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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
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$211K -$12.5K -372 -6%
Manulife (Manufacturers Life Insurance)
152
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207K -$4.28K -127 -2%
IWP
153
Icon Wealth Partners
Texas
$162K -$120K -3,562 -42%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$157K +$405 +12 +0.3%
APA
155
American Portfolios Advisors
New York
$124K -$16.3K -483 -12%
SWM
156
SeaCrest Wealth Management
New York
$111K
CAL
157
Capital Advisors Ltd
Ohio
$97K -$215K -6,362 -69%
AWA
158
Acorn Wealth Advisors
Michigan
$96K +$4.28K +127 +5%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$83K +$26.6K +789 +47%
BRC
160
Bell Rock Capital
Delaware
$77K +$28.6K +848 +58%
PS
161
Portfolio Solutions
Michigan
$72K
GRP
162
Global Retirement Partners
California
$64K +$10.8K +320 +20%
1IA
163
1834 Investment Advisors
Wisconsin
$52K +$3.74K +111 +8%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$39K +$13.3K +393 +52%
AIM
165
Anchor Investment Management
South Carolina
$37.6K
VCM
166
Vigilant Capital Management
Maine
$33K +$33.6K +996 New
BCWM
167
Bartlett & Co Wealth Management
Ohio
$30.2K +$30.4K +900 New
BC
168
Bartlett & Co
Ohio
$30K -$7.25K -215 -19%
Citigroup
169
Citigroup
New York
$30K
LFG
170
LifePlan Financial Group
Ohio
$30K +$30.1K +892 New
SCA
171
Stuart Chaussee & Associates
California
$29K
MFW
172
Mosaic Family Wealth
Missouri
$29K +$641 +19 +2%
AWM
173
Avior Wealth Management
Nebraska
$27K +$27.5K +814 New
IAS
174
INR Advisory Services
Pennsylvania
$26K +$26.3K +779 New
AIS
175
Accurate Investment Solutions
Pennsylvania
$23K +$23.5K +696 New

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.