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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

286 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

4% more funds holding

Funds holding: 274286 (+12)

0% more capital invested

Capital invested by funds: $3.94B → $3.95B (+$12M)

2.49% less ownership

Funds ownership: 84%81.5% (-2.5%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
6.27%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.57%
New
43
Increased
118
Reduced
90
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$9.71M -$836K -23,820 -8%
DCM
52
DeGreen Capital Management
Arizona
$9.7M -$332K -9,456 -3%
CAL
53
Capital Analysts LLC
Pennsylvania
$9.48M +$188K +5,347 +2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$9.39M -$35.3K -1,005 -0.4%
IA
55
IndexIQ Advisors
New York
$8.69M +$4.94M +140,836 +134%
BCM
56
Bluefin Capital Management
New York
$8.48M +$3.78M +107,708 +81%
ACM
57
Advisors Capital Management
New Jersey
$7.6M +$269K +7,662 +4%
GI
58
Gradient Investments
Minnesota
$7.57M +$932K +26,563 +14%
CFG
59
Cooper Financial Group
California
$7.38M +$327K +9,324 +5%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$7.33M -$4.76M -135,733 -40%
UCFA
61
United Capital Financial Advisors
Texas
$6.48M -$1.14M -32,400 -15%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$6.46M -$4.1M -116,755 -39%
PWAG
63
Polaris Wealth Advisory Group
California
$6.28M +$5.16M +147,000 +476%
WCA
64
Westover Capital Advisors
Delaware
$6.01M +$624K +17,786 +12%
PAG
65
Private Advisor Group
New Jersey
$5.89M +$745K +21,242 +15%
PA
66
Probity Advisors
Texas
$5.56M +$64.3K +1,834 +1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.4M -$1.42M -40,529 -21%
MNG
68
Manning & Napier Group
New York
$5.29M
IA
69
IFP Advisors
Florida
$5.13M +$5.11M +145,527 New
GWM
70
Geneos Wealth Management
Colorado
$5.13M +$86.2K +2,457 +2%
WP
71
WealthSource Partners
California
$5.1M +$1.91M +54,451 +60%
WCM
72
Windsor Capital Management
Arizona
$4.91M +$201K +5,719 +4%
AF
73
Advisornet Financial
Minnesota
$4.8M +$725K +20,677 +18%
CCA
74
Conservest Capital Advisors
Pennsylvania
$4.64M +$48.8K +1,392 +1%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$4.56M +$754K +21,489 +20%

SPIB Hedge Fund Activity: Q3 2019 in Review

286 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2019, worth a combined $3.95B — up 0.3% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 30 closed out — a net gain of 13 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was UBS Group, cutting an estimated $267M.

  • 286 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2019, up from 274 in Q2 2019.
  • Funds reported $3.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2019, up 0.3% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $116M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2019 was UBS Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.