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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
AIM
276
Acropolis Investment Management
Missouri
-$386K -11,670 Closed
TW
277
TrinityPoint Wealth
Connecticut
-$334K -10,112 Closed
WAAG
278
Wealth Alliance Advisory Group
Kansas
-$328K -9,936 Closed
LFAS
279
Level Four Advisory Services
Texas
-$315K -9,545 Closed
Millennium Management
280
Millennium Management
New York
-$307K -9,300 Closed
PTC
281
Philadelphia Trust Company
Pennsylvania
-$273K -8,261 Closed
CA
282
Continuum Advisory
Idaho
-$248K -7,495 Closed
RIA
283
Regal Investment Advisors
Michigan
-$228K -6,908 Closed
NFG
284
Next Financial Group
Texas
-$34K -1,023 Closed
M
285
MOTCO
Texas
-$14K -424 Closed
RWA
286
River Wealth Advisors
Pennsylvania
-$12K -374 Closed
KCM
287
Karp Capital Management
California
-$8K -237 Closed
TCM
288
Tradewinds Capital Management
Washington
-$6K -196 Closed
WB
289
Webster Bank
Connecticut
-$4K -118 Closed
DWM
290
Doyle Wealth Management
Florida
-$3K -85 Closed
BAM
291
Bruderman Asset Management
New York
-$2K -73 Closed
MOS
292
MGO One Seven
Ohio
-$1K -50 Closed
ACM
293
Aviance Capital Management
Florida
-$1K -43 Closed
IWP
294
Icon Wealth Partners
Texas
+$134 +4 New
CFA
295
Carroll Financial Associates
North Carolina
+$773 +23 New

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.