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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
BPA
376
Beacon Pointe Advisors
California
-$236K -6,319 Closed
NL
377
NWAM LLC
Washington
-$205K -5,525 Closed
FCH
378
Freestone Capital Holdings
Washington
-$113K -3,045 Closed
SIAG
379
Safeguard Investment Advisory Group
California
-$94K -2,551 Closed
PWM
380
Perigon Wealth Management
California
-$41K -1,107 Closed
SIC
381
Salem Investment Counselors
North Carolina
-$19K -500 Closed
CTFG
382
Capstone Triton Financial Group
Oklahoma
-$15K -395 Closed
Bessemer Group
383
Bessemer Group
New Jersey
-$7.74K -211 -94%
FPCG
384
Fort Pitt Capital Group
Pennsylvania
-$7K -196 Closed
BWM
385
BerganKDV Wealth Management
Minnesota
-$3K -88 Closed
MFT
386
Moisand Fitzgerald Tamayo
Florida
-$2K -52 Closed
PS
387
Planned Solutions
California
-$2K -50 Closed
ICP
388
Interchange Capital Partners
Pennsylvania
-$1K -45 Closed
RIA
389
RPG Investment Advisory
California
-$2K -41 Closed
Bank of Montreal
390
Bank of Montreal
Ontario, Canada
-$624 -17 -89%
GWSG
391
GPS Wealth Strategies Group
Colorado
+$73 +2 New
DWMG
392
DB Wealth Management Group
California
+$220 +6 New
CAGAS
393
Capital Advisory Group Advisory Services
Minnesota
+$440 +12 New

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.