We are live on ! Find out more
SPIB icon

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
SP
351
SWS Partners
Ohio
-$2.78M -74,742 Closed
TI
352
tru Independence
Oregon
-$14.8K -52,928 Closed
GFG
353
Greystone Financial Group
Michigan
-$1.77M -47,717 Closed
TCA
354
Transcend Capital Advisors
New Jersey
-$966K -25,994 Closed
OFG
355
OTA Financial Group
New York
-$960K -25,832 Closed
FWP
356
Firethorn Wealth Partners
Georgia
-$851K -22,899 Closed
TCWM
357
Total Clarity Wealth Management
Illinois
-$779K -20,951 Closed
LA
358
LexAurum Advisors
Kansas
-$774K -20,824 Closed
TFA
359
Teamwork Financial Advisors
Texas
-$761K -20,481 Closed
MIA
360
MainStreet Investment Advisors
Illinois
-$746K -20,066 Closed
PFA
361
Peak Financial Advisors
Colorado
-$713K -19,177 Closed
BTWM
362
Baker Tilly Wealth Management
Wisconsin
-$566K -15,219 Closed
VWA
363
Visionary Wealth Advisors
Illinois
-$555K -14,932 Closed
OWA
364
One Wealth Advisors
California
-$547K -14,723 Closed
IA
365
IndexIQ Advisors
New York
-$540K -14,511 Closed
PFA
366
Pinnacle Family Advisors
Missouri
-$522K -14,035 Closed
WFC
367
Western Financial Corp
California
-$418K -11,258 Closed
Franklin Resources
368
Franklin Resources
California
-$346K -9,306 Closed
OAP
369
One Advisory Partners
Kansas
-$343K -9,216 Closed
BFA
370
Beacon Financial Advisory
Ohio
-$329K -8,875 Closed
UWM
371
USAdvisors Wealth Management
Minnesota
-$324K -8,729 Closed
AFP
372
Ausdal Financial Partners
Iowa
-$314K -8,442 Closed
GPWA
373
Great Point Wealth Advisors
Massachusetts
-$288K -7,772 Closed
CAG
374
Csenge Advisory Group
Florida
-$258K -6,933 Closed
FHA
375
Flagship Harbor Advisors
Massachusetts
-$237K -6,366 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.