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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

28% more capital invested

Capital invested by funds: $1.95B → $2.5B (+$551M)

19% more funds holding

Funds holding: 172205 (+33)

0.35% more ownership

Funds ownership: 74.58%74.93% (+0.35%)

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$700M +$73.1M +2,168,335 +12%
T
2
Thomaspartners
Massachusetts
$228M +$229M +6,796,940 New
UBS Group
3
UBS Group
Switzerland
$226M +$4.58M +135,657 +2%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$204M +$9.98M +295,713 +5%
RJA
5
Raymond James & Associates
Florida
$130M +$11.2M +333,025 +9%
Wells Fargo
6
Wells Fargo
California
$107M -$7.76M -230,114 -7%
SMA
7
Simply Money Advisors
Ohio
$75.4M +$75.9M +2,249,030 New
Bank of America
8
Bank of America
North Carolina
$68.7M +$31.1M +920,645 +82%
AIMU
9
Allianz Investment Management US
Minnesota
$67.1M +$67.5M +2,000,000 New
MIS
10
Morningstar Investment Services
Illinois
$66.7M +$12.8M +379,365 +24%
State Street
11
State Street
Massachusetts
$38.4M +$1.32M +39,208 +4%
Morgan Stanley
12
Morgan Stanley
New York
$34.9M +$129K +3,830 +0.4%
GFPC
13
Global Financial Private Capital
Florida
$34M +$5.03M +149,029 +17%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$29.8M +$18.4M +544,163 +157%
SMM
15
Stadion Money Management
Georgia
$29.5M +$3.05M +90,433 +11%
MWM
16
Mission Wealth Management
California
$25.2M -$18.9M -560,694 -43%
WI
17
WrapManager Inc
California
$19.1M +$19.2M +569,968 New
ERIM
18
Eagle Ridge Investment Management
Connecticut
$17.9M +$983K +29,140 +6%
SGAM
19
Stephens Group Asset Management
Arkansas
$17.3M -$11.8M -350,513 -40%
HI
20
Horizon Investments
North Carolina
$17.2M +$17.3M +511,548 New
AA
21
ALPS Advisors
Colorado
$16.7M +$158K +4,679 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16M +$2.31M +68,449 +17%
LPL Financial
23
LPL Financial
California
$15.9M +$163K +4,824 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15M -$819K -24,265 -5%
CIM
25
Confluence Investment Management
Missouri
$15M -$122K -3,625 -0.8%

SPIB Hedge Fund Activity: Q1 2018 in Review

205 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2018, worth a combined $2.5B — up 28% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SPIB positions and 16 closed out — a net gain of 34 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Thomaspartners, opening a new position worth an estimated $229M. The largest seller was Mission Wealth Management, cutting an estimated $18.9M.

  • 205 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2018, up from 172 in Q4 2017.
  • Funds reported $2.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2018, up 28% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2018 and 16 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2018 was Thomaspartners, an estimated $229M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2018 was Mission Wealth Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.