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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

310 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

8% more funds holding

Funds holding: 286 → 310 (+24)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

0% less capital invested

Capital invested by funds: $3.95B → $3.94B (-$18.2M)

2.83% less ownership

Funds ownership: 81.5% → 78.68% (-2.8%)

Holders
310
Holders Change
+24
Holders Change %
+8.39%
% of All Funds
6.11%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.53%
New
67
Increased
125
Reduced
84
Closed
37
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
+$1.33M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$106M
2
USAA
United Services Automobile Association
Texas
+$49.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$18.8M
4
Citigroup
Citigroup
New York
+$17.6M
5
OMC
Old Mission Capital
Illinois
+$14M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$166M
2
Principal Financial Group
Principal Financial Group
Iowa
-$41.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$41.5M
4
Jane Street
Jane Street
New York
-$21.2M
5
LPL Financial
LPL Financial
California
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.38B +$106M +2,999,344 +8%
USAA
2
United Services Automobile Association
Texas
$488M +$49.2M +1,394,439 +11%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$272M +$7.49M +212,398 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$109M +$1.59M +45,012 +1%
AIMU
5
Allianz Investment Management US
Minnesota
$99.5M +$8.01M +227,301 +9%
Wells Fargo
6
Wells Fargo
California
$82.5M -$3.48M -98,701 -4%
LPL Financial
7
LPL Financial
California
$78.6M -$13.3M -376,106 -14%
AF
8
Allworth Financial
California
$70.6M +$4.87M +138,228 +7%
MIS
9
Morningstar Investment Services
Illinois
$64.5M +$1.06M +30,043 +2%
PAG
10
Pinnacle Advisory Group
Maryland
$57.2M +$754K +21,401 +1%
State Street
11
State Street
Massachusetts
$56M +$57.7K +1,637 +0.1%
PAS
12
Park Avenue Securities
New York
$48.4M -$992K -28,139 -2%
CPO
13
Cerity Partners OCIO
New York
$42.7M +$2.93M +83,133 +7%
SI
14
Stephens Inc
Arkansas
$39.7M -$3.43M -97,448 -8%
MWM
15
Mission Wealth Management
California
$34.1M +$1.31M +37,095 +4%
PSUF
16
People's United Financial
Connecticut
$32.5M +$2.65M +75,105 +9%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$32.4M -$753K -21,369 -2%
Bank of America
18
Bank of America
North Carolina
$30.6M +$534K +15,152 +2%
HI
19
Horizon Investments
North Carolina
$29.9M -$1.37M -38,854 -4%
Morgan Stanley
20
Morgan Stanley
New York
$29.8M +$800K +22,687 +3%
UBS Group
21
UBS Group
Switzerland
$28.8M -$2.06M -58,474 -7%
GPWA
22
Great Point Wealth Advisors
Massachusetts
$25.8M +$1.82M +51,520 +8%
FWM
23
Focused Wealth Management
New York
$23.4M +$2.71M +76,926 +13%
PI
24
PFS Investments
Georgia
$20.6M -$68.9K -1,955 -0.3%
RIM
25
Redwood Investment Management
Arizona
$20.2M +$790K +22,418 +4%
1
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SPIB Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2019, worth a combined $3.94B — down 0.46% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPIB positions and 37 closed out — a net gain of 30 holders — while 125 added to existing stakes and 84 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $106M. The largest seller was Raymond James & Associates, cutting an estimated $166M.

  • 310 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2019, up from 286 in Q3 2019.
  • Funds reported $3.94B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2019, down 0.46% quarter-over-quarter.
  • 67 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2019 and 37 closed out, a net change of +30 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $106M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2019 was Raymond James & Associates, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2019.