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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
LWM
301
Liberty Wealth Management
California
$2K +$1.89K +53 New
MCM
302
Manchester Capital Management
Vermont
$2K +$2.17K +61 New
FA
303
Financial Advantage
Maryland
$2K +$2.88K +81 New
IA
304
IndexIQ Advisors
New York
$1K -$747K -20,993 -100%
HFS
305
Hantz Financial Services
Michigan
$1K
HIA
306
Harbor Investment Advisory
Maryland
$1K
WTC
307
WhitTier Trust Company
Nevada
$1K
CL
308
Cabana LLC
Arkansas
$1K +$854 +24 New
KFS
309
Kelly Financial Services
Massachusetts
$112
Citadel Advisors
310
Citadel Advisors
Florida
-$24.3M -715,414 Closed
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
-$17.6M -516,285 Closed
BCM
312
Bluefin Capital Management
New York
-$5.2M -152,887 Closed
CCT
313
Country Club Trust
Missouri
-$3.26M -96,142 Closed
FTUS
314
Flow Traders U.S.
New York
-$2.7M -79,283 Closed
SP
315
SWS Partners
Ohio
-$2.24M -65,937 Closed
FGAM
316
Financial Gravity Asset Management
Texas
-$886 -26,089 Closed
DWM
317
Destination Wealth Management
California
-$886K -26,043 Closed
HR
318
Hayden Royal
North Carolina
-$830K -24,416 Closed
WAS
319
Wealth Advisory Solutions
Indiana
-$760K -22,359 Closed
A
320
AdvicePeriod
California
-$747K -21,963 Closed
OC
321
Oppenheimer & Co
New York
-$540K -15,882 Closed
GC
322
Gilbert & Cook
Iowa
-$455K -13,386 Closed
WSTAM
323
Wilbanks Smith & Thomas Asset Management
Virginia
-$433K -12,728 Closed
Baird Financial Group
324
Baird Financial Group
Wisconsin
-$412K -12,123 Closed
AIS
325
Accurate Investment Solutions
Pennsylvania
-$408K -11,990 Closed

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.