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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

172 hedge funds and large institutions have $1.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

34% more funds holding

Funds holding: 128172 (+44)

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$331M)

1.76% more ownership

Funds ownership: 72.82%74.58% (+1.8%)

Holders
172
Holders Change
+44
Holders Change %
+34.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
57
Increased
59
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
Jackson Wealth Management
Florida
$9.06M +$9.13M +265,506 New
BBA
27
BLB&B Advisors
Pennsylvania
$8.2M +$3.17M +92,144 +62%
Ameriprise
28
Ameriprise
Minnesota
$6.69M +$992K +28,873 +17%
WAAG
29
Wealth Alliance Advisory Group
Kansas
$6.32M +$6.34M +184,550 New
WIP
30
Wellesley Investment Partners
Massachusetts
$6.02M +$356K +10,358 +6%
PTC
31
Philadelphia Trust Company
Pennsylvania
$6M +$6.03M +175,285 New
PA
32
Probity Advisors
Texas
$5.77M +$5.8M +168,609 New
FWP
33
FAS Wealth Partners
Kansas
$5.19M +$328K +9,548 +7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$3.94M +$3.95M +115,040 New
Goldman Sachs
35
Goldman Sachs
New York
$3.74M -$628K -18,279 -14%
SAM
36
Strategy Asset Managers
California
$3.56M -$95.7K -2,785 -3%
WCA
37
Westover Capital Advisors
Delaware
$3.54M +$3.56M +103,599 New
CM
38
Cornerstone Management
Georgia
$3.48M +$210K +6,118 +6%
SB
39
Suntrust Banks
Georgia
$3.47M +$472K +13,745 +16%
WI
40
WBI Investments
New Jersey
$3.21M +$3.22M +93,722 New
DSN
41
D. Scott Neal
Kentucky
$3.06M +$3.08M +89,516 New
AssetMark Inc
42
AssetMark Inc
California
$3.04M -$167K -4,867 -5%
ACM
43
AlphaStar Capital Management
North Carolina
$2.82M +$2.83M +82,442 New
MWA
44
MFA Wealth Advisors
Pennsylvania
$2.76M +$2.79M +81,128 New
Invesco
45
Invesco
Georgia
$2.67M -$1.13M -33,000 -30%
AG
46
Advisor Group
Arizona
$2.66M +$492K +14,320 +23%
HPC
47
HM Payson & Co
Maine
$2.63M
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$2.58M +$1.71M +49,723 +193%
BBA
49
Braun-Bostich & Associates
Pennsylvania
$2.56M +$2.57M +74,822 New
NA
50
Nottingham Advisors
New York
$2.44M +$64.5K +1,877 +3%

SPIB Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2017, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 13 closed out — a net gain of 44 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $231M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $32.2M sold.

  • 172 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $1.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $231M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2017 was Sentinel Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.