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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
HWM
276
Hohimer Wealth Management
Washington
$248K
IA
277
IFG Advisory
Georgia
$238K +$17.6K +477 +8%
FHA
278
Flagship Harbor Advisors
Massachusetts
$237K +$133K +3,610 +131%
BPA
279
Beacon Pointe Advisors
California
$236K -$275K -7,453 -54%
AIC
280
Archer Investment Corporation
Indiana
$234K +$217K +5,874 +1,357%
CL
281
CPWM LLC
Washington
$231K
1IA
282
1834 Investment Advisors
Wisconsin
$231K +$6.38K +173 +3%
RRA
283
Round Rock Advisors
Connecticut
$226K +$225K +6,085 New
BHTS
284
Bar Harbor Trust Services
Maine
$224K
AWM
285
Avior Wealth Management
Nebraska
$208K +$4.83K +131 +2%
NL
286
NWAM LLC
Washington
$205K +$204K +5,525 New
CFB
287
Cullen/Frost Bankers
Texas
$190K -$9.15K -248 -5%
CL
288
COWA LLC
Oklahoma
$178K +$178K +4,829 New
APA
289
American Portfolios Advisors
New York
$157K -$406 -11 -0.3%
TFGT
290
TS Financial Group (TSFG)
Illinois
$151K +$4.58K +124 +3%
HS
291
Horan Securities
United States
$145K -$923 -25 -0.6%
OSNBOA
292
Old Second National Bank of Aurora
Illinois
$144K +$6.75K +183 +5%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$123K -$35.2K -953 -22%
FCH
294
Freestone Capital Holdings
Washington
$113K +$110K +2,985 +4,975%
William Blair & Company
295
William Blair & Company
Illinois
$108K -$37K -1,002 -26%
ACA
296
Aptus Capital Advisors
Alabama
$103K
SIAG
297
Safeguard Investment Advisory Group
California
$94K +$94.1K +2,551 New
Citigroup
298
Citigroup
New York
$92K +$185 +5 +0.2%
HR
299
Howe & Rusling
New York
$84K
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$72K +$406 +11 +0.6%

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.