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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

356 hedge funds and large institutions have $5.19B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

30% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 105

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

9% more funds holding

Funds holding: 327356 (+29)

7% more capital invested

Capital invested by funds: $4.86B → $5.19B (+$324M)

3.64% more ownership

Funds ownership: 80.55%84.18% (+3.6%)

Holders
356
Holders Change
+29
Holders Change %
+8.87%
% of All Funds
6.3%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.57%
New
69
Increased
136
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$29.3M +$5.01M +135,864 +21%
AF
27
Allworth Financial
California
$27.8M -$44.7M -1,210,696 -62%
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$25.5M
AWM
29
AE Wealth Management
Kansas
$24.9M +$6.53M +177,054 +36%
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$24.5M +$45.4K +1,229 +0.2%
Citadel Advisors
31
Citadel Advisors
Florida
$23.8M +$20.6M +558,203 +674%
EWA
32
ERTS Wealth Advisors
Michigan
$23.3M +$203K +5,503 +0.9%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$22.9M +$2.96M +80,291 +15%
SS
34
Simplicity Solutions
Minnesota
$20.9M +$2.54M +68,766 +14%
OAM
35
Occidental Asset Management
California
$20.1M +$600K +16,252 +3%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$18.8M -$143K -3,877 -0.8%
5L
37
55I LLC
Massachusetts
$18.7M +$10.7M +290,462 +136%
VRM
38
Vectors Research Management
New York
$18.7M +$3.14M +85,199 +20%
HC
39
HNP Capital
New York
$18.3M +$1.82M +49,214 +11%
Bank of America
40
Bank of America
North Carolina
$18.2M -$2.06M -55,818 -10%
Ameriprise
41
Ameriprise
Minnesota
$18.1M +$1.35M +36,646 +8%
RA
42
RFG Advisory
Alabama
$17.6M +$215K +5,823 +1%
WP
43
WealthSource Partners
California
$15.5M +$5.14M +139,311 +50%
SGAM
44
Stephens Group Asset Management
Arkansas
$15.3M +$1.23M +33,309 +9%
SW
45
SteelPeak Wealth
California
$14.6M +$14.5M +391,678 New
AWM
46
Adams Wealth Management
Utah
$14.4M +$2.49M +67,405 +21%
WI
47
WrapManager Inc
California
$14.1M +$67.6K +1,832 +0.5%
Osaic Holdings
48
Osaic Holdings
Arizona
$13.8M -$11.2M -303,600 -45%
SMM
49
Stadion Money Management
Georgia
$13.8M -$1.34M -36,444 -9%
CFG
50
Cooper Financial Group
California
$12.4M -$925K -25,056 -7%

SPIB Hedge Fund Activity: Q4 2020 in Review

356 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2020, worth a combined $5.19B — up 6.7% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SPIB positions and 33 closed out — a net gain of 36 holders — while 136 added to existing stakes and 105 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $71.6M. The largest seller was State Street, cutting an estimated $204M.

  • 356 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2020, up from 327 in Q3 2020.
  • Funds reported $5.19B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2020, up 6.7% quarter-over-quarter.
  • 69 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2020 and 33 closed out, a net change of +36 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2020 was Sumitomo Mitsui Trust Group, an estimated $71.6M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2020 was State Street, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2020.