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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
CWM
176
Cornerstone Wealth Management
Missouri
$303K -$2.55K -76 -0.9%
CAM
177
Concorde Asset Management
Michigan
$302K -$12.6K -375 -4%
HH
178
Hilltop Holdings
Texas
$300K +$295K +8,775 New
RFA
179
Reilly Financial Advisors
California
$294K -$46.8K -1,392 -14%
BRC
180
Bell Rock Capital
Delaware
$290K +$78.2K +2,327 +38%
WPSG
181
Wealth & Pension Services Group
Georgia
$285K +$1.01K +30 +0.4%
US Bancorp
182
US Bancorp
Minnesota
$285K +$33.6K +1,001 +14%
FTS
183
Fifth Third Securities
Ohio
$275K +$13.7K +408 +5%
HIS
184
Harvest Investment Services
Illinois
$261K +$258K +7,685 New
HPC
185
Hobart Private Capital
North Carolina
$245K +$241K +7,175 New
TC
186
TownSquare Capital
Utah
$229K +$5.95K +177 +3%
Invesco
187
Invesco
Georgia
$219K +$215K +6,400 New
SWMG
188
Strategic Wealth Management Group
Maryland
$214K -$20.9K -622 -9%
MWPCG
189
Measured Wealth Private Client Group
New Hampshire
$210K +$207K +6,157 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$205K +$200K +5,940 +10,800%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$201K +$198K +5,888 New
ACA
192
Aptus Capital Advisors
Alabama
$201K +$198K +5,890 New
IWC
193
Integrated Wealth Concepts
Massachusetts
$200K -$29.6K -880 -13%
OAM
194
Oppenheimer Asset Management
New York
$200K -$1.14K -34 -0.6%
ESB
195
Essex Savings Bank
Connecticut
$171K
CA
196
Cetera Advisors
Colorado
$171K +$169K +5,026 New
AIS
197
Accurate Investment Solutions
Pennsylvania
$170K -$2.92K -87 -2%
APSP
198
Asset Planning Services (Pennsylvania)
Pennsylvania
$163K +$537 +16 +0.3%
APA
199
American Portfolios Advisors
New York
$154K +$10.2K +303 +7%
AWM
200
Avior Wealth Management
Nebraska
$154K +$52.2K +1,553 +52%

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.