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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

68 hedge funds and large institutions have $379M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $258M → $379M (+$121M)

19% more funds holding

Funds holding: 5768 (+11)

4.93% more ownership

Funds ownership: 45.67%50.61% (+4.9%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$241K
BWM
52
Baystate Wealth Management
Massachusetts
$230K
Betterment LLC
53
Betterment LLC
New York
$200K +$202K +5,895 New
Citigroup
54
Citigroup
New York
$191K -$40.2K -1,173 -17%
SCA
55
Strategic Capital Alternatives
United States
$168K +$170K +4,948 New
MFS
56
MSI Financial Services
Massachusetts
$126K -$3.84K -112 -3%
APSP
57
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K +$106K +3,091 New
CFSG
58
Community Financial Services Group
Vermont
$57K
CAL
59
Capital Analysts LLC
Pennsylvania
$49.3K +$49.7K +1,450 New
FA
60
FMA Advisory
Pennsylvania
$48K +$48.9K +1,425 New
CB
61
Community Bank
New York
$34K -$17.1K -500 -33%
WA
62
WFG Advisors
Texas
$11K +$11.5K +336 New
IWMPD
63
Integrated Wealth Management (Palm Desert)
California
$8K
BFEC
64
Benjamin F. Edwards & Company
Missouri
$6K
Northern Trust
65
Northern Trust
Illinois
$4K -$6.86K -200 -2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$4K
WTC
67
WhitTier Trust Company
Nevada
$1K
Jane Street
68
Jane Street
New York
-$1.21M -35,053 Closed
CHAM
69
Clear Harbor Asset Management
Connecticut
-$233K -6,745 Closed
IH
70
IFC Holdings
Florida
-$206K -5,941 Closed
GWA
71
Genesis Wealth Advisors
Massachusetts
-$148K -4,277 Closed
TIM
72
Tortoise Investment Management
New York
-$62K -1,800 Closed
MFBTD
73
MB Financial Bank - Trust Department
Illinois
-$15K -440 Closed
W
74
Wealthfront
California
+$69 +2 New

SPIB Hedge Fund Activity: Q2 2015 in Review

68 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2015, worth a combined $379M — up 47% from $258M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPIB positions and 6 closed out — a net gain of 12 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.21M sold.

  • 68 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2015, up from 57 in Q1 2015.
  • Funds reported $379M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2015, up 47% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2015 and 6 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $34.7M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2015 was Jane Street, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2015.