State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
304 hedge funds and large institutions have $3.73B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 116 reducing their positions, and 57 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 27 → 30 (+3)
0% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 57
1.13% less ownership
Funds ownership: 78.68% → 77.55% (-1.1%)
2% less funds holding
Funds holding: 310 → 304 (-6)
5% less capital invested
Capital invested by funds: $3.94B → $3.73B (-$202M)
19% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$770M |
| 2 |
Barclays
London,
United Kingdom
|
+$43.6M |
| 3 |
Bank of New York Mellon
New York
|
+$34.8M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$28.5M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$780M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$40.1M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$35.6M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$30.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.5M |
SPIB Hedge Fund Activity: Q1 2020 in Review
304 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2020, worth a combined $3.73B — down 5.1% from $3.94B a quarter earlier.
Fund positioning in SPIB was balanced in Q1 2020: 57 funds opened new positions, 57 closed out, 94 added to existing stakes and 116 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $770M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $780M.
- 304 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2020, down from 310 in Q4 2019.
- Funds reported $3.73B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2020, down 5.1% quarter-over-quarter.
- 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2020 and 57 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $770M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $780M sold.
Based on aggregated 13F filings for Q1 2020.