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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
RJT
251
Raymond James Trust
Florida
$257K +$257K +6,992 New
CAM
252
Concorde Asset Management
Michigan
$250K -$847 -23 -0.4%
TCM
253
Teza Capital Management
Illinois
$250K
HWM
254
Hohimer Wealth Management
Washington
$246K +$33.7K +916 +16%
DWM
255
Dakota Wealth Management
Florida
$242K -$101K -2,757 -30%
CL
256
CPWM LLC
Washington
$228K -$167K -4,550 -42%
BHTS
257
Bar Harbor Trust Services
Maine
$222K
1IA
258
1834 Investment Advisors
Wisconsin
$222K +$11.3K +308 +5%
IA
259
IFG Advisory
Georgia
$217K +$218K +5,929 New
OC
260
Oppenheimer & Co
New York
$214K +$214K +5,809 New
SIM
261
Sadoff Investment Management
Wisconsin
$213K
AWM
262
Avior Wealth Management
Nebraska
$201K -$1.1K -30 -0.5%
CFB
263
Cullen/Frost Bankers
Texas
$197K +$96.6K +2,624 +96%
PFS
264
Prospera Financial Services
Texas
$166K +$166K +4,519 New
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$156K -$19.5K -530 -11%
APA
266
American Portfolios Advisors
New York
$155K -$3.61K -98 -2%
HS
267
Horan Securities
United States
$145K +$145K +3,931 New
TFGT
268
TS Financial Group (TSFG)
Illinois
$144K +$49.3K +1,339 +52%
William Blair & Company
269
William Blair & Company
Illinois
$144K +$71.2K +1,934 +98%
JCM
270
Jacobi Capital Management
Pennsylvania
$140K +$24.6K +668 +21%
OSNBOA
271
Old Second National Bank of Aurora
Illinois
$135K -$74.1K -2,014 -35%
HCA
272
Horan Capital Advisors
Ohio
$135K +$135K +3,679 New
CHAM
273
Clear Harbor Asset Management
Connecticut
$126K +$126K +3,435 New
SL
274
Savior LLC
Massachusetts
$107K +$98K +2,663 +1,096%
ACA
275
Aptus Capital Advisors
Alabama
$102K +$24K +651 +31%

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.