State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
58 hedge funds and large institutions have $233M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
21% more capital invested
Capital invested by funds: $193M → $233M (+$40.2M)
16% more funds holding
Funds holding: 50 → 58 (+8)
5.14% more ownership
Funds ownership: 44.51% → 49.65% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
+$7.6M |
| 2 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
+$5.73M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$4.73M |
| 4 |
SAM
Strategy Asset Managers
Pasadena,
California
|
+$4.32M |
| 5 |
JG
Jefferies Group
New York
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.94M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$3.58M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$2M |
| 4 |
Morgan Stanley
New York
|
-$972K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFS
51
Community Financial System
Dewitt,
New York
| $50K | +$6.79K | +200 | +16% |
|
|
MA
52
MUFG Americas
New York
| $21K | – | – | – |
|
|
BFEC
53
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $14K | -$226K | -6,667 | -94% |
|
|
PFG
54
Piershale Financial Group
Barrington,
Illinois
| $12K | – | – | – |
|
|
NES
55
New England Securities
New York
| $9K | +$8.72K | +257 | New |
|
|
PAS
56
Partnervest Advisory Services
Santa Barbara,
California
| $6K | +$6.28K | +185 | New |
|
57
Northern Trust
Chicago,
Illinois
| $4K | – | – | – |
|
|
MFS
58
MSI Financial Services
Springfield,
Massachusetts
| $2K | -$6.92K | -204 | -75% |
|
59
Envestnet Asset Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
SMM
60
Stadion Money Management
Watkinsville,
Georgia
| – | -$3.94M | -117,290 | Closed |
|
|
SI
61
Stephens Inc
Little Rock,
Arkansas
| – | -$3.58M | -106,400 | Closed |
|
|
NA
62
Nottingham Advisors
Amherst,
New York
| – | -$2M | -59,625 | Closed |
|
63
Bank of New York Mellon
New York
| – | -$278K | -8,275 | Closed |
|
64
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$195K | -5,800 | Closed |
|
SPIB Hedge Fund Activity: Q1 2014 in Review
58 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2014, worth a combined $233M — up 21% from $193M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPIB positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Curian Capital, adding an estimated $7.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $3.94M sold.
- 58 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2014, up from 50 in Q4 2013.
- Funds reported $233M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2014, up 21% quarter-over-quarter.
- 13 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2014 and 5 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2014 was Curian Capital, an estimated $7.6M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2014 was Stadion Money Management, an estimated $3.94M sold.
Based on aggregated 13F filings for Q1 2014.