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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
OWA
251
Outlook Wealth Advisors
Texas
$330K -$5.94K -161 -2%
SW
252
SlateStone Wealth
Florida
$329K -$16.6K -450 -5%
BFA
253
Beacon Financial Advisory
Ohio
$329K +$11K +298 +3%
CIAS
254
Capital Investment Advisory Services
North Carolina
$325K -$2.47K -67 -0.8%
UWM
255
USAdvisors Wealth Management
Minnesota
$324K +$322K +8,729 New
AFP
256
Ausdal Financial Partners
Iowa
$314K +$312K +8,442 New
AWA
257
Acorn Wealth Advisors
Michigan
$309K +$307K +8,315 New
NCG
258
Newport Capital Group
New Jersey
$303K +$301K +8,151 New
MWC
259
MBM Wealth Consultants
Missouri
$299K +$297K +8,046 New
RMAM
260
Raab & Moskowitz Asset Management
New Jersey
$289K +$3.65K +99 +1%
GPWA
261
Great Point Wealth Advisors
Massachusetts
$288K -$24.2K -656 -8%
GSEP
262
Golden State Equity Partners
California
$288K +$287K +7,771 New
EA
263
Eclectic Associates
California
$287K +$285K +7,728 New
TAM
264
Tucker Asset Management
Colorado
$284K +$282K +7,642 New
MIS
265
Morningstar Investment Services
Illinois
$281K -$47.4K -1,285 -15%
OC
266
Oppenheimer & Co
New York
$274K +$57.9K +1,569 +27%
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
$273K -$20.9K -565 -7%
SL
268
Savior LLC
Massachusetts
$273K +$164K +4,435 +153%
PP
269
PrairieView Partners
Minnesota
$271K -$46.8K -1,267 -15%
MCA
270
Magnolia Capital Advisors
Mississippi
$267K -$3.51K -95 -1%
CCA
271
Catalyst Capital Advisors
New York
$264K
PCM
272
Poehling Capital Management
Wisconsin
$264K
RJT
273
Raymond James Trust
Florida
$260K
CAG
274
Csenge Advisory Group
Florida
$258K -$67.9K -1,841 -21%
TCM
275
Teza Capital Management
Illinois
$250K

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.