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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
DWM
176
Dakota Wealth Management
Florida
$454K +$452K +12,882 New
LA
177
LexAurum Advisors
Kansas
$445K +$214K +6,088 +93%
BAM
178
Belpointe Asset Management
Nevada
$438K +$435K +12,407 New
VHAM
179
Van Hulzen Asset Management
California
$425K +$422K +12,035 New
PP
180
PrairieView Partners
Minnesota
$422K -$28.9K -824 -6%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$416K -$77.4K -2,205 -16%
RFA
182
Reilly Financial Advisors
California
$396K +$33.3K +948 +9%
WP
183
WealthPLAN Partners
Nebraska
$388K +$87.2K +2,486 +29%
CL
184
CPWM LLC
Washington
$379K +$377K +10,739 New
HIIFS
185
Harel Insurance Investments & Financial Services
Israel
$376K
BIA
186
BHK Investment Advisors
Alabama
$370K
HIS
187
Harvest Investment Services
Illinois
$366K +$95.4K +2,718 +35%
RMAM
188
Raab & Moskowitz Asset Management
New Jersey
$359K -$62.6K -1,784 -15%
LFAS
189
Level Four Advisory Services
Texas
$353K +$59K +1,681 +20%
FTS
190
Fifth Third Securities
Ohio
$349K -$16K -457 -4%
CAN
191
Cetera Advisor Networks
California
$348K -$6.98K -199 -2%
FTUS
192
Flow Traders U.S.
New York
$338K +$336K +9,576 New
CFGS
193
Concourse Financial Group Securities
Alabama
$328K -$2.2M -62,781 -87%
KeyBank National Association
194
KeyBank National Association
Ohio
$328K +$4.07K +116 +1%
BTS
195
BB&T Securities
Virginia
$324K -$74.2K -2,116 -19%
SAM
196
Stringer Asset Management
Tennessee
$312K +$11.8K +336 +4%
DSN
197
D. Scott Neal
Kentucky
$312K +$310K +8,830 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$310K +$179K +5,105 +138%
WPSG
199
Wealth & Pension Services Group
Georgia
$297K +$1.44K +41 +0.5%
RPGK
200
Retirement Planning Group (Kansas)
Kansas
$297K +$295K +8,406 New

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.