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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$68.4K -$33.2K -900 -33%
BC
302
Bartlett & Co
Ohio
$68K -$33.2K -900 -33%
LWM
303
Liberty Wealth Management
California
$60K +$332 +9 +0.6%
GEA
304
Glen Eagle Advisors
New Jersey
$50.2K
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$49K
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$48K
PGAM
307
Princeton Global Asset Management
New Jersey
$45K
NFG
308
Next Financial Group
Texas
$43K +$7.71K +209 +22%
AIM
309
Anchor Investment Management
South Carolina
$41.7K
PWM
310
Perigon Wealth Management
California
$41K +$40.9K +1,107 New
PA
311
Parallel Advisors
California
$40K
MHR
312
Matthew Hamilton Rosenberg
$38K
M
313
MOTCO
Texas
$37K
BWM
314
Baystate Wealth Management
Massachusetts
$36K +$35.6K +965 New
AFS
315
Annapolis Financial Services
Maryland
$29K +$28.5K +771 New
MCC
316
Money Concepts Capital
Florida
$29K +$28.6K +776 New
FPW
317
Flagship Private Wealth
Massachusetts
$28.2K +$28.1K +761 New
IBOK
318
Independence Bank of Kentucky
Kentucky
$27K
KFS
319
Kelly Financial Services
Massachusetts
$26.1K +$25.8K +699 +23,300%
CB
320
Community Bank
New York
$24K
CHA
321
Carmichael Hill & Associates
Maryland
$20K +$4.61K +125 +29%
COCM
322
Charter Oak Capital Management
New Hampshire
$20K +$21.3K +576 New
SIC
323
Salem Investment Counselors
North Carolina
$19K
CTFG
324
Capstone Triton Financial Group
Oklahoma
$15K +$14.6K +395 New
TI
325
tru Independence
Oregon
$14.8K +$1.95M +52,928 New

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.