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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

78 hedge funds and large institutions have $479M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

26% more capital invested

Capital invested by funds: $379M → $479M (+$99.5M)

15% more funds holding

Funds holding: 68 → 78 (+10)

4.42% more ownership

Funds ownership: 50.61% → 55.02% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
37
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$46.4M
2
CSIA
Charles Schwab Investment Advisory
California
+$21.2M
3
PPA
Parametric Portfolio Associates
Washington
+$6.02M
4
UBS Group
UBS Group
Switzerland
+$5.4M
5
NC
NewSquare Capital
Pennsylvania
+$4.34M

Top Sellers

1
CC
Curian Capital
Colorado
-$3.5M
2
BCM
Bluefin Capital Management
New York
-$2.03M
3
Comerica Bank
Comerica Bank
Texas
-$325K
4
BWM
Baystate Wealth Management
Massachusetts
-$230K
5
EWM
Empirical Wealth Management
Washington
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
Nottingham Advisors
New York
$2.16M +$143K +4,231 +7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.02M +$2.02M +59,498 New
BCM
28
Bluefin Capital Management
New York
$1.79M -$2.03M -59,885 -53%
CAM
29
Capstone Asset Management
Texas
$1.76M +$84.8K +2,504 +5%
AIG
30
American International Group
New York
$1.42M +$211K +6,225 +17%
AIM
31
Advantage Investment Management
Iowa
$1.42M +$414K +12,237 +41%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.37M -$30.4K -899 -2%
NB
33
NBT Bank
New York
$1.28M – – –
PFM
34
Phillips Financial Management
Indiana
$1.27M -$33.6K -992 -3%
VKH
35
Virtu KCG Holdings
New York
$1.15M +$1.14M +33,714 New
CI
36
Clal Insurance
Israel
$1.13M – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.04M +$280K +8,280 +37%
BBA
38
BLB&B Advisors
Pennsylvania
$1.01M +$342K +10,102 +51%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$902K -$19.9K -588 -2%
LPT
40
Legacy Private Trust
Wisconsin
$821K – – –
AIM
41
Acropolis Investment Management
Missouri
$789K – – –
EWM
42
Empirical Wealth Management
Washington
$764K -$219K -6,453 -22%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$672K +$126K +3,716 +23%
Stifel Financial
44
Stifel Financial
Missouri
$664K +$72.5K +2,141 +12%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$649K +$34.9K +1,031 +6%
RFC
46
Regions Financial Corp
Alabama
$586K – – –
GC
47
Garde Capital
Washington
$487K -$68K -2,008 -12%
HighTower Advisors
48
HighTower Advisors
Illinois
$476K +$33.1K +978 +7%
PVH
49
Psagot Value Holdings
Israel
$476K +$62.2K +1,836 +15%
WT
50
Whittier Trust
California
$451K -$40K -1,180 -8%
1
2
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SPIB Hedge Fund Activity: Q3 2015 in Review

78 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2015, worth a combined $479M — up 26% from $379M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPIB positions and 2 closed out — a net gain of 11 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $46.4M. The largest seller was Curian Capital, cutting an estimated $3.5M.

  • 78 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2015, up from 68 in Q2 2015.
  • Funds reported $479M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2015, up 26% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2015 and 2 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2015 was State Street, an estimated $46.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2015 was Curian Capital, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2015.