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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
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$1.26M
WFWM
127
Wechter Feldman Wealth Management
New Jersey
$1.21M +$28.4K +809 +2%
APSP
128
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.21M +$539K +15,374 +82%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.15M +$367K +10,473 +48%
SCA
130
Snowden Capital Advisors
New York
$1.12M +$480K +13,695 +76%
MIM
131
Moseley Investment Management
Florida
$1.11M +$184K +5,252 +20%
BI
132
Ballast Inc
Kentucky
$1.09M -$7.58K -216 -0.7%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.07M +$172K +4,897 +19%
CAG
134
Crestwood Advisors Group
Massachusetts
$1.06M -$179K -5,095 -14%
EB
135
Eastern Bank
Massachusetts
$1.06M -$253K -7,198 -19%
HighTower Advisors
136
HighTower Advisors
Illinois
$1.06M -$5.61K -160 -0.5%
CI
137
CX Institutional
Indiana
$1.04M +$18.1K +515 +2%
AWA
138
Arete Wealth Advisors
Illinois
$1.02M -$294K -8,384 -22%
FAAS
139
First Allied Advisory Services
California
$964K -$109K -3,119 -10%
GRP
140
Global Retirement Partners
California
$957K +$34.9K +994 +4%
SPIA
141
Steward Partners Investment Advisory
New York
$900K +$212K +6,056 +31%
MCM
142
Mainstay Capital Management
Michigan
$872K -$40.1K -1,142 -4%
MWPCG
143
Measured Wealth Private Client Group
New Hampshire
$857K -$311K -8,866 -27%
PFG
144
Pacific Financial Group
Washington
$849K +$57.1K +1,628 +7%
PFM
145
Phillips Financial Management
Indiana
$777K -$196K -5,584 -20%
PA
146
PFG Advisors
Arizona
$759K +$19.3K +549 +3%
Prudential Financial
147
Prudential Financial
New Jersey
$757K +$753K +21,470 New
HCM
148
Hollencrest Capital Management
California
$732K
CWP
149
Capital Wealth Planning
Florida
$724K +$720K +20,527 New
BUB
150
BBVA USA Bancshares
Texas
$720K +$15.2K +432 +2%

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.