We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

274 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$394M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 266274 (+8)

1.04% more ownership

Funds ownership: 82.96%84% (+1%)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
5.95%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
36
Increased
121
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.14B +$9.13M +266,283 +0.8%
USAA
2
United Services Automobile Association
Texas
$406M +$96M +2,798,751 +32%
UBS Group
3
UBS Group
Switzerland
$296M +$15.8M +461,198 +6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$258M +$300K +8,732 +0.1%
RJA
5
Raymond James & Associates
Florida
$168M +$4.9M +142,930 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$116M +$21.4M +622,779 +23%
AIMU
7
Allianz Investment Management US
Minnesota
$92.5M +$22.2M +648,041 +32%
LPL Financial
8
LPL Financial
California
$86.8M +$1.7M +49,438 +2%
Wells Fargo
9
Wells Fargo
California
$76.8M +$77.1K +2,247 +0.1%
MIS
10
Morningstar Investment Services
Illinois
$62.3M -$15.4M -447,676 -20%
State Street
11
State Street
Massachusetts
$52.9M +$418K +12,201 +0.8%
HI
12
Horizon Investments
North Carolina
$52M +$9.46M +275,862 +23%
PAS
13
Park Avenue Securities
New York
$50.8M -$1.26M -36,797 -2%
AssetMark Inc
14
AssetMark Inc
California
$47.9M +$47.1M +1,372,378 +400,110%
SI
15
Stephens Inc
Arkansas
$43M +$5.66M +165,076 +15%
Bank of America
16
Bank of America
North Carolina
$39.3M +$6.65M +193,947 +21%
AF
17
Allworth Financial
California
$37.6M +$4.91M +143,011 +15%
CPO
18
Cerity Partners OCIO
New York
$37.1M +$2.9M +84,645 +9%
PI
19
PFS Investments
Georgia
$35.6M +$7.49M +218,280 +27%
CFIA
20
Cantor Fitzgerald Investment Advisors
New York
$34.4M -$285K -8,297 -0.8%
MWM
21
Mission Wealth Management
California
$30.5M +$31.3K +913 +0.1%
Morgan Stanley
22
Morgan Stanley
New York
$28.7M -$1.15M -33,527 -4%
PSUF
23
People's United Financial
Connecticut
$27.3M +$26.2M +762,597 +4,321%
PAG
24
Pinnacle Advisory Group
Maryland
$26.8M +$26.3M +766,531 New
GFPC
25
Global Financial Private Capital
Florida
$26.1M -$2.04M -59,384 -7%