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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
EFSCE
201
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$143K +4,262 New
IAS
202
INR Advisory Services
Pennsylvania
$143K +$21.1K +629 +18%
William Blair & Company
203
William Blair & Company
Illinois
$126K -$23.4K -698 -16%
LPWM
204
Lake Point Wealth Management
Texas
$105K -$2.31M -68,658 -96%
TFGT
205
TS Financial Group (TSFG)
Illinois
$101K +$99.5K +2,963 New
Deutsche Bank
206
Deutsche Bank
Germany
$83K -$164K -4,874 -67%
RFC
207
Regions Financial Corp
Alabama
$78K
TWA
208
TCI Wealth Advisors
Arizona
$72K +$55.9K +1,664 +383%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$60K +$32.5K +967 +122%
JP Morgan Chase
210
JP Morgan Chase
New York
$58K -$97.7K -2,908 -63%
TFA
211
Transamerica Financial Advisors
Florida
$53K -$1.29M -38,547 -96%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$51K +$25.6K +762 +108%
PCP
213
Proficio Capital Partners
Massachusetts
$50K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$47K -$12.5K -371 -21%
SFA
215
Semmax Financial Advisors
North Carolina
$46K -$51.7K -1,539 -53%
LDFR
216
Lehman & Derafelo Financial Resources
Pennsylvania
$45K
MAM
217
Marquette Asset Management
Minnesota
$45K +$44.2K +1,316 New
RWA
218
Ropes Wealth Advisors
Massachusetts
$44K +$43.1K +1,282 New
GSC
219
G&S Capital
Colorado
$43K
Citigroup
220
Citigroup
New York
$42K +$34 +1 +0.1%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$41K
PGAM
222
Princeton Global Asset Management
New Jersey
$41K
AIM
223
Anchor Investment Management
South Carolina
$38.3K
LFG
224
LifePlan Financial Group
Ohio
$33K +$2.62K +78 +9%
1IA
225
1834 Investment Advisors
Wisconsin
$32K

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.