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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

262 hedge funds and large institutions have $3.44B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

17% more funds holding

Funds holding: 223262 (+39)

15% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 78

15% more capital invested

Capital invested by funds: $2.98B → $3.44B (+$457M)

4.37% more ownership

Funds ownership: 78.85%83.21% (+4.4%)

Holders
262
Holders Change
+39
Holders Change %
+17.49%
% of All Funds
5.84%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
66
Increased
90
Reduced
78
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Doyle Wealth Management
Florida
$3K +$2.8K +85 New
WA
252
WestEnd Advisors
North Carolina
$2.44K
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$2K +$1.81K +55 New
PA
254
Parallel Advisors
California
$2K +$2.14K +65 +3,250%
BAM
255
Bruderman Asset Management
New York
$2K +$2.4K +73 New
WTC
256
WhitTier Trust Company
Nevada
$1K
ACM
257
Aviance Capital Management
Florida
$1K +$1.42K +43 New
MOS
258
MGO One Seven
Ohio
$1K +$1.65K +50 New
CF
259
Centaurus Financial
California
$5 +$5.93K +180 New
SRSA
260
S.R. Schill & Associates
Washington
-$6.39M -191,862 Closed
BFM
261
Boothbay Fund Management
New York
-$3.33M -100,000 Closed
HPC
262
HM Payson & Co
Maine
-$2.06M -61,870 Closed
CI
263
Conning Inc
Connecticut
-$2M -60,209 Closed
RIM
264
Redwood Investment Management
Arizona
-$1.22M -36,509 Closed
Invesco
265
Invesco
Georgia
-$886K -26,600 Closed
BCM
266
Bluefin Capital Management
New York
-$775K -23,266 Closed
AA
267
ALPS Advisors
Colorado
-$673K -20,218 Closed
FA
268
FDx Advisors
Illinois
-$570K -17,105 Closed
HH
269
Hilltop Holdings
Texas
-$308K -9,262 Closed
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
-$235K -7,055 Closed
Manulife (Manufacturers Life Insurance)
271
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$227K -6,814 Closed
HR
272
Howe & Rusling
New York
-$133K -3,982 Closed
CAL
273
Capital Advisors Ltd
Ohio
-$97K -2,900 Closed
MWPCG
274
Measured Wealth Private Client Group
New Hampshire
-$30K -900 Closed
SCA
275
Stuart Chaussee & Associates
California
-$29K -880 Closed

SPIB Hedge Fund Activity: Q4 2018 in Review

262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2018, worth a combined $3.44B — up 15% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPIB positions and 25 closed out — a net gain of 41 holders — while 90 added to existing stakes and 78 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $182M. The largest seller was Jane Street, cutting an estimated $47M.

  • 262 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2018, up from 223 in Q3 2018.
  • Funds reported $3.44B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2018 and 25 closed out, a net change of +41 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $182M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2018.