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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
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$4K
SB
277
Strategic Blueprint
Georgia
$4K +$4.28K +122 New
WA
278
WestEnd Advisors
North Carolina
$3.95K
CAN
279
Claraphi Advisory Network
United States
$3K +$2.95K +84 New
UBS AM
280
UBS AM
Illinois
$2.65K -$7.02K -200 -73%
HR
281
Howe & Rusling
New York
$2K +$1.89K +54 New
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$2K +$2.21K +63 New
WTC
283
WhitTier Trust Company
Nevada
$1K
CPA
284
Capital Planning Advisors
California
$1K +$877 +25 New
KFS
285
Kelly Financial Services
Massachusetts
$106 +$105 +3 New
BHWM
286
Bay Harbor Wealth Management
Maryland
-$2.22M -63,603 Closed
BFA
287
Beaumont Financial Advisors
Massachusetts
-$1.61M -46,166 Closed
W
288
WealthOne
New York
-$702K -20,092 Closed
SIA
289
Strategic Investment Advisors
Michigan
-$659K -18,649 Closed
FA
290
FDx Advisors
Illinois
-$503K -14,387 Closed
HPWM
291
Highland Private Wealth Management
Washington
-$472K -13,525 Closed
Sumitomo Mitsui Trust Group
292
Sumitomo Mitsui Trust Group
Japan
-$332K -9,500 Closed
WIP
293
Wellesley Investment Partners
Massachusetts
-$307K -8,814 Closed
Renaissance Technologies
294
Renaissance Technologies
New York
-$265K -7,600 Closed
DAS
295
Dynamic Advisor Solutions
Arizona
-$253K -7,243 Closed
HPC
296
Hobart Private Capital
North Carolina
-$251K -7,185 Closed
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
-$203K -5,817 Closed
ESB
298
Essex Savings Bank
Connecticut
-$172K -4,919 Closed
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
-$152K -4,343 Closed
TWA
300
TCI Wealth Advisors
Arizona
-$73K -2,099 Closed

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.