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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
BIA
126
BHK Investment Advisors
Alabama
$319K
SPIA
127
Steward Partners Investment Advisory
New York
$316K +$28.6K +849 +10%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$316K +$99.5K +2,951 +46%
FAAS
129
First Allied Advisory Services
California
$298K -$3.78K -112 -1%
OC
130
Oppenheimer & Co
New York
$297K -$18.2K -540 -6%
FTS
131
Fifth Third Securities
Ohio
$293K +$25.7K +763 +10%
CA
132
Continuum Advisory
Idaho
$286K -$111K -3,277 -28%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$280K +$282K +8,374 New
LA
134
LexAurum Advisors
Kansas
$273K -$29.7K -880 -10%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$265K -$9.98K -296 -4%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$265K +$266K +7,887 New
PFS
137
Prospera Financial Services
Texas
$262K +$44.1K +1,307 +20%
Goldman Sachs
138
Goldman Sachs
New York
$241K -$3.45M -102,207 -93%
William Blair & Company
139
William Blair & Company
Illinois
$237K -$29K -859 -11%
US Bancorp
140
US Bancorp
Minnesota
$232K
GCA
141
Gradient Capital Advisors
California
$230K
DS
142
DRW Securities
Illinois
$230K +$231K +6,860 New
SAM
143
Stringer Asset Management
Tennessee
$229K +$230K +6,823 New
Millennium Management
144
Millennium Management
New York
$226K +$227K +6,732 New
CPIA
145
Cornell Pochily Investment Advisors
New York
$225K -$48.6K -1,440 -18%
AWM
146
AE Wealth Management
Kansas
$219K +$220K +6,515 New
UAS
147
United Asset Strategies
New York
$215K -$607K -18,001 -74%
OAM
148
Oppenheimer Asset Management
New York
$215K -$10.1K -300 -4%
EWF
149
Epstein & White Financial
California
$212K -$14.8K -439 -6%
GC
150
Garde Capital
Washington
$211K -$191K -5,669 -47%

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.