SPIB icon

SPDR Portfolio Intermediate Term Corporate Bond ETF

211 hedge funds and large institutions have $2.57B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
4.84%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
38
Increased
90
Reduced
54
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$733M 22,025,811 +1,168,537 +6%
UBS Group
2
UBS Group
Switzerland
$237M 7,127,395 +395,967 +6%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$211M 6,324,691 +245,648 +4%
RJA
4
Raymond James & Associates
Florida
$135M 4,063,746 +190,106 +5%
Wells Fargo
5
Wells Fargo
California
$117M 3,517,694 +330,485 +10%
Bank of America
6
Bank of America
North Carolina
$116M 3,473,747 +1,424,227 +69%
MIS
7
Morningstar Investment Services
Illinois
$70.8M 2,125,336 +138,059 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$67.6M 2,030,014 +1,547,483 +321%
AIMU
9
Allianz Investment Management US
Minnesota
$66.6M 2,000,000
AF
10
Allworth Financial
California
$55.5M 1,667,243 +1,667,243 New
PAS
11
Park Avenue Securities
New York
$54.9M 1,654,593 +1,643,511 +14,830%
AssetMark Inc
12
AssetMark Inc
California
$51M 1,530,879 +1,431,119 +1,435%
State Street
13
State Street
Massachusetts
$37.8M 1,136,253 -10,004 -0.9%
GFPC
14
Global Financial Private Capital
Florida
$37M 1,111,382 +96,175 +9%
Morgan Stanley
15
Morgan Stanley
New York
$34.6M 1,039,447 -1,594 -0.2%
SI
16
Stephens Inc
Arkansas
$31.7M 952,126 +952,126 New
HI
17
Horizon Investments
North Carolina
$31.6M 950,001 +438,453 +86%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$31M 931,932 +42,044 +5%
SMM
19
Stadion Money Management
Georgia
$27.2M 817,640 -62,441 -7%
MWM
20
Mission Wealth Management
California
$26.1M 784,348 +32,311 +4%
SGAM
21
Stephens Group Asset Management
Arkansas
$24.3M 731,388 +216,256 +42%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.7M 560,744 +112,410 +25%
LPL Financial
23
LPL Financial
California
$18.5M 555,881 +80,626 +17%
ERIM
24
Eagle Ridge Investment Management
Connecticut
$18.4M 552,323 +18,010 +3%
PSUF
25
People's United Financial
Connecticut
$15M 900 +900 New