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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$17K -$32.9K -958 -66%
CHP
152
Cable Hill Partners
Oregon
$11K -$21.9K -638 -67%
GTAM
153
Global Trust Asset Management
Florida
$11K +$11.2K +325 New
RFC
154
Regions Financial Corp
Alabama
$11K +$11.5K +334 New
W
155
WealthShield
North Carolina
$7K +$6.91K +201 New
WP
156
WealthShield Partners
North Carolina
$7K +$6.91K +201 New
VCM
157
Virtue Capital Management
Tennessee
$7K +$7.49K +218 New
GEA
158
Glen Eagle Advisors
New Jersey
$6.06K +$584 +17 +11%
IWM
159
IHT Wealth Management
Illinois
$6K +$69 +2 +1%
SEI Investments
160
SEI Investments
Pennsylvania
$5K +$2.44K +71 +111%
VFA
161
Valeo Financial Advisors
Indiana
$5K +$4.61K +134 New
AWMS
162
Advocacy Wealth Management Services
Georgia
$4K -$48.2K -1,403 -92%
AA
163
AlphaMark Advisors
Kentucky
$4K
KTC
164
Kistler-Tiffany Companies
Pennsylvania
$4K
Northern Trust
165
Northern Trust
Illinois
$4K
WB
166
Webster Bank
Connecticut
$4K
BHB
167
Bank Hapoalim BM
Israel
$3.41K
Barclays
168
Barclays
United Kingdom
$3K -$4.52M -131,390 -100%
FRA
169
Front Row Advisors
California
$3K +$3.47K +101 New
WTC
170
WhitTier Trust Company
Nevada
$1K
BlackRock
171
BlackRock
New York
$1K +$997 +29 New
SAM
172
Sentinel Asset Management
Vermont
-$32.2M -933,866 Closed
CCA
173
Conservest Capital Advisors
Pennsylvania
-$10.4M -302,753 Closed
KAM
174
Knightsbridge Asset Management
California
-$2.03M -58,741 Closed
Betterment LLC
175
Betterment LLC
New York
-$1.68M -48,676 Closed

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.