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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 262266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21%82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$853K +$838K +24,948 New
SHIM
127
Stone House Investment Management
Pennsylvania
$840K -$171K -5,081 -17%
AB
128
AT Bancorp
Iowa
$831K -$113K -3,365 -12%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$815K -$16.9M -503,779 -95%
HCM
130
Hollencrest Capital Management
California
$792K -$14.4K -430 -2%
IA
131
IFP Advisors
Florida
$775K -$823K -24,506 -52%
PFG
132
Pacific Financial Group
Washington
$775K +$43.3K +1,289 +6%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$765K -$154K -4,585 -17%
PA
134
PFG Advisors
Arizona
$743K -$4.6K -137 -0.6%
MML Investors Services
135
MML Investors Services
Massachusetts
$712K +$49.4K +1,471 +8%
NB
136
NBT Bank
New York
$678K
SCM
137
Smith Capital Management
Arkansas
$662K +$120K +3,584 +23%
EK
138
Evensky & Katz
Florida
$634K +$166K +4,947 +36%
UAS
139
United Asset Strategies
New York
$625K +$6.32K +188 +1%
Creative Planning
140
Creative Planning
Kansas
$606K -$60.6K -1,805 -9%
MCP
141
Martin Capital Partners
Oregon
$605K +$125K +3,729 +27%
PSUF
142
People's United Financial
Connecticut
$603K +$216K +6,428 +57%
VFA
143
Voya Financial Advisors
Connecticut
$600K -$45.3K -1,350 -7%
SIA
144
Strategic Investment Advisors
Michigan
$596K -$34.1K -1,014 -5%
CIAS
145
Capital Investment Advisory Services
North Carolina
$592K +$234K +6,974 +67%
FA
146
FDx Advisors
Illinois
$587K +$577K +17,173 New
CIBC World Market
147
CIBC World Market
Ontario, Canada
$562K -$17.1K -509 -3%
Franklin Resources
148
Franklin Resources
California
$553K -$46.8K -1,392 -8%
SPIA
149
Steward Partners Investment Advisory
New York
$528K -$15K -448 -3%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$522K +$416K +12,372 +669%

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.