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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

274 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$394M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 266274 (+8)

1.04% more ownership

Funds ownership: 82.96%84% (+1%)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
5.95%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
36
Increased
121
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Camarda Financial Advisors
Florida
$10K
UBS AM
252
UBS AM
Illinois
$9.61K +$9.43K +275 New
AIC
253
Archer Investment Corporation
Indiana
$9K
JFA
254
JNBA Financial Advisors
Minnesota
$8K +$7.86K +229 New
ACS
255
Archford Capital Strategies
Illinois
$8K +$7.99K +233 New
LFG
256
LifePlan Financial Group
Ohio
$7K -$26.8K -780 -80%
GEA
257
Glen Eagle Advisors
New Jersey
$6.18K
VFA
258
Valeo Financial Advisors
Indiana
$5K +$34 +1 +0.7%
AAP
259
Arax Advisory Partners
Colorado
$5K +$4.42K +129 New
FRA
260
Front Row Advisors
California
$4K
KTC
261
Kistler-Tiffany Companies
Pennsylvania
$4K
OIA
262
OneDigital Investment Advisors
Kansas
$4K +$4.18K +122 New
HGWM
263
Harvest Group Wealth Management
Massachusetts
$4K +$4.49K +131 New
WA
264
WestEnd Advisors
North Carolina
$3.91K +$1.3K +38 +51%
CIM
265
Contravisory Investment Management
Massachusetts
$3K -$12.7K -369 -79%
PCMK
266
Paragon Capital Management (Kansas)
Kansas
$2K -$1.1K -32 -35%
WTC
267
WhitTier Trust Company
Nevada
$1K
SBL
268
Sargent Bickham Lagudis
Colorado
$1K +$755 +22 New
Jane Street
269
Jane Street
New York
-$35.7M -1,043,425 Closed
OMC
270
Old Mission Capital
Illinois
-$8.49M -248,377 Closed
AIC
271
Ameritas Investment Company
Nebraska
-$4.55M -133,135 Closed
Bank of New York Mellon
272
Bank of New York Mellon
New York
-$815K -23,850 Closed
MCP
273
Martin Capital Partners
Oregon
-$605K -17,718 Closed
DADC
274
D.A. Davidson & Co
Montana
-$491K -14,363 Closed
Principal Financial Group
275
Principal Financial Group
Iowa
-$423K -12,379 Closed

SPIB Hedge Fund Activity: Q2 2019 in Review

274 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2019, worth a combined $3.94B — up 11% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 25 closed out — a net gain of 11 holders — while 121 added to existing stakes and 82 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $96M. The largest seller was Eastern Bank, cutting an estimated $38.3M.

  • 274 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2019, up from 266 in Q1 2019.
  • Funds reported $3.94B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2019 and 25 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2019 was United Services Automobile Association, an estimated $96M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2019 was Eastern Bank, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2019.