State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
102 hedge funds and large institutions have $873M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
10% more funds holding
Funds holding: 93 → 102 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $875M → $873M (-$2.33M)
4.93% less ownership
Funds ownership: 69.33% → 64.4% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$30.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$27.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$23.7M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$11.7M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$8.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$29.1M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$26.2M |
| 3 |
Goldman Sachs
New York
|
-$24.4M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$21.9M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$20.2M |
SPIB Hedge Fund Activity: Q2 2016 in Review
102 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2016, worth a combined $873M — down 0.27% from $875M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SPIB positions and 10 closed out — a net gain of 10 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $30.5M. The largest seller was Sentinel Asset Management, cutting an estimated $29.1M.
- 102 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2016, up from 93 in Q1 2016.
- Funds reported $873M of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2016, down 0.27% quarter-over-quarter.
- 20 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2016 and 10 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2016 was Morningstar Investment Services, an estimated $30.5M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2016 was Sentinel Asset Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q2 2016.