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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
UAS
326
United Asset Strategies
New York
– -$720K -20,421 Closed
QCM
327
Quest Capital Management
Texas
– -$468K -13,258 Closed
AWA
328
Alaska Wealth Advisors
Alaska
– -$466K -13,200 Closed
VHAM
329
Van Hulzen Asset Management
California
– -$425K -12,035 Closed
FTUS
330
Flow Traders U.S.
New York
– -$338K -9,576 Closed
KeyBank National Association
331
KeyBank National Association
Ohio
– -$328K -9,292 Closed
RPGK
332
Retirement Planning Group (Kansas)
Kansas
– -$297K -8,406 Closed
TPA
333
Trivium Point Advisory
Connecticut
– -$285K -8,075 Closed
FIA
334
Foundations Investment Advisors
Arizona
– -$272K -7,678 Closed
SHIM
335
Stone House Investment Management
Pennsylvania
– -$263K -7,451 Closed
CWM
336
Cornerstone Wealth Management
Missouri
– -$235K -6,655 Closed
GSWM
337
Golden State Wealth Management
California
– -$79K -2,235 Closed
AIM
338
Astor Investment Management
Illinois
– -$56K -1,598 Closed
M
339
MOTCO
Texas
– -$31K -884 Closed
GWAG
340
Garrett Wealth Advisory Group
Texas
– -$20K -566 Closed
APC
341
Aspire Private Capital
North Carolina
– -$5K -145 Closed
AAP
342
Arax Advisory Partners
Colorado
– -$5K -129 Closed
SB
343
Strategic Blueprint
Georgia
– -$4K -122 Closed
CAN
344
Claraphi Advisory Network
United States
– -$3K -84 Closed
UBS AM
345
UBS AM
Illinois
– -$2.65K -75 Closed
HR
346
Howe & Rusling
New York
– -$2K -54 Closed
CPA
347
Capital Planning Advisors
California
– -$1K -25 Closed
SBL
348
Sargent Bickham Lagudis
Colorado
– +$423 +12 New
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.