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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

310 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

8% more funds holding

Funds holding: 286 → 310 (+24)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

0% less capital invested

Capital invested by funds: $3.95B → $3.94B (-$18.2M)

2.83% less ownership

Funds ownership: 81.5% → 78.68% (-2.8%)

Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
6.11%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
67
Increased
125
Reduced
84
Closed
37
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
+$1.33M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
USAA
United Services Automobile Association
Texas
+$49.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$18.8M
4
Citigroup
Citigroup
New York
+$17.6M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$166M
2
Principal Financial Group
Principal Financial Group
Iowa
-$41.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$41.5M
4
Jane Street
Jane Street
New York
-$21.2M
5
LPL Financial
LPL Financial
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
Nottingham Advisors
New York
$2.03M -$39.9K -1,131 -2%
VIM
102
Vista Investment Management
Pennsylvania
$2.02M +$7.68K +218 +0.4%
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.89M +$656K +18,624 +54%
Stifel Financial
104
Stifel Financial
Missouri
$1.89M +$85.7K +2,430 +5%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$35K +993 +2%
TCWM
106
Total Clarity Wealth Management
Illinois
$1.86M +$1.85M +52,570 New
FIM
107
Frontier Investment Management
Texas
$1.84M +$22.8K +648 +1%
ASN
108
Advisory Services Network
Georgia
$1.83M +$47.4K +1,345 +3%
VFM
109
Vivid Financial Management
California
$1.82M +$1.8M +50,962 New
CIAS
110
CBIZ Investment Advisory Services
Ohio
$1.8M – – –
First Trust Advisors
111
First Trust Advisors
Illinois
$1.74M -$53.9K -1,528 -3%
EWM
112
Empirical Wealth Management
Washington
$1.69M +$130K +3,676 +8%
IA
113
IndexIQ Advisors
New York
$1.69M -$7M -198,463 -81%
IAA
114
Independent Advisor Alliance
North Carolina
$1.6M +$1.6M +45,419 New
MA
115
MCF Advisors
Kentucky
$1.58M +$99.9K +2,835 +7%
MA
116
Mutual Advisors
Nebraska
$1.5M +$218K +6,177 +17%
GC
117
Gilbert & Cook
Iowa
$1.41M -$63.4K -1,799 -4%
PG
118
Proffitt & Goodson
Tennessee
$1.39M -$4.12K -117 -0.3%
WAS
119
Winch Advisory Services
Wisconsin
$1.38M +$90.8K +2,577 +7%
VVP
120
Venture Visionary Partners
Ohio
$1.37M +$1.37M +38,798 New
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$1.35M +$46.2K +1,310 +4%
MFG
122
Menard Financial Group
Texas
$1.34M +$1.33M +37,839 New
TCBWMS
123
Texas Capital Bank Wealth Management Services
Texas
$1.31M +$1.31M +37,185 New
BI
124
Ballast Inc
Kentucky
$1.31M +$217K +6,157 +20%
WAS
125
Wealth Advisory Solutions
Indiana
$1.3M +$1.3M +36,878 New
3 4
5
6 7

SPIB Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2019, worth a combined $3.94B — down 0.46% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPIB positions and 37 closed out — a net gain of 30 holders — while 125 added to existing stakes and 84 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Raymond James & Associates, cutting an estimated $166M.

  • 310 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2019, up from 286 in Q3 2019.
  • Funds reported $3.94B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 67 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2019 and 37 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2019 was Raymond James & Associates, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2019.