State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
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.
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: 4 → 9 (+5)
79% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 33
34% more funds holding
Funds holding: 128 → 172 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$231M |
| 2 |
Jane Street
New York
|
+$25.7M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$19.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$32.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$15.8M |
| 3 |
AA
ALPS Advisors
Denver,
Colorado
|
-$14.9M |
| 4 |
CCA
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
-$10.4M |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$5.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Citadel Advisors
Miami,
Florida
| – | -$859K | -24,886 | Closed |
|
|
ST
177
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$506K | -14,669 | Closed |
|
178
Creative Planning
Overland Park,
Kansas
| – | -$237K | -6,864 | Closed |
|
|
KCM
179
Karp Capital Management
Sausalito,
California
| – | -$195K | -5,662 | Closed |
|
|
BF
180
BOK Financial
Tulsa,
Oklahoma
| – | -$106K | -3,065 | Closed |
|
|
BCI
181
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$72K | -2,078 | Closed |
|
|
CFD
182
Creative Financial Designs
Kokomo,
Indiana
| – | -$18K | -509 | Closed |
|
183
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.06K | -118 | -97% |
|
|
RFM
184
Royal Fund Management
Lady Lake,
Florida
| – | -$1K | -38 | Closed |
|
|
TCM
185
Tradewinds Capital Management
Bellingham,
Washington
| – | +$412 | +12 | New |
|
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.