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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

286 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

4% more funds holding

Funds holding: 274286 (+12)

0% more capital invested

Capital invested by funds: $3.94B → $3.95B (+$12M)

2.49% less ownership

Funds ownership: 84%81.5% (-2.5%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
6.27%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.57%
New
43
Increased
118
Reduced
90
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
26
Great Point Wealth Advisors
Massachusetts
$24M +$5.55M +158,201 +30%
PI
27
PFS Investments
Georgia
$20.7M -$15.3M -437,253 -43%
FWM
28
Focused Wealth Management
New York
$20.7M -$143K -4,074 -0.7%
ICMP
29
Integrated Capital Management (Pennsylvania)
Pennsylvania
$19.4M -$2.29M -65,269 -11%
RIM
30
Redwood Investment Management
Arizona
$19.4M -$1.92M -54,650 -9%
SMM
31
Stadion Money Management
Georgia
$18M -$733K -20,900 -4%
WI
32
WrapManager Inc
California
$17.3M -$233K -6,651 -1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$17.3M +$2.27M +64,837 +15%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$16.6M +$354K +10,085 +2%
CIM
35
Confluence Investment Management
Missouri
$16.1M +$412K +11,739 +3%
ACM
36
AlphaStar Capital Management
North Carolina
$15.4M -$25K -712 -0.2%
Ameriprise
37
Ameriprise
Minnesota
$15.4M +$2.26M +64,359 +17%
TC
38
Trilogy Capital
California
$14.9M +$556K +15,841 +4%
OSNBOA
39
Old Second National Bank of Aurora
Illinois
$14.7M +$14.6M +416,798 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$8.78M +250,301 +168%
OAM
41
Occidental Asset Management
California
$14.1M +$1.31M +37,302 +10%
Goldman Sachs
42
Goldman Sachs
New York
$13.9M -$2.55M -72,607 -16%
BBA
43
BLB&B Advisors
Pennsylvania
$12.6M +$3.31M +94,481 +36%
RA
44
RFG Advisory
Alabama
$12.1M +$4.04M +115,156 +50%
AWM
45
AE Wealth Management
Kansas
$12M +$200K +5,702 +2%
WCWM
46
Willow Creek Wealth Management
California
$11.8M +$1.29M +36,898 +12%
DPIM
47
Duff & Phelps Investment Management
Illinois
$11.2M +$70.2K +2,000 +0.6%
SS
48
Simplicity Solutions
Minnesota
$10.4M +$170K +4,833 +2%
SGAM
49
Stephens Group Asset Management
Arkansas
$10M -$200K -5,712 -2%
NC
50
NewSquare Capital
Pennsylvania
$9.85M +$392K +11,173 +4%

SPIB Hedge Fund Activity: Q3 2019 in Review

286 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2019, worth a combined $3.95B — up 0.3% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 30 closed out — a net gain of 13 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was UBS Group, cutting an estimated $267M.

  • 286 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2019, up from 274 in Q2 2019.
  • Funds reported $3.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2019, up 0.3% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $116M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2019 was UBS Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.