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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

172 hedge funds and large institutions have $1.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

34% more funds holding

Funds holding: 128172 (+44)

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$331M)

1.76% more ownership

Funds ownership: 72.82%74.58% (+1.8%)

Holders
172
Holders Change
+44
Holders Change %
+34.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
57
Increased
59
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$972K +$53.3K +1,552 +6%
VFA
77
Voya Financial Advisors
Connecticut
$895K -$442K -12,846 -33%
IA
78
IFP Advisors
Florida
$857K +$112K +3,253 +15%
UAS
79
United Asset Strategies
New York
$835K +$839K +24,413 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$761K +$152K +4,412 +25%
EWM
81
Empirical Wealth Management
Washington
$755K
OMC
82
Old Mission Capital
Illinois
$739K +$742K +21,583 New
CFMC
83
Curbstone Financial Management Corp
New Hampshire
$732K -$720K -20,937 -49%
CGH
84
Crossmark Global Holdings
Texas
$723K -$125K -3,637 -15%
MCM
85
Mainstay Capital Management
Michigan
$712K +$715K +20,797 New
SG Americas Securities
86
SG Americas Securities
New York
$706K -$472K -13,728 -40%
AWA
87
Arete Wealth Advisors
Illinois
$700K +$91.8K +2,671 +15%
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$684K
PAG
89
Private Advisor Group
New Jersey
$682K -$1.18M -34,221 -63%
NB
90
NBT Bank
New York
$679K
OIA
91
OneDigital Investment Advisors
Kansas
$624K +$627K +18,228 New
PAG
92
Private Advisory Group
Washington
$486K -$5.81M -168,936 -92%
APCM
93
Alaska Permanent Capital Management
Alaska
$451K +$85.9K +2,500 +23%
MCP
94
Martin Capital Partners
Oregon
$443K +$445K +12,934 New
AI
95
Atria Investments
North Carolina
$437K +$48.9K +1,422 +13%
JP Morgan Chase
96
JP Morgan Chase
New York
$435K -$61.7K -1,796 -12%
MML Investors Services
97
MML Investors Services
Massachusetts
$413K -$40.2K -1,169 -9%
GC
98
Garde Capital
Washington
$409K
CA
99
Continuum Advisory
Idaho
$404K +$1.86K +54 +0.5%
AIM
100
Acropolis Investment Management
Missouri
$399K

SPIB Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2017, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 13 closed out — a net gain of 44 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $231M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $32.2M sold.

  • 172 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $1.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $231M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2017 was Sentinel Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.