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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

262 hedge funds and large institutions have $3.44B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

17% more funds holding

Funds holding: 223 → 262 (+39)

15% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 78

15% more capital invested

Capital invested by funds: $2.98B → $3.44B (+$457M)

4.37% more ownership

Funds ownership: 78.85% → 83.21% (+4.4%)

Holders
262
Holders Change
+39
Holders Change %
+17.49%
% of All Funds
5.84%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
66
Increased
90
Reduced
78
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$182M
2
LPL Financial
LPL Financial
California
+$58.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$37.6M
4
State Street
State Street
Massachusetts
+$34.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$31.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$47M
2
Wells Fargo
Wells Fargo
California
-$32.9M
3
UBS Group
UBS Group
Switzerland
-$14.9M
4
Barclays
Barclays
United Kingdom
-$14M
5
AF
Allworth Financial
California
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
76
Aveo Capital Partners
Colorado
$2.54M +$2.54M +76,959 New
Barclays
77
Barclays
United Kingdom
$2.53M -$14M -423,412 -85%
AI
78
Atria Investments
North Carolina
$2.53M -$215K -6,516 -8%
AF
79
Advisornet Financial
Minnesota
$2.43M +$301K +9,138 +14%
LPWM
80
Lake Point Wealth Management
Texas
$2.37M +$2.36M +71,658 New
NA
81
Nottingham Advisors
New York
$2.23M -$4.12K -125 -0.2%
SP
82
SWS Partners
Ohio
$2.16M +$113K +3,441 +6%
BHWM
83
Bay Harbor Wealth Management
Maryland
$2.1M +$2.09M +63,472 New
PWM
84
Paulson Wealth Management
Illinois
$2M +$1.38M +41,870 +231%
GC
85
Gilbert & Cook
Iowa
$1.95M -$296K -8,998 -13%
Stifel Financial
86
Stifel Financial
Missouri
$1.88M +$99.2K +3,010 +6%
AWMG
87
Alliance Wealth Management Group
New Jersey
$1.83M -$14.6K -444 -0.8%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$1.7M +51,515 +2,780%
BHB
89
Bank Hapoalim BM
Israel
$1.69M – – –
ASN
90
Advisory Services Network
Georgia
$1.63M +$29.2K +887 +2%
VIM
91
Vista Investment Management
Pennsylvania
$1.58M +$61.4K +1,864 +4%
IA
92
IFP Advisors
Florida
$1.56M +$237K +7,200 +18%
RJT
93
Raymond James Trust
Florida
$1.51M -$8.07K -245 -0.5%
JCM
94
Jag Capital Management
Missouri
$1.49M +$1.49M +45,225 New
FWM
95
Foresight Wealth Management
Utah
$1.49M +$1.49M +45,165 New
First Trust Advisors
96
First Trust Advisors
Illinois
$1.49M +$1.49M +45,085 New
SS
97
Simplicity Solutions
Minnesota
$1.45M -$1.53M -46,542 -51%
EWM
98
Empirical Wealth Management
Washington
$1.45M +$403K +12,224 +39%
PG
99
Proffitt & Goodson
Tennessee
$1.39M +$1.39M +42,130 New
WA
100
Wealthstar Advisors
Texas
$1.38M -$53.5K -1,625 -4%
2 3
4
5 6

SPIB Hedge Fund Activity: Q4 2018 in Review

262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2018, worth a combined $3.44B — up 15% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPIB positions and 25 closed out — a net gain of 41 holders — while 90 added to existing stakes and 78 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $182M. The largest seller was Jane Street, cutting an estimated $47M.

  • 262 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2018, up from 223 in Q3 2018.
  • Funds reported $3.44B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2018 and 25 closed out, a net change of +41 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $182M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2018.