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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

327 hedge funds and large institutions have $4.86B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

64% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 91

5.25% more ownership

Funds ownership: 75.29%80.55% (+5.3%)

5% more funds holding

Funds holding: 312327 (+15)

3% more capital invested

Capital invested by funds: $4.73B → $4.86B (+$138M)

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
6.6%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.56%
New
43
Increased
149
Reduced
91
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Summit Wealth Partners
Florida
$367K +$3.13K +85 +0.9%
BRC
227
Bell Rock Capital
Delaware
$362K -$25K -679 -6%
RFA
228
Reilly Financial Advisors
California
$352K -$80.3K -2,180 -19%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$350K +$211K +5,719 +151%
Deutsche Bank
230
Deutsche Bank
Germany
$348K -$418K -11,363 -55%
SC
231
Scotia Capital
Ontario, Canada
$346K +$55.7K +1,513 +19%
SW
232
SlateStone Wealth
Florida
$342K -$293K -7,950 -46%
BS
233
Boenning & Scattergood
Pennsylvania
$342K
OWA
234
Outlook Wealth Advisors
Texas
$333K -$22.2K -604 -6%
MIS
235
Morningstar Investment Services
Illinois
$325K -$25.1K -683 -7%
CIAS
236
Capital Investment Advisory Services
North Carolina
$324K -$14.4K -392 -4%
IFG
237
Investors Financial Group
Minnesota
$323K +$65.3K +1,773 +25%
Creative Planning
238
Creative Planning
Kansas
$322K -$86K -2,336 -21%
CAG
239
Csenge Advisory Group
Florida
$322K -$81.3K -2,209 -20%
BFA
240
Beacon Financial Advisory
Ohio
$315K +$316K +8,577 New
PP
241
PrairieView Partners
Minnesota
$314K -$18.8K -510 -6%
GPWA
242
Great Point Wealth Advisors
Massachusetts
$307K
CAS
243
Cascadia Advisory Services
Oregon
$305K -$559K -15,191 -65%
MAFM
244
Mid Atlantic Financial Management
Pennsylvania
$291K +$291K +7,905 New
RMAM
245
Raab & Moskowitz Asset Management
New Jersey
$282K -$9.79K -266 -3%
AIA
246
Alera Investment Advisors
Illinois
$277K +$277K +7,525 New
ACM
247
Anfield Capital Management
California
$274K +$275K +7,458 New
MCA
248
Magnolia Capital Advisors
Mississippi
$267K
CCA
249
Catalyst Capital Advisors
New York
$261K
PCM
250
Poehling Capital Management
Wisconsin
$261K

SPIB Hedge Fund Activity: Q3 2020 in Review

327 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2020, worth a combined $4.86B — up 2.9% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 25 closed out — a net gain of 18 holders — while 149 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $485M. The largest seller was MainStreet Investment Advisors, cutting an estimated $133M.

  • 327 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2020, up from 312 in Q2 2020.
  • Funds reported $4.86B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2020 and 25 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $485M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2020 was MainStreet Investment Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2020.