We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 262266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21%82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$7.19M +$3.66M +109,020 +108%
ACM
52
Advisors Capital Management
New Jersey
$6.58M +$727K +21,629 +13%
CFG
53
Cooper Financial Group
California
$6.48M +$659K +19,612 +12%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$6.25M -$160K -4,763 -3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$5.57M +$1.5M +44,570 +38%
PA
56
Probity Advisors
Texas
$5.35M -$148K -4,396 -3%
LPT
57
Legacy Private Trust
Wisconsin
$5.28M -$3.82M -113,650 -42%
PAG
58
Private Advisor Group
New Jersey
$5.24M +$2.36M +70,322 +85%
WCA
59
Westover Capital Advisors
Delaware
$5.22M +$157K +4,663 +3%
TCM
60
Towercrest Capital Management
Pennsylvania
$5.16M -$21.3K -635 -0.4%
JSL
61
JT Stratford LLC
Georgia
$5.02M +$419K +12,485 +9%
AF
62
Advisornet Financial
Minnesota
$4.96M +$2.41M +71,742 +98%
CCA
63
Conservest Capital Advisors
Pennsylvania
$4.56M +$40.4K +1,202 +0.9%
AIC
64
Ameritas Investment Company
Nebraska
$4.55M +$4.43M +132,028 +11,927%
WCM
65
Windsor Capital Management
Arizona
$4.46M +$12.7K +379 +0.3%
FWP
66
FAS Wealth Partners
Kansas
$4.3M -$878K -26,128 -17%
Goldman Sachs
67
Goldman Sachs
New York
$3.83M +$2.81M +83,742 +297%
RFN
68
RDA Financial Network
Iowa
$3.79M +$3.74M +111,388 New
Fisher Asset Management
69
Fisher Asset Management
Washington
$3.67M -$109K -3,254 -3%
CM
70
Cornerstone Management
Georgia
$3.37M +$172K +5,128 +5%
GWM
71
Geneos Wealth Management
Colorado
$3.29M +$97.6K +2,905 +3%
BA
72
Boston Advisors
Massachusetts
$3.27M +$493K +14,668 +18%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$3.13M +$4K +119 +0.1%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.99M -$7.9M -235,318 -73%
BCM
75
Bluefin Capital Management
New York
$2.78M +$2.73M +81,295 New

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.