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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

266 hedge funds and large institutions have $3.55B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

2% more funds holding

Funds holding: 262266 (+4)

3% more capital invested

Capital invested by funds: $3.44B → $3.55B (+$113M)

0.26% less ownership

Funds ownership: 83.21%82.96% (-0.26%)

Holders
266
Holders Change
+4
Holders Change %
+1.53%
% of All Funds
5.76%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
36
Increased
117
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.11B +$117M +3,491,999 +12%
USAA
2
United Services Automobile Association
Texas
$302M +$4.95M +147,371 +2%
UBS Group
3
UBS Group
Switzerland
$274M +$18.9M +561,821 +8%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$252M -$1.46M -43,596 -0.6%
RJA
5
Raymond James & Associates
Florida
$159M +$9M +267,942 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$92.3M +$4.46M +132,649 +5%
LPL Financial
7
LPL Financial
California
$83.3M +$3.63M +108,198 +5%
MIS
8
Morningstar Investment Services
Illinois
$76.3M +$192K +5,730 +0.3%
Wells Fargo
9
Wells Fargo
California
$75M +$497K +14,806 +0.7%
AIMU
10
Allianz Investment Management US
Minnesota
$68.3M
State Street
11
State Street
Massachusetts
$51.3M -$17.3M -514,922 -26%
PAS
12
Park Avenue Securities
New York
$50.7M -$900K -26,778 -2%
MIFH
13
Migdal Insurance & Financial Holdings
Israel
$47.1M +$8.14M +242,312 +21%
HI
14
Horizon Investments
North Carolina
$41.4M +$9.14M +272,032 +29%
EB
15
Eastern Bank
Massachusetts
$39.4M +$38.7M +1,153,036 New
SI
16
Stephens Inc
Arkansas
$36.5M +$194K +5,765 +0.5%
Jane Street
17
Jane Street
New York
$35.7M +$23.8M +708,199 +211%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$33.9M -$6.14M -182,673 -16%
CPO
19
Cerity Partners OCIO
New York
$33.4M +$3.41M +101,659 +12%
AF
20
Allworth Financial
California
$31.9M -$312K -9,287 -1%
Bank of America
21
Bank of America
North Carolina
$31.8M +$1.65M +49,216 +6%
MWM
22
Mission Wealth Management
California
$29.8M +$1.02M +30,293 +4%
Morgan Stanley
23
Morgan Stanley
New York
$29.3M -$1.25M -37,278 -4%
GFPC
24
Global Financial Private Capital
Florida
$27.5M -$642K -19,126 -2%
PI
25
PFS Investments
Georgia
$27.5M +$17.3M +514,969 +178%

SPIB Hedge Fund Activity: Q1 2019 in Review

266 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2019, worth a combined $3.55B — up 3.3% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 30 closed out — a net gain of 6 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $117M. The largest seller was AssetMark Inc, cutting an estimated $52.9M.

  • 266 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $3.55B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2019 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $117M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2019.