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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$89.6M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 132128 (-4)

8.38% less ownership

Funds ownership: 81.21%72.82% (-8.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
22
Increased
49
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.72M -$789K -22,862 -31%
Betterment LLC
52
Betterment LLC
New York
$1.68M -$833K -24,129 -33%
PVH
53
Psagot Value Holdings
Israel
$1.6M -$194K -5,606 -11%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$1.46M +$1M +29,087 +220%
RJT
55
Raymond James Trust
Florida
$1.4M +$61K +1,768 +5%
VFA
56
Voya Financial Advisors
Connecticut
$1.35M +$1.08M +31,292 +407%
SG Americas Securities
57
SG Americas Securities
New York
$1.19M -$688K -19,931 -37%
PFM
58
Phillips Financial Management
Indiana
$1.17M -$28.3K -821 -2%
DWM
59
Destination Wealth Management
California
$1.04M -$1.1K -32 -0.1%
AB
60
AT Bancorp
Iowa
$941K -$2.87K -83 -0.3%
FM
61
Foster & Motley
Ohio
$936K +$51.5K +1,493 +6%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$927K +$96.9K +2,808 +12%
ASN
63
Advisory Services Network
Georgia
$916K -$4.8K -139 -0.5%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$890K -$497K -14,410 -36%
Citadel Advisors
65
Citadel Advisors
Florida
$859K +$859K +24,886 New
CGH
66
Crossmark Global Holdings
Texas
$855K +$855K +24,772 New
EWM
67
Empirical Wealth Management
Washington
$761K
IA
68
IFP Advisors
Florida
$752K +$49.6K +1,438 +7%
NB
69
NBT Bank
New York
$684K
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$615K +$180K +5,216 +41%
AWA
71
Arete Wealth Advisors
Illinois
$614K +$614K +17,791 New
CB
72
Community Bank
New York
$562K -$5.18K -150 -0.9%
ST
73
Smithfield Trust
Pennsylvania
$506K +$506K +14,669 New
JP Morgan Chase
74
JP Morgan Chase
New York
$501K -$143K -4,153 -22%
MML Investors Services
75
MML Investors Services
Massachusetts
$457K -$6.96M -201,678 -94%

SPIB Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2017, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SPIB and 22 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 49 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $68M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $15.6M sold.

  • 128 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2017, down from 132 in Q2 2017.
  • Funds reported $1.62B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $68M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.