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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
NL
276
Navalign LLC
California
$201K +$203K +5,533 New
JWCA
277
J.W. Cole Advisors
Florida
$200K +$203K +5,526 New
CFD
278
Creative Financial Designs
Indiana
$189K -$970K -26,430 -84%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$182K -$1.4M -38,105 -88%
BAM
280
Belpointe Asset Management
Nevada
$159K -$1.12M -30,394 -87%
APA
281
American Portfolios Advisors
New York
$150K -$2.83K -77 -2%
CL
282
COWA LLC
Oklahoma
$144K -$31.7K -863 -18%
AIC
283
Ameritas Investment Company
Nebraska
$142K +$144K +3,925 New
SL
284
Savior LLC
Massachusetts
$134K -$134K -3,642 -50%
OSNBOA
285
Old Second National Bank of Aurora
Illinois
$134K -$6.46K -176 -5%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$120K
William Blair & Company
287
William Blair & Company
Illinois
$105K +$37 +1 +0%
ACA
288
Aptus Capital Advisors
Alabama
$102K +$1.73K +47 +2%
HR
289
Howe & Rusling
New York
$81K
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$80K +$9.43K +257 +13%
NFG
291
Next Financial Group
Texas
$73K +$31K +845 +73%
HS
292
Horan Securities
United States
$71K -$71.2K -1,941 -50%
BC
293
Bartlett & Co
Ohio
$67K
BCWM
294
Bartlett & Co Wealth Management
Ohio
$66.7K
Deutsche Bank
295
Deutsche Bank
Germany
$65K -$936K -25,496 -93%
TFGT
296
TS Financial Group (TSFG)
Illinois
$64K -$83.8K -2,283 -56%
EVM
297
Eaton Vance Management
Massachusetts
$63K +$63.7K +1,736 New
LWM
298
Liberty Wealth Management
California
$60K
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$60K +$60.9K +1,659 New
BWM
300
Baystate Wealth Management
Massachusetts
$53K +$18.2K +497 +52%

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.