State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
68 hedge funds and large institutions have $379M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
47% more capital invested
Capital invested by funds: $258M → $379M (+$121M)
19% more funds holding
Funds holding: 57 → 68 (+11)
4.93% more ownership
Funds ownership: 45.67% → 50.61% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$34.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.8M |
| 3 |
Morgan Stanley
New York
|
+$8.8M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$8.39M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.21M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$941K |
| 3 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$233K |
| 4 |
IH
IFC Holdings
Tampa,
Florida
|
-$206K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$180K |
SPIB Hedge Fund Activity: Q2 2015 in Review
68 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2015, worth a combined $379M — up 47% from $258M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPIB positions and 6 closed out — a net gain of 12 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.21M sold.
- 68 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2015, up from 57 in Q1 2015.
- Funds reported $379M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2015, up 47% quarter-over-quarter.
- 18 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2015 and 6 closed out, a net change of +12 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $34.7M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2015 was Jane Street, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2015.