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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
FHA
326
First Horizon Advisors
Tennessee
$7K +$7.52K +205 New
FGAM
327
Financial Gravity Asset Management
Texas
$6.57K +$2.43M +66,351 +58%
BW
328
Bison Wealth
Georgia
$6K
MAM
329
Meeder Asset Management
Ohio
$6K
AW
330
Avion Wealth
Texas
$5K
SFPG
331
Stonebridge Financial Planning Group
Florida
$5K
SIS
332
Sound Income Strategies
Florida
$4.71K +$4.77K +130 New
FRA
333
Front Row Advisors
California
$4K
JAWM
334
J. Arnold Wealth Management
Ohio
$4K
AIA
335
Arcadia Investment Advisors
Idaho
$3.84K
HPC
336
HM Payson & Co
Maine
$2K -$2.9M -79,028 -100%
IF
337
Ironwood Financial
Arizona
$2K
LFG
338
Larson Financial Group
Missouri
$2K
SWM
339
Spire Wealth Management
Virginia
$2K +$2.02K +55 New
TFA
340
Transamerica Financial Advisors
Florida
$1K
VFA
341
Valeo Financial Advisors
Indiana
$1K
WTC
342
WhitTier Trust Company
Nevada
$1K
HFS
343
Hantz Financial Services
Michigan
$1K +$257 +7 +32%
APWA
344
Atlas Private Wealth Advisors
New Jersey
$1K +$1.06K +29 New
BBHC
345
Brown Brothers Harriman & Co
New York
$97 +$98K +2,670 New
USAA
346
United Services Automobile Association
Texas
-$65.6M -1,856,428 Closed
SW
347
SteelPeak Wealth
California
-$14.6M -391,678 Closed
APW
348
Austin Private Wealth
Texas
-$4.44M -119,467 Closed
SPAS
349
Spectrum Planning & Advisory Services
California
-$3.83M -103,139 Closed
Renaissance Technologies
350
Renaissance Technologies
New York
-$3.5M -94,100 Closed

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.