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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
FHA
276
Flagship Harbor Advisors
Massachusetts
$101K -$33K -897 -25%
BC
277
Bartlett & Co
Ohio
$101K +$50.3K +1,366 +99%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$101K +$50.3K +1,366 +99%
Citigroup
279
Citigroup
New York
$90K -$368 -10 -0.4%
HR
280
Howe & Rusling
New York
$83K
GSWM
281
Golden State Wealth Management
California
$77K +$77.5K +2,105 New
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$71K +$331 +9 +0.5%
SIM
283
Sonora Investment Management
Arizona
$70K +$45.5K +1,235 +188%
LWM
284
Liberty Wealth Management
California
$60K +$57.9K +1,573 +2,968%
GEA
285
Glen Eagle Advisors
New Jersey
$49.7K
LDFR
286
Lehman & Derafelo Financial Resources
Pennsylvania
$49K
JHCP
287
Jackson Hole Capital Partners
Oklahoma
$47K
PGAM
288
Princeton Global Asset Management
New Jersey
$44K
AIM
289
Anchor Investment Management
South Carolina
$41.2K
PA
290
Parallel Advisors
California
$40K +$74 +2 +0.2%
MHR
291
Matthew Hamilton Rosenberg
$37K
CSPIA
292
Cary Street Partners Investment Advisory
Virginia
$36K +$35.9K +974 New
M
293
MOTCO
Texas
$36K +$36.5K +991 New
NFG
294
Next Financial Group
Texas
$35K +$35.1K +953 New
TF
295
TimeScale Financial
Massachusetts
$33K +$33.5K +909 New
IBOK
296
Independence Bank of Kentucky
Kentucky
$27K +$26.6K +723 New
CB
297
Community Bank
New York
$24K
SIC
298
Salem Investment Counselors
North Carolina
$18K
WP
299
WealthShield Partners
North Carolina
$16K -$66.3K -1,801 -81%
CHA
300
Carmichael Hill & Associates
Maryland
$16K

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.