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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

327 hedge funds and large institutions have $4.86B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

64% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 91

5.25% more ownership

Funds ownership: 75.29%80.55% (+5.3%)

5% more funds holding

Funds holding: 312327 (+15)

3% more capital invested

Capital invested by funds: $4.73B → $4.86B (+$138M)

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
6.6%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.56%
New
43
Increased
149
Reduced
91
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$25.2M
Osaic Holdings
27
Osaic Holdings
Arizona
$24.8M +$2.88M +78,199 +13%
ICMP
28
Integrated Capital Management (Pennsylvania)
Pennsylvania
$24.2M +$189K +5,147 +0.8%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$24.2M +$1.49M +40,467 +7%
EWA
30
ERTS Wealth Advisors
Michigan
$22.9M +$5.97M +162,181 +35%
Bank of America
31
Bank of America
North Carolina
$20.1M -$37.9M -1,029,997 -65%
HI
32
Horizon Investments
North Carolina
$20M -$20.1M -545,270 -50%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$19.7M +$554K +15,055 +3%
OAM
34
Occidental Asset Management
California
$19.2M +$24.3K +659 +0.1%
EFSCE
35
Enterprise Financial Services Corp (EFSC)
Missouri
$18.7M -$5.77M -156,818 -24%
AWM
36
AE Wealth Management
Kansas
$18.1M -$627K -17,044 -3%
SS
37
Simplicity Solutions
Minnesota
$18.1M -$101K -2,741 -0.6%
RA
38
RFG Advisory
Alabama
$17.3M +$1.02M +27,657 +6%
Ameriprise
39
Ameriprise
Minnesota
$16.7M +$2.63M +71,470 +19%
HC
40
HNP Capital
New York
$16.4M +$2.7M +73,414 +20%
VRM
41
Vectors Research Management
New York
$15.4M +$1.73M +47,010 +13%
TC
42
Trilogy Capital
California
$15.2M +$1.22M +33,156 +9%
SMM
43
Stadion Money Management
Georgia
$15M -$987K -26,812 -6%
WI
44
WrapManager Inc
California
$13.9M -$255K -6,933 -2%
SGAM
45
Stephens Group Asset Management
Arkansas
$13.9M +$427K +11,607 +3%
DCM
46
DeGreen Capital Management
Arizona
$13.8M +$1.2M +32,510 +9%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$13.2M +$7.4M +201,074 +127%
CFG
48
Cooper Financial Group
California
$13.1M +$759K +20,623 +6%
WCWM
49
Willow Creek Wealth Management
California
$12.8M +$572K +15,536 +5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$11.9M -$326K -8,848 -3%

SPIB Hedge Fund Activity: Q3 2020 in Review

327 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2020, worth a combined $4.86B — up 2.9% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 25 closed out — a net gain of 18 holders — while 149 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $485M. The largest seller was MainStreet Investment Advisors, cutting an estimated $133M.

  • 327 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2020, up from 312 in Q2 2020.
  • Funds reported $4.86B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2020 and 25 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $485M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2020 was MainStreet Investment Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2020.