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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

63 hedge funds and large institutions have $229M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $194M → $229M (+$34.4M)

7% more funds holding

Funds holding: 5963 (+4)

2.41% more ownership

Funds ownership: 41.19%43.6% (+2.4%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
18
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WFG Advisors
Texas
+$308 +9 New

SPIB Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2014, worth a combined $229M — up 18% from $194M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPIB positions and 12 closed out — a net gain of 7 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.3M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $2.19M sold.

  • 63 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $229M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2014, up 18% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2014 and 12 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2014 was Wells Fargo, an estimated $12.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2014 was Bluefin Capital Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2014.