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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

349 hedge funds and large institutions have $5.22B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 144 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 84.18%86.67% (+2.5%)

1% more capital invested

Capital invested by funds: $5.19B → $5.22B (+$28.3M)

9% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 47

2% less funds holding

Funds holding: 356349 (-7)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

25% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 144

Holders
349
Holders Change
-7
Holders Change %
-1.97%
% of All Funds
6.13%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.49%
New
43
Increased
108
Reduced
144
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
226
Lincoln National Corp
Pennsylvania
$343K -$138K -3,758 -28%
PAG
227
Pinnacle Advisory Group
Maryland
$340K -$636K -17,330 -65%
MCM
228
Maryland Capital Management
Maryland
$338K -$87.5K -2,385 -20%
CIAS
229
Capital Investment Advisory Services
North Carolina
$331K +$13.5K +367 +4%
SB
230
Strategic Blueprint
Georgia
$329K -$1.17M -31,901 -78%
BS
231
Boenning & Scattergood
Pennsylvania
$328K -$10K -273 -3%
TSS
232
Two Sigma Securities
New York
$327K +$331K +9,024 New
FCA
233
FLC Capital Advisors
California
$325K -$1.75M -47,611 -84%
ACS
234
Archford Capital Strategies
Illinois
$321K -$478K -13,028 -60%
1CM
235
1492 Capital Management
Wisconsin
$319K +$323K +8,800 New
HIP
236
HUB Investment Partners
Texas
$316K +$320K +8,724 New
OWA
237
Outlook Wealth Advisors
Texas
$312K -$9.84K -268 -3%
MOS
238
MGO One Seven
Ohio
$310K +$314K +8,563 New
CAM
239
Concorde Asset Management
Michigan
$304K -$164K -4,476 -36%
BG
240
Benedetti & Gucer
Georgia
$299K +$304K +8,273 New
SW
241
SlateStone Wealth
Florida
$296K -$25.4K -691 -8%
NCG
242
Newport Capital Group
New Jersey
$295K
KWM
243
Kingsview Wealth Management
Oregon
$293K +$296K +8,079 New
T
244
TRUADVICE
Florida
$290K -$76.5K -2,084 -21%
JSL
245
JT Stratford LLC
Georgia
$287K -$126K -3,439 -30%
CW
246
CreativeOne Wealth
Kansas
$281K -$207K -5,633 -42%
HF
247
HRT Financial
New York
$276K +$280K +7,631 New
KFC
248
Klingenstein Fields & Co
New York
$274K +$277K +7,559 New
CC
249
Copperleaf Capital
North Carolina
$267K -$6.79M -184,982 -96%
EA
250
Eclectic Associates
California
$263K -$17.2K -468 -6%

SPIB Hedge Fund Activity: Q1 2021 in Review

349 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2021, worth a combined $5.22B — up 0.55% from $5.19B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of SPIB and 43 opened new positions — a net loss of 4 holders — while 144 trimmed existing stakes and 108 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $187M. The largest seller was Charles Schwab, cutting an estimated $76.3M.

  • 349 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2021, down from 356 in Q4 2020.
  • Funds reported $5.22B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2021, up 0.55% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2021 and 47 closed out, a net change of -4 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $187M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2021 was Charles Schwab, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2021.