We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$89.6M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 132128 (-4)

8.38% less ownership

Funds ownership: 81.21%72.82% (-8.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
22
Increased
49
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
76
FDx Advisors
Illinois
$424K +$170K +4,917 +67%
GC
77
Garde Capital
Washington
$412K +$82.3K +2,385 +25%
CA
78
Continuum Advisory
Idaho
$406K -$25.4K -737 -6%
AIM
79
Acropolis Investment Management
Missouri
$403K -$153K -4,435 -28%
AI
80
Atria Investments
North Carolina
$392K +$392K +11,351 New
WT
81
Whittier Trust
California
$382K
LNC
82
Lincoln National Corp
Pennsylvania
$375K +$375K +10,871 New
APCM
83
Alaska Permanent Capital Management
Alaska
$369K +$65.6K +1,900 +22%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$351K +$351K +10,158 New
RA
85
RFG Advisory
Alabama
$342K
VF
86
Virtu Financial
New York
$342K +$342K +9,906 New
CAL
87
Capital Advisors Ltd
Ohio
$320K
OC
88
Oppenheimer & Co
New York
$307K +$11.8K +341 +4%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$293K -$1.2M -34,746 -80%
SPIA
90
Steward Partners Investment Advisory
New York
$288K +$17.7K +513 +7%
FAAS
91
First Allied Advisory Services
California
$282K -$11.7K -338 -4%
CIA
92
Capital Investment Advisors
Georgia
$252K +$252K +7,289 New
PFS
93
Prospera Financial Services
Texas
$247K +$36.8K +1,065 +18%
US Bancorp
94
US Bancorp
Minnesota
$238K
Creative Planning
95
Creative Planning
Kansas
$237K +$224K +6,493 +1,750%
GWM
96
Geneos Wealth Management
Colorado
$236K
PAS
97
Park Avenue Securities
New York
$235K +$235K +6,816 New
OAM
98
Oppenheimer Asset Management
New York
$231K -$7.46K -216 -3%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K -$1.38M -39,861 -87%
Luther King Capital Management (LKCM)
100
Luther King Capital Management (LKCM)
Texas
$200K +$200K +5,800 New

SPIB Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2017, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SPIB and 22 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 49 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $68M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $15.6M sold.

  • 128 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2017, down from 132 in Q2 2017.
  • Funds reported $1.62B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $68M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.