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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
MHR
276
Matthew Hamilton Rosenberg
$37K -$747 -21 -2%
ACA
277
Atlas Capital Advisors
Wyoming
$31.7K +$30.9K +869 New
PA
278
Procyon Advisors
Connecticut
$27K
SF
279
Synovus Financial
Georgia
$25K
SIM
280
Sonora Investment Management
Arizona
$24K -$39.1K -1,100 -63%
CB
281
Community Bank
New York
$24K
SIC
282
Salem Investment Counselors
North Carolina
$18K
BlackRock
283
BlackRock
New York
$16K +$2.52K +71 +20%
BWM
284
BerganKDV Wealth Management
Minnesota
$16K +$15.5K +437 New
AIC
285
Archer Investment Corporation
Indiana
$15.8K +$15.4K +433 New
CHA
286
Carmichael Hill & Associates
Maryland
$15K
AIP
287
Ameritas Investment Partners
Nebraska
$11K
SL
288
Savior LLC
Massachusetts
$9K -$4.41K -124 -34%
BFEC
289
Benjamin F. Edwards & Company
Missouri
$9K
CFFP
290
Center for Financial Planning
Michigan
$9K
LFG
291
LifePlan Financial Group
Ohio
$8K
RG
292
Retirement Group
California
$7K +$6.76K +190 New
AW
293
Avion Wealth
Texas
$5K
SFPG
294
Stonebridge Financial Planning Group
Florida
$5K
VFA
295
Valeo Financial Advisors
Indiana
$5K +$4.87K +137 New
FRA
296
Front Row Advisors
California
$4K
Northern Trust
297
Northern Trust
Illinois
$4K +$373K +10,500 New
TFA
298
Toth Financial Advisory
Virginia
$3K +$3.24K +91 New
TCM
299
TD Capital Management
Tennessee
$2K +$1.6K +45 New
IF
300
Ironwood Financial
Arizona
$2K +$1.78K +50 New

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.