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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 262266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21%82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
26
Integrated Capital Management (Pennsylvania)
Pennsylvania
$20.6M -$454K -13,516 -2%
SMM
27
Stadion Money Management
Georgia
$18.8M -$3.87M -115,141 -17%
FWM
28
Focused Wealth Management
New York
$17M +$16.6M +493,111 +16,437%
WI
29
WrapManager Inc
California
$16.6M -$393K -11,694 -2%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$16.3M +$2M +59,455 +14%
CIM
31
Confluence Investment Management
Missouri
$14.7M +$462K +13,756 +3%
TC
32
Trilogy Capital
California
$13.3M +$27.7K +824 +0.2%
Ameriprise
33
Ameriprise
Minnesota
$11.2M +$2.32M +69,088 +27%
SGAM
34
Stephens Group Asset Management
Arkansas
$10.8M -$5.92M -176,363 -36%
DPIM
35
Duff & Phelps Investment Management
Illinois
$10.7M +$80.6K +2,400 +0.8%
CCT
36
Country Club Trust
Missouri
$10.5M +$804K +23,949 +8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.5M -$255K -7,592 -2%
ACM
38
AlphaStar Capital Management
North Carolina
$10.3M +$7.35M +218,717 +263%
OAM
39
Occidental Asset Management
California
$9.87M +$1.11M +33,140 +13%
DCM
40
DeGreen Capital Management
Arizona
$9.57M -$4.84M -143,961 -34%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$9.56M +$1.41M +42,069 +18%
NC
42
NewSquare Capital
Pennsylvania
$9.12M -$65.8K -1,960 -0.7%
CAL
43
Capital Analysts LLC
Pennsylvania
$8.72M +$358K +10,643 +4%
WCWM
44
Willow Creek Wealth Management
California
$8.59M +$977K +29,100 +13%
BBA
45
BLB&B Advisors
Pennsylvania
$8.51M +$741K +22,071 +10%
OMC
46
Old Mission Capital
Illinois
$8.49M +$5.66M +168,535 +211%
IA
47
IndexIQ Advisors
New York
$7.73M +$6.49M +193,093 +582%
UCFA
48
United Capital Financial Advisors
Texas
$7.56M -$861K -25,619 -10%
RA
49
RFG Advisory
Alabama
$7.28M +$2.61M +77,810 +57%
APC
50
Aspire Private Capital
North Carolina
$7.24M +$493K +14,663 +7%

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.