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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
OAM
126
Oppenheimer Asset Management
New York
$231K
EWF
127
Epstein & White Financial
California
$231K +$233K +6,781 New
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$228K +$229K +6,672 New
PFS
129
Prospera Financial Services
Texas
$223K -$21.2K -616 -9%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$221K +$222K +6,466 New
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215K +$7.32K +213 +4%
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$160K +$997 +29 +0.6%
APA
133
American Portfolios Advisors
New York
$143K +$143K +4,169 New
SWM
134
SeaCrest Wealth Management
New York
$113K +$114K +3,313 New
CA
135
Calton & Associates
Florida
$98K +$99.2K +2,885 New
AWA
136
Acorn Wealth Advisors
Michigan
$94K +$94.9K +2,762 New
PS
137
Portfolio Solutions
Michigan
$74K
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$25.6K +746 +79%
GRP
139
Global Retirement Partners
California
$54K
BRC
140
Bell Rock Capital
Delaware
$51K +$50.7K +1,474 New
1IA
141
1834 Investment Advisors
Wisconsin
$49K +$49.2K +1,432 New
FANJ
142
Financial Architects (New Jersey)
New Jersey
$49K +$49.9K +1,452 New
AIM
143
Anchor Investment Management
South Carolina
$38.4K
BC
144
Bartlett & Co
Ohio
$38K
Citigroup
145
Citigroup
New York
$31K
SCA
146
Stuart Chaussee & Associates
California
$30K +$30.2K +880 New
MFW
147
Mosaic Family Wealth
Missouri
$29K +$29.5K +857 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$26K
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$19K +$13.8K +400 +282%
MSA
150
Marino Stram & Associates
Massachusetts
$19K +$18.7K +544 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.