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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
UAS
151
United Asset Strategies
New York
$720K +$71K +2,024 +11%
NB
152
NBT Bank
New York
$700K
Baird Financial Group
153
Baird Financial Group
Wisconsin
$647K -$73.9K -2,106 -10%
MML Investors Services
154
MML Investors Services
Massachusetts
$633K -$23.8K -679 -4%
SW
155
SlateStone Wealth
Florida
$609K -$98.2K -2,800 -14%
SWM
156
SeaCrest Wealth Management
New York
$600K +$597K +17,009 New
A
157
AdvicePeriod
California
$596K +$592K +16,875 New
BRC
158
Bell Rock Capital
Delaware
$593K +$160K +4,560 +37%
CB
159
Commerce Bank
Missouri
$591K
Creative Planning
160
Creative Planning
Kansas
$584K +$45.4K +1,294 +8%
SCM
161
Smith Capital Management
Arkansas
$576K -$76.6K -2,183 -12%
MFG
162
MidWestOne Financial Group
Iowa
$572K -$80.1K -2,282 -12%
AFP
163
Ausdal Financial Partners
Iowa
$560K +$982 +28 +0.2%
OWP
164
Obermeyer Wealth Partners
Colorado
$528K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$522K
CWSR
166
Chessman Wealth Strategies RIA
Texas
$508K -$1.21M -34,383 -70%
WWM
167
Western Wealth Management
Colorado
$505K +$11.5K +328 +2%
FFS
168
Founders Financial Securities
Maryland
$486K -$152K -4,346 -24%
Franklin Resources
169
Franklin Resources
California
$481K -$40.8K -1,164 -8%
IWM
170
IHT Wealth Management
Illinois
$475K +$472K +13,467 New
QCM
171
Quest Capital Management
Texas
$468K +$465K +13,258 New
APCM
172
Alaska Permanent Capital Management
Alaska
$466K
AWA
173
Alaska Wealth Advisors
Alaska
$466K
VFA
174
Voya Financial Advisors
Connecticut
$463K +$2.21K +63 +0.5%
TFS
175
TrustCore Financial Services
Tennessee
$460K +$97.6K +2,783 +27%

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.