We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

28% more capital invested

Capital invested by funds: $1.95B → $2.5B (+$551M)

19% more funds holding

Funds holding: 172205 (+33)

0.35% more ownership

Funds ownership: 74.58%74.93% (+0.35%)

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$3.35M +$365K +10,824 +12%
AF
52
Advisornet Financial
Minnesota
$3.27M +$3.29M +97,567 New
MNG
53
Manning & Napier Group
New York
$3.18M
JSL
54
JT Stratford LLC
Georgia
$3.18M +$3.2M +94,787 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.73M +$404K +11,978 +17%
MWA
56
MFA Wealth Advisors
Pennsylvania
$2.7M +$5.26K +156 +0.2%
SAM
57
Strategy Asset Managers
California
$2.64M -$856K -25,385 -24%
CIAS
58
Capital Investment Advisory Services
North Carolina
$2.62M +$352K +10,440 +15%
HPC
59
HM Payson & Co
Maine
$2.58M
WCM
60
Windsor Capital Management
Arizona
$2.52M +$2.53M +75,026 New
GC
61
Gilbert & Cook
Iowa
$2.47M +$123K +3,657 +5%
NA
62
Nottingham Advisors
New York
$2.34M -$93.7K -2,777 -4%
HH
63
Hilltop Holdings
Texas
$2.1M +$2.11M +62,459 New
Stifel Financial
64
Stifel Financial
Missouri
$2.05M +$74.8K +2,217 +4%
AG
65
Advisor Group
Arizona
$2.05M -$565K -16,742 -22%
ACM
66
AlphaStar Capital Management
North Carolina
$2.02M -$746K -22,112 -27%
Invesco
67
Invesco
Georgia
$1.97M -$651K -19,300 -25%
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$1.89M +$105K +3,107 +6%
SP
69
SWS Partners
Ohio
$1.84M +$307K +9,097 +20%
AWMG
70
Alliance Wealth Management Group
New Jersey
$1.83M +$324K +9,599 +21%
LFAS
71
Level Four Advisory Services
Texas
$1.81M +$33K +979 +2%
WA
72
Wealthstar Advisors
Texas
$1.75M +$1.76M +52,161 New
EK
73
Evensky & Katz
Florida
$1.67M +$1.68M +49,721 New
TFA
74
Transamerica Financial Advisors
Florida
$1.64M -$66.4K -1,967 -4%
PVH
75
Psagot Value Holdings
Israel
$1.6M +$53.9K +1,597 +3%

SPIB Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.

  • 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
  • Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.