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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
1IA
251
1834 Investment Advisors
Wisconsin
$261K +$36.1K +984 +16%
OC
252
Oppenheimer & Co
New York
$257K -$10.6K -288 -4%
CCA
253
Catalyst Capital Advisors
New York
$257K
PCM
254
Poehling Capital Management
Wisconsin
$257K
PP
255
PrairieView Partners
Minnesota
$253K -$10.6K -290 -4%
RJT
256
Raymond James Trust
Florida
$253K
TCM
257
Teza Capital Management
Illinois
$250K
MCA
258
Magnolia Capital Advisors
Mississippi
$246K -$14.2K -386 -5%
CFAM
259
Center For Asset Management
Florida
$244K -$110K -3,003 -31%
MIS
260
Morningstar Investment Services
Illinois
$243K -$31.4K -857 -11%
TAM
261
Tucker Asset Management
Colorado
$241K -$36.5K -994 -13%
FA
262
Faithward Advisors
Pennsylvania
$235K -$1.81M -49,281 -88%
AIC
263
Archer Investment Corporation
Indiana
$230K +$1.28K +35 +0.6%
CL
264
CPWM LLC
Washington
$225K
RRA
265
Round Rock Advisors
Connecticut
$221K
CFB
266
Cullen/Frost Bankers
Texas
$220K +$35.9K +978 +19%
BHTS
267
Bar Harbor Trust Services
Maine
$218K
GSEP
268
Golden State Equity Partners
California
$215K -$67.1K -1,829 -24%
AL
269
ACAS LLC
California
$212K +$215K +5,855 New
SIM
270
Sadoff Investment Management
Wisconsin
$210K +$213K +5,802 New
HWM
271
Hohimer Wealth Management
Washington
$209K -$33.7K -918 -14%
BHWM
272
Bay Harbor Wealth Management
Maryland
$207K -$303K -8,267 -59%
AWM
273
Avior Wealth Management
Nebraska
$206K +$3.85K +105 +2%
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$202K -$81.1K -2,210 -28%
AAS
275
Avantax Advisory Services
Texas
$202K +$202K +5,501 New

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.