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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
AIC
301
Archer Investment Corporation
Indiana
$15.9K
AIP
302
Ameritas Investment Partners
Nebraska
$11K
CFFP
303
Center for Financial Planning
Michigan
$10K
BFEC
304
Benjamin F. Edwards & Company
Missouri
$9K
LFG
305
LifePlan Financial Group
Ohio
$9K
RG
306
Retirement Group
California
$7K
YAL
307
Your Advocates Ltd
Texas
$7K +$6.7K +182 New
BHB
308
Bank Hapoalim BM
Israel
$6.41K
SFPG
309
Stonebridge Financial Planning Group
Florida
$6K
BW
310
Bison Wealth
Georgia
$6K +$5.52K +150 New
AW
311
Avion Wealth
Texas
$5K
FRA
312
Front Row Advisors
California
$4K
FCH
313
Freestone Capital Holdings
Washington
$2.21K +$2.21K +60 New
NC
314
NewSquare Capital
Pennsylvania
$2K -$56.5K -1,535 -97%
IF
315
Ironwood Financial
Arizona
$2K
TCM
316
TD Capital Management
Tennessee
$2K
PS
317
Planned Solutions
California
$2K +$1.84K +50 New
JP Morgan Chase
318
JP Morgan Chase
New York
$1K -$642K -17,427 -100%
TFA
319
Transamerica Financial Advisors
Florida
$1K -$413K -11,229 -100%
VFA
320
Valeo Financial Advisors
Indiana
$1K -$4.01K -109 -80%
HFS
321
Hantz Financial Services
Michigan
$1K
WTC
322
WhitTier Trust Company
Nevada
$1K
LFG
323
Larson Financial Group
Missouri
$1K +$1.03K +28 New
ADL
324
Asset Dedication LLC
California
$1K +$1.44K +39 New
Millennium Management
325
Millennium Management
New York
$210 +$211K +5,724 New

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.