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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

172 hedge funds and large institutions have $1.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

34% more funds holding

Funds holding: 128 → 172 (+44)

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$331M)

1.76% more ownership

Funds ownership: 72.82% → 74.58% (+1.8%)

Holders
172
Holders Change
+44
Holders Change %
+34.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
57
Increased
59
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$231M
2
Jane Street
Jane Street
New York
+$25.7M
3
SMM
Stadion Money Management
Georgia
+$19.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.9M
5
RJA
Raymond James & Associates
Florida
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
SAM
Sentinel Asset Management
Vermont
-$32.2M
2
State Street
State Street
Massachusetts
-$15.8M
3
AA
ALPS Advisors
Colorado
-$14.9M
4
CCA
Conservest Capital Advisors
Pennsylvania
-$10.4M
5
PAG
Private Advisory Group
Washington
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
51
Gilbert & Cook
Iowa
$2.39M -$28.2K -820 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.38M -$31.7K -922 -1%
CIAS
53
Capital Investment Advisory Services
North Carolina
$2.32M +$2.33M +67,713 New
FAM
54
Formidable Asset Management
Ohio
$2.11M +$2.12M +61,589 New
HPWM
55
Highland Private Wealth Management
Washington
$2.05M -$150K -4,360 -7%
Stifel Financial
56
Stifel Financial
Missouri
$2.01M +$306K +8,903 +18%
CAG
57
Crestwood Advisors Group
Massachusetts
$1.87M -$63.5K -1,846 -3%
MPWT
58
MassMutual Private Wealth & Trust
Connecticut
$1.82M +$1.83M +53,180 New
LFAS
59
Level Four Advisory Services
Texas
$1.81M +$7.22K +210 +0.4%
VF
60
Virtu Financial
New York
$1.76M +$1.43M +41,531 +419%
TFA
61
Transamerica Financial Advisors
Florida
$1.74M -$430K -12,502 -20%
VIM
62
Vista Investment Management
Pennsylvania
$1.74M +$1.74M +50,698 New
HighTower Advisors
63
HighTower Advisors
Illinois
$1.7M -$20.2K -589 -1%
PVH
64
Psagot Value Holdings
Israel
$1.58M -$10.4K -304 -0.7%
SP
65
SWS Partners
Ohio
$1.57M +$1.57M +45,772 New
AWMG
66
Alliance Wealth Management Group
New Jersey
$1.54M +$1.55M +45,015 New
AB
67
AT Bancorp
Iowa
$1.51M +$581K +16,916 +62%
RJT
68
Raymond James Trust
Florida
$1.49M +$98.7K +2,870 +7%
Renaissance Technologies
69
Renaissance Technologies
New York
$1.15M +$1.15M +33,508 New
PFM
70
Phillips Financial Management
Indiana
$1.14M -$14.5K -422 -1%
LNC
71
Lincoln National Corp
Pennsylvania
$1.08M +$710K +20,655 +190%
CB
72
Community Bank
New York
$1.06M +$510K +14,828 +91%
ASN
73
Advisory Services Network
Georgia
$1.05M +$139K +4,048 +15%
DWM
74
Destination Wealth Management
California
$1.03M – – –
FM
75
Foster & Motley
Ohio
$1.02M +$91.5K +2,663 +10%
1 2
3
4 5

SPIB Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2017, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 13 closed out — a net gain of 44 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $231M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $32.2M sold.

  • 172 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $1.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $231M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2017 was Sentinel Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.