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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
WP
201
WealthShield Partners
North Carolina
$1K -$6K -178 -89%
BlackRock
202
BlackRock
New York
$1K
WTC
203
WhitTier Trust Company
Nevada
$1K
WI
204
WBI Investments
New Jersey
-$3.21M -93,722 Closed
DSN
205
D. Scott Neal
Kentucky
-$3.06M -89,516 Closed
FAM
206
Formidable Asset Management
Ohio
-$2.11M -61,589 Closed
HPWM
207
Highland Private Wealth Management
Washington
-$2.05M -59,910 Closed
VF
208
Virtu Financial
New York
-$1.76M -51,437 Closed
OIA
209
OneDigital Investment Advisors
Kansas
-$624K -18,228 Closed
PAG
210
Private Advisory Group
Washington
-$486K -14,201 Closed
AI
211
Atria Investments
North Carolina
-$437K -12,773 Closed
SBIA
212
Sheaff Brock Investment Advisors
Indiana
-$398K -11,639 Closed
APP
213
Avantax Planning Partners
Iowa
-$251K -7,330 Closed
CIA
214
Capital Investment Advisors
Georgia
-$249K -7,289 Closed
CA
215
Calton & Associates
Florida
-$98K -2,885 Closed
RFC
216
Regions Financial Corp
Alabama
-$11K -334 Closed
AA
217
AlphaMark Advisors
Kentucky
-$4K -130 Closed
AWMS
218
Advocacy Wealth Management Services
Georgia
-$4K -125 Closed
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
-$67 -2 -50%
VCM
220
Versant Capital Management
Arizona
+$67 +2 New
MSA
221
Marino Stram & Associates
Massachusetts
+$2.53K +75 +14%

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.