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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.62B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$89.6M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

3% less funds holding

Funds holding: 132128 (-4)

8.38% less ownership

Funds ownership: 81.21%72.82% (-8.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
22
Increased
49
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Karp Capital Management
California
$195K +$195K +5,662 New
APSP
102
Asset Planning Services (Pennsylvania)
Pennsylvania
$160K +$656 +19 +0.4%
BF
103
BOK Financial
Oklahoma
$106K +$106K +3,065 New
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$78K
PS
105
Portfolio Solutions
Michigan
$75K +$74.6K +2,161 New
BCI
106
Brinker Capital Investments
Pennsylvania
$72K +$71.7K +2,078 New
GRP
107
Global Retirement Partners
California
$54K
AWMS
108
Advocacy Wealth Management Services
Georgia
$53K -$6.26M -181,213 -99%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$50K -$2.3M -66,685 -98%
AIM
110
Anchor Investment Management
South Carolina
$38.7K
BC
111
Bartlett & Co
Ohio
$38K
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$8.08K +234 +33%
CHP
113
Cable Hill Partners
Oregon
$33K +$33K +957 New
Citigroup
114
Citigroup
New York
$31K -$39.7K -1,150 -56%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$26K
CFD
116
Creative Financial Designs
Indiana
$18K +$104 +3 +0.6%
IWM
117
IHT Wealth Management
Illinois
$6K +$5.08K +147 +919%
GEA
118
Glen Eagle Advisors
New Jersey
$5.52K
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.9K +142 New
Northern Trust
120
Northern Trust
Illinois
$4K -$27K -782 -6%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.63K -105 -46%
AA
122
AlphaMark Advisors
Kentucky
$4K
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$4K
WB
124
Webster Bank
Connecticut
$4K
SEI Investments
125
SEI Investments
Pennsylvania
$2K +$2.21K +64 New

SPIB Hedge Fund Activity: Q3 2017 in Review

128 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2017, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of SPIB and 22 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 49 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $68M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $15.6M sold.

  • 128 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2017, down from 132 in Q2 2017.
  • Funds reported $1.62B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2017, up 5.9% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2017 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $68M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2017 was Flow Traders U.S., an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.