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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

172 hedge funds and large institutions have $1.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

34% more funds holding

Funds holding: 128172 (+44)

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$331M)

1.76% more ownership

Funds ownership: 72.82%74.58% (+1.8%)

Holders
172
Holders Change
+44
Holders Change %
+34.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
57
Increased
59
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
101
Sheaff Brock Investment Advisors
Indiana
$398K +$400K +11,639 New
FA
102
FDx Advisors
Illinois
$381K -$39.7K -1,155 -9%
WT
103
Whittier Trust
California
$379K
GWM
104
Geneos Wealth Management
Colorado
$358K +$125K +3,640 +53%
RA
105
RFG Advisory
Alabama
$354K +$14.5K +423 +4%
RFA
106
Reilly Financial Advisors
California
$350K +$351K +10,210 +36,464%
PAS
107
Park Avenue Securities
New York
$344K +$111K +3,243 +48%
BIA
108
BHK Investment Advisors
Alabama
$325K +$327K +9,500 New
OC
109
Oppenheimer & Co
New York
$321K +$17.2K +500 +6%
CAL
110
Capital Advisors Ltd
Ohio
$317K
FAAS
111
First Allied Advisory Services
California
$308K +$31.2K +909 +11%
LA
112
LexAurum Advisors
Kansas
$308K +$310K +9,033 New
Bank of New York Mellon
113
Bank of New York Mellon
New York
$301K -$46.4K -1,351 -13%
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$298K +$100K +2,920 +50%
SPIA
115
Steward Partners Investment Advisory
New York
$293K +$7.8K +227 +3%
IWP
116
Icon Wealth Partners
Texas
$287K +$288K +8,386 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$280K -$10.2K -296 -3%
CPIA
118
Cornell Pochily Investment Advisors
New York
$279K +$280K +8,158 New
FTS
119
Fifth Third Securities
Ohio
$273K +$274K +7,979 New
William Blair & Company
120
William Blair & Company
Illinois
$271K +$273K +7,931 New
BUB
121
BBVA USA Bancshares
Texas
$262K +$263K +7,662 New
APP
122
Avantax Planning Partners
Iowa
$251K +$252K +7,330 New
CIA
123
Capital Investment Advisors
Georgia
$249K
US Bancorp
124
US Bancorp
Minnesota
$236K
GCA
125
Gradient Capital Advisors
California
$235K +$236K +6,861 New

SPIB Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2017, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 13 closed out — a net gain of 44 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $231M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $32.2M sold.

  • 172 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $1.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $231M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2017 was Sentinel Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.