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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

286 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

4% more funds holding

Funds holding: 274286 (+12)

0% more capital invested

Capital invested by funds: $3.94B → $3.95B (+$12M)

2.49% less ownership

Funds ownership: 84%81.5% (-2.5%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
6.27%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.57%
New
43
Increased
118
Reduced
90
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Faithward Advisors
Pennsylvania
$2.01M +$2M +57,039 New
SB
102
Suntrust Banks
Georgia
$1.99M +$93.8K +2,675 +5%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.98M -$20.7K -591 -1%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$127K +3,610 +7%
FIM
105
Frontier Investment Management
Texas
$1.81M +$239K +6,802 +15%
Stifel Financial
106
Stifel Financial
Missouri
$1.79M -$76.8K -2,190 -4%
First Trust Advisors
107
First Trust Advisors
Illinois
$1.79M +$29.7K +847 +2%
ASN
108
Advisory Services Network
Georgia
$1.77M
RJT
109
Raymond James Trust
Florida
$1.76M +$135K +3,834 +8%
FM
110
Foster & Motley
Ohio
$1.75M +$164K +4,673 +10%
FVWA
111
Foster Victor Wealth Advisors
South Carolina
$1.67M +$1.43M +40,762 +620%
EWM
112
Empirical Wealth Management
Washington
$1.56M -$116K -3,313 -7%
Barclays
113
Barclays
United Kingdom
$1.55M +$1.54M +44,026 New
SWP
114
Stratos Wealth Partners
Ohio
$1.51M +$1.15M +32,879 +328%
MA
115
MCF Advisors
Kentucky
$1.48M
GC
116
Gilbert & Cook
Iowa
$1.47M -$32.9K -938 -2%
PG
117
Proffitt & Goodson
Tennessee
$1.4M -$11.3K -323 -0.8%
WA
118
Wealthstar Advisors
Texas
$1.36M -$77.6K -2,213 -5%
SAM
119
Strategy Asset Managers
California
$1.35M -$38.6K -1,100 -3%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$1.33M +$1.18M +33,773 +832%
CFMC
121
Curbstone Financial Management Corp
New Hampshire
$1.33M
Kovitz Investment Group Partners
122
Kovitz Investment Group Partners
Illinois
$1.3M -$28.1K -800 -2%
WAS
123
Winch Advisory Services
Wisconsin
$1.29M +$25.3K +721 +2%
MA
124
Mutual Advisors
Nebraska
$1.28M +$215K +6,120 +20%
JSL
125
JT Stratford LLC
Georgia
$1.27M -$4.46M -127,026 -78%

SPIB Hedge Fund Activity: Q3 2019 in Review

286 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2019, worth a combined $3.95B — up 0.3% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 30 closed out — a net gain of 13 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was UBS Group, cutting an estimated $267M.

  • 286 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2019, up from 274 in Q2 2019.
  • Funds reported $3.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2019, up 0.3% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $116M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2019 was UBS Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.