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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
CPFP
326
Clear Perspectives Financial Planning
Ohio
$12K +$12.1K +328 New
HNB
327
Huntington National Bank
Ohio
$11K
TA
328
Tectonic Advisors
Texas
$11K +$10.7K +290 New
CFFP
329
Center for Financial Planning
Michigan
$10K
Bessemer Group
330
Bessemer Group
New Jersey
$8K +$8.27K +224 New
RG
331
Retirement Group
California
$7K
FPCG
332
Fort Pitt Capital Group
Pennsylvania
$7K +$7.23K +196 New
SFPG
333
Stonebridge Financial Planning Group
Florida
$6K
BW
334
Bison Wealth
Georgia
$6K +$185 +5 +3%
MAM
335
Meeder Asset Management
Ohio
$6K +$5.76K +156 New
AW
336
Avion Wealth
Texas
$5K
FRA
337
Front Row Advisors
California
$4K
JAWM
338
J. Arnold Wealth Management
Ohio
$4K +$4.13K +112 New
AWA
339
Arkadios Wealth Advisors
Georgia
$4K +$4.69K +127 New
AIA
340
Arcadia Investment Advisors
Idaho
$3.94K +$3.91K +106 New
BWM
341
BerganKDV Wealth Management
Minnesota
$3K +$3.25K +88 New
IF
342
Ironwood Financial
Arizona
$2K
PS
343
Planned Solutions
California
$2K
LFG
344
Larson Financial Group
Missouri
$2K +$1.22K +33 +118%
RIA
345
RPG Investment Advisory
California
$2K +$1.51K +41 New
MFT
346
Moisand Fitzgerald Tamayo
Florida
$2K +$1.92K +52 New
HFS
347
Hantz Financial Services
Michigan
$1K
JP Morgan Chase
348
JP Morgan Chase
New York
$1K
TFA
349
Transamerica Financial Advisors
Florida
$1K
VFA
350
Valeo Financial Advisors
Indiana
$1K

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.