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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
Jane Street
26
Jane Street
New York
$31.7M +$26.9M +732,999 +522%
OMC
27
Old Mission Capital
Illinois
$31.6M +$31.9M +870,465 New
Verition Fund Management
28
Verition Fund Management
Connecticut
$30.7M +$31.1M +846,660 New
RA
29
RFG Advisory
Alabama
$26.8M +$9.67M +263,632 +55%
AF
30
Allworth Financial
California
$26.5M -$618K -16,827 -2%
SGAM
31
Stephens Group Asset Management
Arkansas
$24.4M +$9.6M +261,508 +64%
MIFH
32
Migdal Insurance & Financial Holdings
Israel
$23.7M +$1.39M +38,013 +6%
AssetMark Inc
33
AssetMark Inc
California
$22.2M -$11.9M -325,178 -35%
EWA
34
ERTS Wealth Advisors
Michigan
$20.6M -$2.21M -60,290 -10%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$20.2M +$20.4M +557,090 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$20.1M -$29M -790,756 -59%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$19.9M +$20.1M +548,963 New
OAM
38
Occidental Asset Management
California
$19.1M -$462K -12,588 -2%
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$19M +$659K +17,968 +4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$18.1M +$18.3M +498,212 New
Ameriprise
41
Ameriprise
Minnesota
$17.7M -$57.9K -1,577 -0.3%
AWM
42
Adams Wealth Management
Utah
$17.7M +$3.71M +101,093 +26%
Bank of America
43
Bank of America
North Carolina
$17.3M -$505K -13,771 -3%
Osaic Holdings
44
Osaic Holdings
Arizona
$17.2M +$3.83M +104,370 +28%
SA
45
Stewardship Advisors
Pennsylvania
$15.8M +$16M +436,830 New
VRM
46
Vectors Research Management
New York
$15.6M -$2.64M -71,966 -14%
HC
47
HNP Capital
New York
$15.2M -$2.71M -73,722 -15%
AWM
48
AE Wealth Management
Kansas
$15M -$9.37M -255,449 -38%
WI
49
WrapManager Inc
California
$14M +$173K +4,706 +1%
SMM
50
Stadion Money Management
Georgia
$13.3M -$143K -3,910 -1%

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.