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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
GI
251
Gradient Investments
Minnesota
$5K
VFA
252
Valeo Financial Advisors
Indiana
$5K +$34 +1 +0.7%
WP
253
WealthShield Partners
North Carolina
$5K +$4.43K +132 +1,100%
Northern Trust
254
Northern Trust
Illinois
$4K -$34.1K -1,016 -9%
KTC
255
Kistler-Tiffany Companies
Pennsylvania
$4K
FRA
256
Front Row Advisors
California
$3K
SIM
257
Sonora Investment Management
Arizona
$3K +$2.82K +84 New
ADL
258
Asset Dedication LLC
California
$3K +$2.96K +88 New
PCMK
259
Paragon Capital Management (Kansas)
Kansas
$3K +$3.06K +91 New
WA
260
WestEnd Advisors
North Carolina
$2.53K
PA
261
Parallel Advisors
California
$2K
VCM
262
Vigilant Capital Management
Maine
$2K +$1.71K +51 New
WTC
263
WhitTier Trust Company
Nevada
$1K
Verition Fund Management
264
Verition Fund Management
Connecticut
-$31.2M -944,039 Closed
Wolverine Trading
265
Wolverine Trading
Illinois
-$11.3M -341,539 Closed
TFA
266
TPG Financial Advisors
Oregon
-$6.43M -194,565 Closed
CCP
267
Cardan Capital Partners
Colorado
-$2.85M -86,198 Closed
ACP
268
Aveo Capital Partners
Colorado
-$2.54M -76,959 Closed
PWM
269
Paulson Wealth Management
Illinois
-$2M -60,025 Closed
JCM
270
Jag Capital Management
Missouri
-$1.49M -45,225 Closed
LNC
271
Lincoln National Corp
Pennsylvania
-$636K -19,243 Closed
TSS
272
Two Sigma Securities
New York
-$584K -17,681 Closed
CGH
273
Crossmark Global Holdings
Texas
-$557K -16,871 Closed
W
274
WealthOne
New York
-$517K -15,643 Closed
BCP
275
Blue Chip Partners
Michigan
-$505K -15,294 Closed

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.