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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
OWP
151
Obermeyer Wealth Partners
Colorado
$511K
MIM
152
Moseley Investment Management
Florida
$504K +$495K +14,743 New
DADC
153
D.A. Davidson & Co
Montana
$491K -$67.7K -2,016 -12%
DAS
154
Dynamic Advisor Solutions
Arizona
$475K +$202K +6,000 +76%
HPWM
155
Highland Private Wealth Management
Washington
$467K -$113K -3,350 -20%
PP
156
PrairieView Partners
Minnesota
$461K -$104K -3,096 -19%
FFS
157
Founders Financial Securities
Maryland
$453K +$224K +6,662 +101%
APCM
158
Alaska Permanent Capital Management
Alaska
$451K
AWA
159
Alaska Wealth Advisors
Alaska
$451K +$443K +13,200 New
WWM
160
Western Wealth Management
Colorado
$450K +$14.4K +430 +3%
SCA
161
Snowden Capital Advisors
New York
$441K -$7.32K -218 -2%
Principal Financial Group
162
Principal Financial Group
Iowa
$423K -$118K -3,504 -22%
BTS
163
BB&T Securities
Virginia
$399K +$134K +3,990 +52%
GRP
164
Global Retirement Partners
California
$368K +$35.2K +1,047 +11%
BIA
165
BHK Investment Advisors
Alabama
$359K
ERIM
166
Eagle Ridge Investment Management
Connecticut
$350K -$12.2M -364,226 -97%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$169K +5,027 +102%
SAM
168
Stringer Asset Management
Tennessee
$336K -$71.2K -2,121 -18%
CAN
169
Cetera Advisor Networks
California
$332K -$3.19K -95 -1%
RMAM
170
Raab & Moskowitz Asset Management
New Jersey
$330K +$325K +9,661 New
Sumitomo Mitsui Trust Group
171
Sumitomo Mitsui Trust Group
Japan
$325K -$57.4K -1,710 -15%
WIP
172
Wellesley Investment Partners
Massachusetts
$318K
WT
173
Whittier Trust
California
$318K +$370 +11 +0.1%
KeyBank National Association
174
KeyBank National Association
Ohio
$314K +$55.5K +1,651 +22%
WP
175
WealthPLAN Partners
Nebraska
$306K -$19.4K -578 -6%

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.