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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

356 hedge funds and large institutions have $5.19B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

30% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 105

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

9% more funds holding

Funds holding: 327356 (+29)

7% more capital invested

Capital invested by funds: $4.86B → $5.19B (+$324M)

3.64% more ownership

Funds ownership: 80.55%84.18% (+3.6%)

Holders
356
Holders Change
+29
Holders Change %
+8.87%
% of All Funds
6.3%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.57%
New
69
Increased
136
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Concorde Asset Management
Michigan
$468K +$213K +5,777 +89%
WWM
227
Western Wealth Management
Colorado
$460K -$101K -2,737 -18%
Financial Engines Advisors
228
Financial Engines Advisors
California
$458K -$15.9K -431 -3%
MCM
229
Maryland Capital Management
Maryland
$436K +$432K +11,718 New
LJAC
230
L.J. Altfest & Co
New York
$425K +$422K +11,423 New
JSL
231
JT Stratford LLC
Georgia
$422K -$16.4K -445 -4%
JCM
232
Jacobi Capital Management
Pennsylvania
$418K +$274K +7,434 +196%
WFC
233
Western Financial Corp
California
$418K +$415K +11,258 New
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$408K -$619K -16,782 -60%
ACM
235
Anfield Capital Management
California
$404K +$126K +3,405 +46%
HIS
236
Harvest Investment Services
Illinois
$399K +$2.44K +66 +0.6%
TFS
237
TrustCore Financial Services
Tennessee
$398K -$23K -623 -6%
CAN
238
Cetera Advisor Networks
California
$383K +$6.46K +175 +2%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$380K +$26.4K +715 +8%
WT
240
Whittier Trust
California
$378K
SC
241
Scotia Capital
Ontario, Canada
$375K +$24.9K +674 +7%
T
242
TRUADVICE
Florida
$372K -$2.01M -54,391 -84%
BIA
243
BHK Investment Advisors
Alabama
$372K
SLWA
244
San Luis Wealth Advisors
California
$372K +$369K +10,000 New
CFAM
245
Center For Asset Management
Florida
$362K +$360K +9,747 New
RFA
246
Reilly Financial Advisors
California
$356K
IFG
247
Investors Financial Group
Minnesota
$354K +$26.4K +714 +8%
Franklin Resources
248
Franklin Resources
California
$346K -$74.6K -2,021 -18%
BS
249
Boenning & Scattergood
Pennsylvania
$346K
OAP
250
One Advisory Partners
Kansas
$343K -$58.3K -1,579 -15%

SPIB Hedge Fund Activity: Q4 2020 in Review

356 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2020, worth a combined $5.19B — up 6.7% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPIB positions and 33 closed out — a net gain of 36 holders — while 136 added to existing stakes and 105 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $71.6M. The largest seller was State Street, cutting an estimated $204M.

  • 356 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2020, up from 327 in Q3 2020.
  • Funds reported $5.19B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2020 and 33 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2020 was Sumitomo Mitsui Trust Group, an estimated $71.6M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2020 was State Street, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2020.