We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

28% more capital invested

Capital invested by funds: $1.95B → $2.5B (+$551M)

19% more funds holding

Funds holding: 172205 (+33)

0.35% more ownership

Funds ownership: 74.58%74.93% (+0.35%)

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$741K -$4.38K -130 -0.6%
TCM
102
Towercrest Capital Management
Pennsylvania
$738K +$742K +22,005 New
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$703K +$708K +20,977 New
NB
104
NBT Bank
New York
$665K
EWM
105
Empirical Wealth Management
Washington
$661K -$78.8K -2,337 -11%
CGH
106
Crossmark Global Holdings
Texas
$650K -$58.9K -1,746 -8%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$625K -$329K -9,765 -34%
LNC
108
Lincoln National Corp
Pennsylvania
$562K -$498K -14,762 -47%
CB
109
Community Bank
New York
$546K -$500K -14,828 -48%
MML Investors Services
110
MML Investors Services
Massachusetts
$477K +$72.9K +2,161 +18%
VFA
111
Voya Financial Advisors
Connecticut
$460K -$419K -12,416 -47%
BUB
112
BBVA USA Bancshares
Texas
$457K +$201K +5,950 +78%
RFA
113
Reilly Financial Advisors
California
$444K +$101K +2,995 +29%
APCM
114
Alaska Permanent Capital Management
Alaska
$442K
FA
115
FDx Advisors
Illinois
$440K +$67.4K +1,999 +18%
MCP
116
Martin Capital Partners
Oregon
$428K -$6.17K -183 -1%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$422K +$424K +12,570 New
SB
118
Suntrust Banks
Georgia
$416K -$3M -89,059 -88%
Renaissance Technologies
119
Renaissance Technologies
New York
$401K -$727K -21,538 -64%
GWM
120
Geneos Wealth Management
Colorado
$392K +$40.6K +1,205 +11%
AIM
121
Acropolis Investment Management
Missouri
$391K
Luther King Capital Management (LKCM)
122
Luther King Capital Management (LKCM)
Texas
$391K +$98.8K +2,930 +34%
PAS
123
Park Avenue Securities
New York
$371K +$34.5K +1,023 +10%
WT
124
Whittier Trust
California
$363K -$8.77K -260 -2%
Verition Fund Management
125
Verition Fund Management
Connecticut
$324K +$326K +9,672 New

SPIB Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.

  • 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
  • Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.