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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

28% more capital invested

Capital invested by funds: $1.95B → $2.5B (+$551M)

19% more funds holding

Funds holding: 172205 (+33)

0.35% more ownership

Funds ownership: 74.58%74.93% (+0.35%)

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
76
Vista Investment Management
Pennsylvania
$1.56M -$141K -4,176 -8%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$1.52M +$813K +24,087 +113%
RJT
78
Raymond James Trust
Florida
$1.5M +$43.4K +1,286 +3%
AB
79
AT Bancorp
Iowa
$1.5M +$20K +594 +1%
PAG
80
Private Advisor Group
New Jersey
$1.43M +$767K +22,739 +114%
Wolverine Trading
81
Wolverine Trading
Illinois
$1.43M +$1.44M +42,545 New
PWAG
82
Polaris Wealth Advisory Group
California
$1.36M +$1.37M +40,701 New
ASN
83
Advisory Services Network
Georgia
$1.31M +$285K +8,443 +28%
CAG
84
Crestwood Advisors Group
Massachusetts
$1.3M -$542K -16,060 -29%
RIM
85
Redwood Investment Management
Arizona
$1.28M +$1.29M +38,310 New
HighTower Advisors
86
HighTower Advisors
Illinois
$1.27M -$398K -11,784 -24%
SG Americas Securities
87
SG Americas Securities
New York
$1.24M +$547K +16,223 +79%
FM
88
Foster & Motley
Ohio
$1.2M +$204K +6,050 +20%
FFS
89
Founders Financial Securities
Maryland
$1.13M +$1.13M +33,598 New
Bank of New York Mellon
90
Bank of New York Mellon
New York
$1.11M +$824K +24,414 +277%
PFM
91
Phillips Financial Management
Indiana
$1.1M -$14.7K -437 -1%
WP
92
WealthSource Partners
California
$1.06M +$1.07M +31,670 New
WAS
93
Winch Advisory Services
Wisconsin
$1.03M +$1.04M +30,748 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$1.01M -$1.52M -45,207 -60%
DWM
95
Destination Wealth Management
California
$1.01M +$1.96K +58 +0.2%
FIM
96
Frontier Investment Management
Texas
$999K +$1M +29,783 New
JP Morgan Chase
97
JP Morgan Chase
New York
$868K +$444K +13,171 +104%
IA
98
IFP Advisors
Florida
$857K
AWA
99
Arete Wealth Advisors
Illinois
$836K +$150K +4,459 +22%
MCM
100
Mainstay Capital Management
Michigan
$776K +$79K +2,343 +11%

SPIB Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.

  • 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
  • Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.