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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

78 hedge funds and large institutions have $479M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

26% more capital invested

Capital invested by funds: $379M → $479M (+$99.5M)

15% more funds holding

Funds holding: 68 → 78 (+10)

4.42% more ownership

Funds ownership: 50.61% → 55.02% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
37
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
+$46.4M
2
CSIA
Charles Schwab Investment Advisory
California
+$21.2M
3
PPA
Parametric Portfolio Associates
Washington
+$6.02M
4
UBS Group
UBS Group
Switzerland
+$5.4M
5
NC
NewSquare Capital
Pennsylvania
+$4.34M

Top Sellers

1
CC
Curian Capital
Colorado
-$3.5M
2
BCM
Bluefin Capital Management
New York
-$2.03M
3
Comerica Bank
Comerica Bank
Texas
-$325K
4
BWM
Baystate Wealth Management
Massachusetts
-$230K
5
EWM
Empirical Wealth Management
Washington
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
AT Bancorp
Iowa
$441K +$80.3K +2,370 +22%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$375K +$47.9K +1,413 +15%
FM
53
Foster & Motley
Ohio
$374K -$41.1K -1,213 -10%
IP
54
Investment Partners
Ohio
$359K +$359K +10,586 New
BTS
55
BB&T Securities
Virginia
$308K +$308K +9,080 New
VFS
56
VSR Financial Services
Kansas
$292K +$291K +8,606 New
Comerica Bank
57
Comerica Bank
Texas
$282K -$325K -9,594 -54%
Betterment LLC
58
Betterment LLC
New York
$246K +$46K +1,358 +23%
CAL
59
Capital Advisors Ltd
Ohio
$241K – – –
PAG
60
Private Advisor Group
New Jersey
$239K +$238K +7,028 New
Citigroup
61
Citigroup
New York
$201K +$10.6K +312 +6%
PFG
62
Pacific Financial Group
Washington
$167K +$167K +4,918 New
MFS
63
MSI Financial Services
Massachusetts
$160K +$33.8K +997 +27%
APSP
64
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K +$440 +13 +0.4%
AP
65
Advisors Preferred
Maryland
$58K +$58.1K +1,714 New
CFSG
66
Community Financial Services Group
Vermont
$57K – – –
WA
67
WFG Advisors
Texas
$37K +$25.1K +742 +221%
CB
68
Community Bank
New York
$34K – – –
SCA
69
Strategic Capital Alternatives
United States
$22K -$146K -4,310 -87%
ACM
70
Argentus Capital Management
Texas
$22K +$21.6K +638 New
S
71
SignatureFD
Georgia
$19K +$19.3K +569 New
IWMPD
72
Integrated Wealth Management (Palm Desert)
California
$8K – – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$6K – – –
Northern Trust
74
Northern Trust
Illinois
$4K -$14.6K -431 -4%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$4K – – –
1 2
3
4

SPIB Hedge Fund Activity: Q3 2015 in Review

78 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2015, worth a combined $479M — up 26% from $379M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPIB positions and 2 closed out — a net gain of 11 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $46.4M. The largest seller was Curian Capital, cutting an estimated $3.5M.

  • 78 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2015, up from 68 in Q2 2015.
  • Funds reported $479M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2015, up 26% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2015 and 2 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2015 was State Street, an estimated $46.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2015 was Curian Capital, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2015.