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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
CAM
201
Concorde Asset Management
Michigan
$292K -$16.2K -463 -5%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$288K -$275K -7,849 -49%
LNC
203
Lincoln National Corp
Pennsylvania
$285K +$22.9K +653 +9%
TPA
204
Trivium Point Advisory
Connecticut
$285K +$283K +8,075 New
SWMG
205
Strategic Wealth Management Group
Maryland
$284K -$85.6K -2,439 -23%
US Bancorp
206
US Bancorp
Minnesota
$278K +$1.86K +53 +0.7%
FIA
207
Foundations Investment Advisors
Arizona
$272K +$269K +7,678 New
SHIM
208
Stone House Investment Management
Pennsylvania
$263K -$373K -10,630 -59%
BFG
209
Barber Financial Group
Kansas
$263K -$371K -10,579 -59%
AWM
210
Avior Wealth Management
Nebraska
$258K +$88.3K +2,516 +52%
PCM
211
Poehling Capital Management
Wisconsin
$250K +$249K +7,100 New
SS
212
Sunbelt Securities
Texas
$249K +$248K +7,057 New
WT
213
Whittier Trust
California
$246K -$78.5K -2,238 -24%
Millennium Management
214
Millennium Management
New York
$239K -$2.01M -57,420 -89%
IWC
215
Integrated Wealth Concepts
Massachusetts
$236K -$70.1K -1,999 -23%
CWM
216
Cornerstone Wealth Management
Missouri
$235K -$73.7K -2,102 -24%
TC
217
TownSquare Capital
Utah
$220K -$3.86K -110 -2%
HH
218
Hilltop Holdings
Texas
$209K +$2.98K +85 +1%
1IA
219
1834 Investment Advisors
Wisconsin
$206K
APA
220
American Portfolios Advisors
New York
$204K +$45.5K +1,298 +29%
CF
221
Centaurus Financial
California
$203K +$9.23K +263 +5%
EK
222
Evensky & Katz
Florida
$201K +$137K +3,914 +218%
AIS
223
Accurate Investment Solutions
Pennsylvania
$171K +$1.09K +31 +0.6%
CAC
224
Certified Advisory Corp
Florida
$156K
OAM
225
Oppenheimer Asset Management
New York
$152K -$20.3K -580 -12%

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.