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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
AWM
251
Avior Wealth Management
Nebraska
$201K +$34.9K +981 +22%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$175K +$110K +3,101 +184%
APA
253
American Portfolios Advisors
New York
$158K +$12K +337 +8%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$138K -$91.9K -2,584 -41%
FHA
255
Flagship Harbor Advisors
Massachusetts
$133K +$130K +3,653 New
JCM
256
Jacobi Capital Management
Pennsylvania
$114K +$9.39K +264 +9%
CFB
257
Cullen/Frost Bankers
Texas
$100K +$96.9K +2,724 New
TFGT
258
TS Financial Group (TSFG)
Illinois
$94K +$14.9K +419 +19%
Citigroup
259
Citigroup
New York
$90K +$960 +27 +1%
HR
260
Howe & Rusling
New York
$82K
WP
261
WealthShield Partners
North Carolina
$81K +$71 +2 +0.1%
ACA
262
Aptus Capital Advisors
Alabama
$77K -$24.9K -700 -25%
William Blair & Company
263
William Blair & Company
Illinois
$72K -$56.9K -1,600 -45%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$71K +$427 +12 +0.6%
NC
265
NewSquare Capital
Pennsylvania
$58K -$435K -12,220 -89%
CFD
266
Creative Financial Designs
Indiana
$55K +$50.8K +1,427 +1,903%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$50.2K
BC
268
Bartlett & Co
Ohio
$50K
GEA
269
Glen Eagle Advisors
New Jersey
$49.4K +$7.11K +200 +17%
LDFR
270
Lehman & Derafelo Financial Resources
Pennsylvania
$48K
MAM
271
Marquette Asset Management
Minnesota
$48K
JHCP
272
Jackson Hole Capital Partners
Oklahoma
$47K
PGAM
273
Princeton Global Asset Management
New Jersey
$43K
AIM
274
Anchor Investment Management
South Carolina
$41K
PA
275
Parallel Advisors
California
$39K +$71 +2 +0.2%

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.