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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

312 hedge funds and large institutions have $4.73B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 80 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 80

27% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 45

27% more capital invested

Capital invested by funds: $3.73B → $4.73B (+$992M)

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+1)

3% more funds holding

Funds holding: 304 → 312 (+8)

2.26% less ownership

Funds ownership: 77.55% → 75.29% (-2.3%)

Holders
312
Holders Change
+8
Holders Change %
+2.63%
% of All Funds
6.4%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.64%
New
57
Increased
137
Reduced
80
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$399M
2
State Street
State Street
Massachusetts
+$287M
3
Jane Street
Jane Street
New York
+$133M
4
MIA
MainStreet Investment Advisors
Illinois
+$131M
5
LPL Financial
LPL Financial
California
+$39.7M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$453M
2
AIMU
Allianz Investment Management US
Minnesota
-$37.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$24.3M
4
MIS
Morningstar Investment Services
Illinois
-$24M
5
PWAG
Polaris Wealth Advisory Group
California
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
351
Capital Advisory Group Advisory Services
Minnesota
– -$2K -48 Closed
FWM
352
Filbrandt Wealth Management
Wisconsin
– -$1K -43 Closed
SIAS
353
Shine Investment Advisory Services
Colorado
– -$1K -31 Closed
EI
354
Ellevest Inc
New York
– -$1K -15 Closed
PCA
355
Providence Capital Advisors
North Carolina
– +$178 +5 New
BFC
356
Bedel Financial Consulting
Indiana
– +$320 +9 New
11 12 13 14
15

SPIB Hedge Fund Activity: Q2 2020 in Review

312 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2020, worth a combined $4.73B — up 27% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 45 closed out — a net gain of 12 holders — while 137 added to existing stakes and 80 trimmed.

The largest buyer was Charles Schwab, adding an estimated $399M. The largest seller was United Services Automobile Association, cutting an estimated $453M.

  • 312 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2020, up from 304 in Q1 2020.
  • Funds reported $4.73B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2020, up 27% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2020 and 45 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2020 was Charles Schwab, an estimated $399M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2020 was United Services Automobile Association, an estimated $453M sold.

Based on aggregated 13F filings for Q2 2020.