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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

312 hedge funds and large institutions have $4.73B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 80 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 80

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

27% more capital invested

Capital invested by funds: $3.73B → $4.73B (+$992M)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

3% more funds holding

Funds holding: 304312 (+8)

2.26% less ownership

Funds ownership: 77.55%75.29% (-2.3%)

Holders
312
Holders Change
+8
Holders Change %
+2.63%
% of All Funds
6.4%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.64%
New
57
Increased
137
Reduced
80
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
PrairieView Partners
Minnesota
$331K -$64.4K -1,810 -17%
CWM
227
Cornerstone Wealth Management
Missouri
$327K +$319K +8,955 New
GPWA
228
Great Point Wealth Advisors
Massachusetts
$307K -$1.03M -29,035 -78%
SWMG
229
Strategic Wealth Management Group
Maryland
$294K
FWM
230
Frontier Wealth Management
Missouri
$294K +$287K +8,058 New
RMAM
231
Raab & Moskowitz Asset Management
New Jersey
$290K -$40K -1,125 -12%
SC
232
Scotia Capital
Ontario, Canada
$289K +$53.9K +1,516 +24%
CW
233
CreativeOne Wealth
Kansas
$285K +$277K +7,798 New
MCA
234
Magnolia Capital Advisors
Mississippi
$266K
PCM
235
Poehling Capital Management
Wisconsin
$259K
CCA
236
Catalyst Capital Advisors
New York
$259K +$253K +7,100 New
IFG
237
Investors Financial Group
Minnesota
$257K +$15.2K +428 +6%
TCM
238
Teza Capital Management
Illinois
$250K +$253K +7,100 New
CAN
239
Cetera Advisor Networks
California
$244K -$79.3K -2,228 -25%
CAM
240
Concorde Asset Management
Michigan
$243K -$102K -2,878 -31%
LA
241
LexAurum Advisors
Kansas
$232K -$5.26K -148 -2%
GM
242
GeoWealth Management
Illinois
$230K +$223K +6,263 New
BHTS
243
Bar Harbor Trust Services
Maine
$220K
GFPC
244
Global Financial Private Client
Florida
$216K +$210K +5,917 New
SIM
245
Sadoff Investment Management
Wisconsin
$212K +$206K +5,802 New
HWM
246
Hohimer Wealth Management
Washington
$210K +$71 +2 +0%
1IA
247
1834 Investment Advisors
Wisconsin
$209K -$19.7K -553 -9%
OSNBOA
248
Old Second National Bank of Aurora
Illinois
$208K -$2.28M -64,220 -92%
M&T Bank
249
M&T Bank
New York
$208K +$203K +5,700 New
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$202K -$19.5K -548 -9%

SPIB Hedge Fund Activity: Q2 2020 in Review

312 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2020, worth a combined $4.73B — up 27% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 45 closed out — a net gain of 12 holders — while 137 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $399M. The largest seller was United Services Automobile Association, cutting an estimated $453M.

  • 312 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2020, up from 304 in Q1 2020.
  • Funds reported $4.73B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2020 and 45 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2020 was Charles Schwab, an estimated $399M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2020 was United Services Automobile Association, an estimated $453M sold.

Based on aggregated 13F filings for Q2 2020.