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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

172 hedge funds and large institutions have $1.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 13

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

79% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 33

34% more funds holding

Funds holding: 128172 (+44)

20% more capital invested

Capital invested by funds: $1.62B → $1.95B (+$331M)

1.76% more ownership

Funds ownership: 72.82%74.58% (+1.8%)

Holders
172
Holders Change
+44
Holders Change %
+34.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.2%
New
57
Increased
59
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$640M +$231M +6,721,541 +56%
UBS Group
2
UBS Group
Switzerland
$226M -$4.37M -127,084 -2%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$198M +$8.01M +233,165 +4%
RJA
4
Raymond James & Associates
Florida
$121M +$10.2M +297,900 +9%
Wells Fargo
5
Wells Fargo
California
$117M -$502K -14,618 -0.4%
MIS
6
Morningstar Investment Services
Illinois
$55M +$7.7M +223,887 +16%
MWM
7
Mission Wealth Management
California
$44.9M +$2.43M +70,649 +6%
Bank of America
8
Bank of America
North Carolina
$38.6M +$1.57M +45,550 +4%
State Street
9
State Street
Massachusetts
$37.9M -$15.8M -460,607 -29%
Morgan Stanley
10
Morgan Stanley
New York
$35.5M +$1.14M +33,078 +3%
GFPC
11
Global Financial Private Capital
Florida
$29.6M +$2.84M +82,511 +11%
SGAM
12
Stephens Group Asset Management
Arkansas
$29.6M +$29.8M +865,645 New
SMM
13
Stadion Money Management
Georgia
$27M +$19.3M +561,550 +246%
Jane Street
14
Jane Street
New York
$25.6M +$25.7M +748,352 New
ERIM
15
Eagle Ridge Investment Management
Connecticut
$17.3M +$1.31M +37,978 +8%
AA
16
ALPS Advisors
Colorado
$16.9M -$14.9M -432,859 -47%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.2M +$10.9M +318,511 +207%
LPL Financial
18
LPL Financial
California
$16.1M +$651K +18,925 +4%
CIM
19
Confluence Investment Management
Missouri
$15.4M +$549K +15,958 +4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.2M +$1.65M +48,023 +13%
LPT
21
Legacy Private Trust
Wisconsin
$13.9M +$9.49M +276,098 +212%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$11.8M +$1.01M +29,359 +9%
BA
23
Boston Advisors
Massachusetts
$10.4M +$991K +28,844 +10%
DPIM
24
Duff & Phelps Investment Management
Illinois
$10.3M +$68.7K +2,000 +0.7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$9.86M +$417K +12,121 +4%

SPIB Hedge Fund Activity: Q4 2017 in Review

172 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2017, worth a combined $1.95B — up 20% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 13 closed out — a net gain of 44 holders — while 59 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $231M. The largest seller was Sentinel Asset Management, exiting entirely with an estimated $32.2M sold.

  • 172 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $1.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $231M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2017 was Sentinel Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2017.