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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

310 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

8% more funds holding

Funds holding: 286 → 310 (+24)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

0% less capital invested

Capital invested by funds: $3.95B → $3.94B (-$18.2M)

2.83% less ownership

Funds ownership: 81.5% → 78.68% (-2.8%)

Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
6.11%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
67
Increased
125
Reduced
84
Closed
37
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
+$1.33M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
USAA
United Services Automobile Association
Texas
+$49.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$18.8M
4
Citigroup
Citigroup
New York
+$17.6M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$166M
2
Principal Financial Group
Principal Financial Group
Iowa
-$41.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$41.5M
4
Jane Street
Jane Street
New York
-$21.2M
5
LPL Financial
LPL Financial
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
76
StrategIQ Financial Group
Indiana
$4.68M +$867K +24,585 +23%
CCA
77
Conservest Capital Advisors
Pennsylvania
$4.63M -$14.9K -422 -0.3%
RFN
78
RDA Financial Network
Iowa
$4.58M +$97.3K +2,761 +2%
CM
79
Cornerstone Management
Georgia
$4.5M +$138K +3,904 +3%
C1AG
80
Client 1st Advisory Group
Florida
$4.32M +$4.32M +122,449 New
TCM
81
Towercrest Capital Management
Pennsylvania
$4.15M +$19K +539 +0.5%
Goldman Sachs
82
Goldman Sachs
New York
$4.05M -$9.84M -279,201 -71%
AP
83
Appleton Partners
Massachusetts
$3.92M +$296K +8,405 +8%
FWP
84
FAS Wealth Partners
Kansas
$3.89M -$243K -6,903 -6%
CCT
85
Country Club Trust
Missouri
$3.88M -$177K -5,032 -4%
KC
86
Kingfisher Capital
North Carolina
$3.72M +$3.71M +105,271 New
LPT
87
Legacy Private Trust
Wisconsin
$3.58M -$696K -19,752 -16%
Fisher Asset Management
88
Fisher Asset Management
Washington
$3.39M +$40K +1,134 +1%
RCA
89
Rowland Carmichael Advisors
Arizona
$3.19M -$604K -17,140 -16%
CST
90
Charles Schwab Trust
Nevada
$2.98M +$191K +5,413 +7%
RFM
91
Royal Fund Management
Florida
$2.91M +$221K +6,280 +8%
PVH
92
Psagot Value Holdings
Israel
$2.84M +$440K +12,474 +18%
FWM
93
Foresight Wealth Management
Utah
$2.64M +$248K +7,038 +10%
IUHSA
94
Itau Unibanco Holding S.A.
Brazil
$2.62M +$2.62M +74,327 New
BHB
95
Bank Hapoalim BM
Israel
$2.61M – – –
AI
96
Atria Investments
North Carolina
$2.51M +$168K +4,776 +7%
FM
97
Foster & Motley
Ohio
$2.38M +$638K +18,089 +37%
HPC
98
HM Payson & Co
Maine
$2.3M – – –
AWMG
99
Alliance Wealth Management Group
New Jersey
$2.23M +$19.3K +547 +0.9%
Truist Financial
100
Truist Financial
North Carolina
$2.13M +$2.12M +60,197 New
2 3
4
5 6

SPIB Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2019, worth a combined $3.94B — down 0.46% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPIB positions and 37 closed out — a net gain of 30 holders — while 125 added to existing stakes and 84 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Raymond James & Associates, cutting an estimated $166M.

  • 310 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2019, up from 286 in Q3 2019.
  • Funds reported $3.94B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 67 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2019 and 37 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2019 was Raymond James & Associates, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2019.