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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

28% more capital invested

Capital invested by funds: $1.95B → $2.5B (+$551M)

19% more funds holding

Funds holding: 172205 (+33)

0.35% more ownership

Funds ownership: 74.58%74.93% (+0.35%)

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
26
S.R. Schill & Associates
Washington
$13.7M +$13.8M +409,816 New
LPT
27
Legacy Private Trust
Wisconsin
$13M -$608K -18,014 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$10.8M +$10.9M +323,489 New
WAAG
29
Wealth Alliance Advisory Group
Kansas
$10.4M +$4.19M +124,255 +67%
BA
30
Boston Advisors
Massachusetts
$10.3M +$75.9K +2,250 +0.7%
DPIM
31
Duff & Phelps Investment Management
Illinois
$10.2M +$67.5K +2,000 +0.7%
JWM
32
Jackson Wealth Management
Florida
$9.31M +$437K +12,949 +5%
OMC
33
Old Mission Capital
Illinois
$8.71M +$8.03M +238,173 +1,104%
Jane Street
34
Jane Street
New York
$8.4M -$16.8M -497,979 -67%
BBA
35
BLB&B Advisors
Pennsylvania
$7.87M -$170K -5,035 -2%
Ameriprise
36
Ameriprise
Minnesota
$7.13M +$572K +16,944 +9%
PI
37
PFS Investments
Georgia
$6.79M +$6.89M +204,229 New
CCT
38
Country Club Trust
Missouri
$6.64M +$6.68M +197,990 New
WIP
39
Wellesley Investment Partners
Massachusetts
$6.64M +$740K +21,949 +12%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$6.32M -$3.36M -99,594 -35%
PTC
41
Philadelphia Trust Company
Pennsylvania
$5.88M
PA
42
Probity Advisors
Texas
$5.47M -$184K -5,443 -3%
RA
43
RFG Advisory
Alabama
$4.73M +$4.41M +130,797 +1,263%
NCMW
44
Northern Capital Management (Wisconsin)
Wisconsin
$4.15M +$4.17M +123,650 New
WCA
45
Westover Capital Advisors
Delaware
$4.12M +$645K +19,117 +18%
FWP
46
FAS Wealth Partners
Kansas
$4.04M -$1.05M -31,253 -21%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$3.94M +$84.3K +2,500 +2%
BBA
48
Braun-Bostich & Associates
Pennsylvania
$3.48M +$976K +28,934 +39%
BHB
49
Bank Hapoalim BM
Israel
$3.41M
CM
50
Cornerstone Management
Georgia
$3.41M

SPIB Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.

  • 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
  • Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.