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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$18K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$17K
SFM
178
Signet Financial Management
New Jersey
$17K +$17K +505 New
FANJ
179
Financial Architects (New Jersey)
New Jersey
$12K -$36.7K -1,087 -75%
CHP
180
Cable Hill Partners
Oregon
$11K
ACA
181
Atlas Capital Advisors
Wyoming
$9.22K +$9.28K +275 New
AIM
182
Advantage Investment Management
Iowa
$8K +$8.03K +238 New
Bessemer Group
183
Bessemer Group
New Jersey
$8K +$8.16K +242 New
FGAM
184
Financial Gravity Asset Management
Texas
$8K +$8.4K +249 New
FGC
185
Financial Gravity Companies
Texas
$8K +$8.4K +249 New
GTAM
186
Global Trust Asset Management
Florida
$7K -$4.05K -120 -37%
VCM
187
Virtue Capital Management
Tennessee
$6K -$1.15K -34 -16%
IWM
188
IHT Wealth Management
Illinois
$6K +$34 +1 +0.6%
FCAG
189
First Capital Advisors Group
New Jersey
$6K +$5.74K +170 New
CAL
190
Capital Analysts LLC
Pennsylvania
$6K +$6.07K +180 New
GEA
191
Glen Eagle Advisors
New Jersey
$5.94K
SEI Investments
192
SEI Investments
Pennsylvania
$5K +$810 +24 +18%
Northern Trust
193
Northern Trust
Illinois
$4K
VFA
194
Valeo Financial Advisors
Indiana
$4K
WB
195
Webster Bank
Connecticut
$4K
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$4K +$675 +20 +18%
SWP
197
Stratos Wealth Partners
Ohio
$4K +$4.08K +121 New
Barclays
198
Barclays
United Kingdom
$3K
FRA
199
Front Row Advisors
California
$3K
HWP
200
Hefty Wealth Partners
Indiana
$2K +$2.46K +73 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.