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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

286 hedge funds and large institutions have $3.95B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

31% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 90

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

4% more funds holding

Funds holding: 274286 (+12)

0% more capital invested

Capital invested by funds: $3.94B → $3.95B (+$12M)

2.49% less ownership

Funds ownership: 84%81.5% (-2.5%)

Holders
286
Holders Change
+12
Holders Change %
+4.38%
% of All Funds
6.27%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.57%
New
43
Increased
118
Reduced
90
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
$1.27B +$116M +3,296,989 +10%
USAA
2
United Services Automobile Association
Texas
$438M +$27.4M +782,097 +7%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$264M +$3.85M +109,647 +1%
RJA
4
Raymond James & Associates
Florida
$178M +$8.69M +247,738 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M -$9.5M -270,846 -8%
LPL Financial
6
LPL Financial
California
$91.8M +$4.07M +116,134 +5%
AIMU
7
Allianz Investment Management US
Minnesota
$91.3M -$2.06M -58,752 -2%
Wells Fargo
8
Wells Fargo
California
$85.9M +$8.34M +237,779 +11%
AF
9
Allworth Financial
California
$65.7M +$27.6M +786,408 +73%
MIS
10
Morningstar Investment Services
Illinois
$63.4M +$435K +12,402 +0.7%
PAG
11
Pinnacle Advisory Group
Maryland
$56.4M +$29.2M +831,606 +108%
State Street
12
State Street
Massachusetts
$55.9M +$2.5M +71,139 +5%
PAS
13
Park Avenue Securities
New York
$49.3M -$1.96M -55,816 -4%
SI
14
Stephens Inc
Arkansas
$43.1M -$409K -11,666 -0.9%
Principal Financial Group
15
Principal Financial Group
Iowa
$41.6M +$41.4M +1,179,809 New
Citadel Advisors
16
Citadel Advisors
Florida
$41.5M +$17.3M +494,199 +72%
CPO
17
Cerity Partners OCIO
New York
$39.3M +$1.83M +52,075 +5%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$33.1M -$1.6M -45,712 -5%
MWM
19
Mission Wealth Management
California
$32.7M +$1.96M +55,751 +6%
HI
20
Horizon Investments
North Carolina
$31.3M -$21.1M -601,336 -40%
UBS Group
21
UBS Group
Switzerland
$30.8M -$267M -7,599,558 -90%
Bank of America
22
Bank of America
North Carolina
$30.1M -$9.53M -271,715 -24%
Jane Street
23
Jane Street
New York
$30M +$29.9M +851,314 New
PSUF
24
People's United Financial
Connecticut
$29.8M +$2.24M +63,788 +8%
Morgan Stanley
25
Morgan Stanley
New York
$29M -$37.5K -1,069 -0.1%

SPIB Hedge Fund Activity: Q3 2019 in Review

286 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2019, worth a combined $3.95B — up 0.3% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 30 closed out — a net gain of 13 holders — while 118 added to existing stakes and 90 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $116M. The largest seller was UBS Group, cutting an estimated $267M.

  • 286 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2019, up from 274 in Q2 2019.
  • Funds reported $3.95B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2019, up 0.3% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2019 and 30 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $116M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2019 was UBS Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.