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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
LDFR
301
Lehman & Derafelo Financial Resources
Pennsylvania
$48K
JHCP
302
Jackson Hole Capital Partners
Oklahoma
$47K
PGAM
303
Princeton Global Asset Management
New Jersey
$44K
GEA
304
Glen Eagle Advisors
New Jersey
$43.2K -$5.8K -158 -12%
AIM
305
Anchor Investment Management
South Carolina
$40.6K
PA
306
Parallel Advisors
California
$39K
MHR
307
Matthew Hamilton Rosenberg
$37K
M
308
MOTCO
Texas
$36K
AFS
309
Annapolis Financial Services
Maryland
$28K
MCC
310
Money Concepts Capital
Florida
$28K
FPW
311
Flagship Private Wealth
Massachusetts
$27.5K
IBOK
312
Independence Bank of Kentucky
Kentucky
$26K
KFS
313
Kelly Financial Services
Massachusetts
$20.2K -$5.25K -143 -20%
CHA
314
Carmichael Hill & Associates
Maryland
$20K
COCM
315
Charter Oak Capital Management
New Hampshire
$20K
CB
316
Community Bank
New York
$16K -$7.34K -200 -31%
AWA
317
Arkadios Wealth Advisors
Georgia
$16K +$12K +326 +257%
CPFP
318
Clear Perspectives Financial Planning
Ohio
$12K
TA
319
Tectonic Advisors
Texas
$11K
JP Morgan Chase
320
JP Morgan Chase
New York
$10K +$9.51K +259 +740%
NIC
321
Northwest Investment Counselors
Oregon
$10K +$10.3K +280 New
CFFP
322
Center for Financial Planning
Michigan
$9K
WP
323
WealthShield Partners
North Carolina
$9K +$9.43K +257 New
HI
324
Hudock Inc
Pennsylvania
$9K +$10.1K +274 New
RG
325
Retirement Group
California
$7K

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.