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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

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: 3031 (+1)

3% more funds holding

Funds holding: 304312 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$27.2M +$1M +28,138 +4%
PAG
27
Pinnacle Advisory Group
Maryland
$27.2M +$225K +6,330 +0.9%
FWM
28
Focused Wealth Management
New York
$26.8M +$870K +24,471 +3%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$25.1M
Barclays
30
Barclays
United Kingdom
$24.7M -$20.1M -565,415 -46%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$24.3M +$23.4M +657,972 +7,769%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$23.9M +$682K +19,182 +3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$22.7M +$3.08M +86,569 +16%
Osaic Holdings
34
Osaic Holdings
Arizona
$21.8M +$2.71M +76,064 +15%
GI
35
Gradient Investments
Minnesota
$21M +$6.64M +186,674 +48%
OAM
36
Occidental Asset Management
California
$19.1M +$55.5K +1,559 +0.3%
MIFH
37
Migdal Insurance & Financial Holdings
Israel
$19.1M +$2.07M +58,306 +13%
AWM
38
AE Wealth Management
Kansas
$18.6M +$1.47M +41,288 +9%
BBA
39
BLB&B Advisors
Pennsylvania
$18.2M +$1.93M +54,291 +12%
SS
40
Simplicity Solutions
Minnesota
$18.1M +$1.73M +48,740 +11%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$17.3M -$18.5M -520,803 -52%
EWA
42
ERTS Wealth Advisors
Michigan
$16.8M +$3M +84,345 +22%
RA
43
RFG Advisory
Alabama
$16.1M +$664K +18,674 +4%
SMM
44
Stadion Money Management
Georgia
$15.9M -$81.8K -2,300 -0.5%
WI
45
WrapManager Inc
California
$14.1M +$1.85M +52,009 +16%
TC
46
Trilogy Capital
California
$14M +$195K +5,486 +1%
Ameriprise
47
Ameriprise
Minnesota
$14M +$4.77K +134 +0%
HC
48
HNP Capital
New York
$13.5M +$13.2M +370,114 New
VRM
49
Vectors Research Management
New York
$13.5M +$6.83M +192,023 +108%
SGAM
50
Stephens Group Asset Management
Arkansas
$13.4M +$5.78M +162,390 +80%

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.