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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

310 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

8% more funds holding

Funds holding: 286 → 310 (+24)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

0% less capital invested

Capital invested by funds: $3.95B → $3.94B (-$18.2M)

2.83% less ownership

Funds ownership: 81.5% → 78.68% (-2.8%)

Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
6.11%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
67
Increased
125
Reduced
84
Closed
37
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
+$1.33M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
USAA
United Services Automobile Association
Texas
+$49.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$18.8M
4
Citigroup
Citigroup
New York
+$17.6M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$166M
2
Principal Financial Group
Principal Financial Group
Iowa
-$41.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$41.5M
4
Jane Street
Jane Street
New York
-$21.2M
5
LPL Financial
LPL Financial
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
301
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
Northern Trust
302
Northern Trust
Illinois
$4K – – –
LPWM
303
Lake Point Wealth Management
Texas
$4K +$4.16K +118 New
WA
304
WestEnd Advisors
North Carolina
$3.96K – – –
AIC
305
Ameritas Investment Company
Nebraska
$3K -$99.2K -2,815 -97%
VCM
306
Vigilant Capital Management
Maine
$3K +$3.45K +98 New
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.69K +48 New
WTC
308
WhitTier Trust Company
Nevada
$1K – – –
HIA
309
Harbor Investment Advisory
Maryland
$1K +$987 +28 New
WQ
310
Wealth Quarterback
New Jersey
$338 +$228K +6,480 New
KFS
311
Kelly Financial Services
Massachusetts
$107 – – –
PGAM
312
Princeton Global Asset Management
New Jersey
$42 – – –
Principal Financial Group
313
Principal Financial Group
Iowa
– -$41.6M -1,179,809 Closed
Citadel Advisors
314
Citadel Advisors
Florida
– -$41.5M -1,176,908 Closed
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
– -$7.33M -207,783 Closed
CCM
316
Canal Capital Management
Virginia
– -$3.73M -105,739 Closed
ACP
317
Aveo Capital Partners
Colorado
– -$3.2M -90,841 Closed
FFM
318
Fullerton Fund Management
Singapore
– -$3M -85,189 Closed
RJT
319
Raymond James Trust
Florida
– -$1.76M -49,891 Closed
FVWA
320
Foster Victor Wealth Advisors
South Carolina
– -$1.67M -47,333 Closed
Barclays
321
Barclays
United Kingdom
– -$1.55M -44,026 Closed
WA
322
Wealthstar Advisors
Texas
– -$1.36M -38,664 Closed
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
– -$1.33M -37,833 Closed
MIM
324
Moseley Investment Management
Florida
– -$1.11M -31,498 Closed
MWPCG
325
Measured Wealth Private Client Group
New Hampshire
– -$857K -24,280 Closed
10 11 12
13
14

SPIB Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2019, worth a combined $3.94B — down 0.46% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPIB positions and 37 closed out — a net gain of 30 holders — while 125 added to existing stakes and 84 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Raymond James & Associates, cutting an estimated $166M.

  • 310 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2019, up from 286 in Q3 2019.
  • Funds reported $3.94B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 67 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2019 and 37 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2019 was Raymond James & Associates, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2019.