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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

262 hedge funds and large institutions have $3.44B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

17% more funds holding

Funds holding: 223 → 262 (+39)

15% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 78

15% more capital invested

Capital invested by funds: $2.98B → $3.44B (+$457M)

4.37% more ownership

Funds ownership: 78.85% → 83.21% (+4.4%)

Holders
262
Holders Change
+39
Holders Change %
+17.49%
% of All Funds
5.84%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
66
Increased
90
Reduced
78
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$182M
2
LPL Financial
LPL Financial
California
+$58.9M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$37.6M
4
State Street
State Street
Massachusetts
+$34.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$31.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$47M
2
Wells Fargo
Wells Fargo
California
-$32.9M
3
UBS Group
UBS Group
Switzerland
-$14.9M
4
Barclays
Barclays
United Kingdom
-$14M
5
AF
Allworth Financial
California
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Strategy Asset Managers
California
$1.34M -$251K -7,610 -16%
TFA
102
Transamerica Financial Advisors
Florida
$1.32M +$1.3M +39,430 +6,113%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$1.31M – – –
AWA
104
Arete Wealth Advisors
Illinois
$1.22M +$234K +7,089 +24%
PVH
105
Psagot Value Holdings
Israel
$1.22M -$258K -7,844 -18%
NCMW
106
Northern Capital Management (Wisconsin)
Wisconsin
$1.21M -$2.2M -66,625 -65%
AP
107
Appleton Partners
Massachusetts
$1.2M +$1.2M +36,281 New
CFGS
108
Concourse Financial Group Securities
Alabama
$1.19M +$659K +19,989 +126%
Luther King Capital Management (LKCM)
109
Luther King Capital Management (LKCM)
Texas
$1.18M – – –
AWM
110
AE Wealth Management
Kansas
$1.17M -$2.21M -67,174 -66%
FIM
111
Frontier Investment Management
Texas
$1.16M +$12.8K +388 +1%
IA
112
IndexIQ Advisors
New York
$1.1M +$1.01M +30,674 +1,219%
WAS
113
Winch Advisory Services
Wisconsin
$1.08M +$13.2K +400 +1%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$284K +8,604 +38%
CAG
115
Crestwood Advisors Group
Massachusetts
$1.03M -$93.3K -2,830 -8%
PWAG
116
Polaris Wealth Advisory Group
California
$1.03M -$85.2K -2,587 -8%
WFWM
117
Wechter Feldman Wealth Management
New Jersey
$996K +$129K +3,909 +15%
SHIM
118
Stone House Investment Management
Pennsylvania
$980K +$20.5K +621 +2%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$950K +$165K +5,007 +21%
PFM
120
Phillips Financial Management
Indiana
$934K -$163K -4,935 -15%
Goldman Sachs
121
Goldman Sachs
New York
$932K -$2.91M -88,357 -76%
RCA
122
Rowland Carmichael Advisors
Arizona
$927K -$221K -6,698 -19%
AB
123
AT Bancorp
Iowa
$915K -$91.5K -2,777 -9%
MA
124
MCF Advisors
Kentucky
$902K +$900K +27,313 New
FAAS
125
First Allied Advisory Services
California
$894K +$39.2K +1,190 +5%
3 4
5
6 7

SPIB Hedge Fund Activity: Q4 2018 in Review

262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2018, worth a combined $3.44B — up 15% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPIB positions and 25 closed out — a net gain of 41 holders — while 90 added to existing stakes and 78 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $182M. The largest seller was Jane Street, cutting an estimated $47M.

  • 262 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2018, up from 223 in Q3 2018.
  • Funds reported $3.44B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2018, up 15% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2018 and 25 closed out, a net change of +41 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $182M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2018.