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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
PA
251
Parallel Advisors
California
$38K +$37.5K +1,069 +53,450%
SIC
252
Salem Investment Counselors
North Carolina
$35K
NFG
253
Next Financial Group
Texas
$34K -$1.68K -48 -5%
M
254
MOTCO
Texas
$31K +$31K +884 New
CB
255
Community Bank
New York
$23K
GTAM
256
Global Trust Asset Management
Florida
$21K -$1.75K -50 -8%
GWAG
257
Garrett Wealth Advisory Group
Texas
$20K +$19.9K +566 New
MAM
258
Meeder Asset Management
Ohio
$19K +$18.9K +539 New
GFPC
259
Global Financial Private Capital
Florida
$18K -$26.2M -745,588 -100%
JCM
260
Jacobi Capital Management
Pennsylvania
$18K
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$18K +$702 +20 +4%
AssetMark Inc
262
AssetMark Inc
California
$16K -$48.1M -1,372,268 -100%
BlackRock
263
BlackRock
New York
$13K +$947 +27 +8%
LFG
264
LifePlan Financial Group
Ohio
$12K +$5.65K +161 +85%
PB
265
Pinnacle Bancorp
Nebraska
$11K -$2K -57 -15%
SIM
266
Sonora Investment Management
Arizona
$9K +$8.6K +245 +3,500%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$9K +$8.77K +250 New
Deutsche Bank
268
Deutsche Bank
Germany
$7K +$7.33K +209 New
FHA
269
First Horizon Advisors
Tennessee
$7K +$7.47K +213 New
GEA
270
Glen Eagle Advisors
New Jersey
$6.25K
APC
271
Aspire Private Capital
North Carolina
$5K -$7.97M -227,106 -100%
AAP
272
Arax Advisory Partners
Colorado
$5K
VFA
273
Valeo Financial Advisors
Indiana
$5K +$35 +1 +0.7%
Northern Trust
274
Northern Trust
Illinois
$4K -$989K -28,201 -73%
FRA
275
Front Row Advisors
California
$4K

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.