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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

2% more funds holding

Funds holding: 262 → 266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21% → 82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$117M
2
EB
Eastern Bank
Massachusetts
+$38.7M
3
Jane Street
Jane Street
New York
+$23.8M
4
UBS Group
UBS Group
Switzerland
+$18.9M
5
PI
PFS Investments
Georgia
+$17.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$52.9M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$31.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$21.6M
4
State Street
State Street
Massachusetts
-$17.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$16.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
76
Atria Investments
North Carolina
$2.68M +$59.6K +1,774 +2%
CFGS
77
Concourse Financial Group Securities
Alabama
$2.55M +$1.3M +38,746 +108%
SFG
78
StrategIQ Financial Group
Indiana
$2.36M +$2.32M +69,159 New
RCA
79
Rowland Carmichael Advisors
Arizona
$2.23M +$1.24M +37,044 +132%
AP
80
Appleton Partners
Massachusetts
$2.22M +$960K +28,575 +79%
BHWM
81
Bay Harbor Wealth Management
Maryland
$2.2M +$29.6K +880 +1%
CCM
82
Canal Capital Management
Virginia
$2.11M +$1.2M +35,655 +137%
NA
83
Nottingham Advisors
New York
$2.07M -$202K -6,016 -9%
Stifel Financial
84
Stifel Financial
Missouri
$2.04M +$99K +2,948 +5%
HPC
85
HM Payson & Co
Maine
$2.02M +$1.98M +59,070 New
AWMG
86
Alliance Wealth Management Group
New Jersey
$2M +$96.5K +2,873 +5%
GC
87
Gilbert & Cook
Iowa
$1.92M -$89.2K -2,654 -5%
VIM
88
Vista Investment Management
Pennsylvania
$1.9M +$263K +7,823 +16%
FWM
89
Foresight Wealth Management
Utah
$1.88M +$328K +9,774 +22%
EWM
90
Empirical Wealth Management
Washington
$1.85M +$352K +10,480 +24%
BHB
91
Bank Hapoalim BM
Israel
$1.85M – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1.81M -$11.8K -352 -0.7%
Citadel Advisors
93
Citadel Advisors
Florida
$1.78M -$21.6M -644,060 -93%
First Trust Advisors
94
First Trust Advisors
Illinois
$1.73M +$186K +5,540 +12%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.7M +$707K +21,037 +73%
ASN
96
Advisory Services Network
Georgia
$1.65M -$29.9K -889 -2%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$529K +15,757 +51%
RJT
98
Raymond James Trust
Florida
$1.57M +$12.7K +379 +0.8%
PVH
99
Psagot Value Holdings
Israel
$1.53M +$262K +7,798 +21%
MA
100
MCF Advisors
Kentucky
$1.45M +$510K +15,195 +56%
2 3
4
5 6

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.