
Jackson Hole Capital Partners
Oklahoma
$45K
WP
245
WealthShield Partners
North Carolina
$45K +$44.6K +1,272 New
CTB
246
Country Trust Bank
Illinois
$45K +$44.9K +1,279 New
ACA
247
Aptus Capital Advisors
Alabama
$44K +$44.3K +1,263 New
PGAM
248
Princeton Global Asset Management
New Jersey
$43K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$42K
AIM
250
Anchor Investment Management
South Carolina
$39.5K

SPIB Hedge Fund Activity: Q3 2019 in Review

286 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2019, worth a combined $3.95B — up 0.3% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 30 closed out — a net gain of 13 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was UBS Group, cutting an estimated $267M.

  • 286 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2019, up from 274 in Q2 2019.
  • Funds reported $3.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2019, up 0.3% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $116M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2019 was UBS Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.