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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

349 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $5.22B → $5.63B (+$415M)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 349349 (0)

2.76% less ownership

Funds ownership: 86.67%83.91% (-2.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
6.07%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
36
Increased
138
Reduced
108
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
$34.7M +$1.55M +42,386 +5%
PSUF
27
People's United Financial
Connecticut
$34.6M +$786K +21,537 +2%
RA
28
RFG Advisory
Alabama
$34.4M +$7.27M +199,136 +27%
SGAM
29
Stephens Group Asset Management
Arkansas
$32.9M +$8.18M +224,181 +33%
BPB
30
Badgley, Phelps & Bell
Washington
$32.9M +$552K +15,118 +2%
RVPG
31
Relative Value Partners Group
$31.8M -$392K -10,730 -1%
Osaic Holdings
32
Osaic Holdings
Arizona
$26.9M +$9.41M +257,725 +54%
AF
33
Allworth Financial
California
$26.4M -$428K -11,716 -2%
ZIG
34
Zurich Insurance Group
Switzerland
$25.2M +$25M +685,897 New
EWA
35
ERTS Wealth Advisors
Michigan
$24.7M +$3.85M +105,370 +19%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$23.9M -$142K -3,896 -0.6%
CCMG
37
Clark Capital Management Group
Pennsylvania
$22.3M +$16M +436,999 +255%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$20.4M
OAM
39
Occidental Asset Management
California
$20.1M +$765K +20,960 +4%
Citigroup
40
Citigroup
New York
$19.9M +$14.7M +401,587 +284%
Ameriprise
41
Ameriprise
Minnesota
$19.1M +$1.19M +32,584 +7%
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$18.9M -$312K -8,549 -2%
DCM
43
DeGreen Capital Management
Arizona
$18.4M +$3.75M +102,673 +26%
AWM
44
Adams Wealth Management
Utah
$18M +$87.6K +2,401 +0.5%
AWM
45
AE Wealth Management
Kansas
$16.5M +$1.25M +34,364 +8%
SA
46
Stewardship Advisors
Pennsylvania
$16M -$42.9K -1,176 -0.3%
Bank of America
47
Bank of America
North Carolina
$15.6M -$1.83M -50,128 -11%
WI
48
WrapManager Inc
California
$13.8M -$278K -7,627 -2%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$12.5M +$351K +9,621 +3%
DPIM
50
Duff & Phelps Investment Management
Illinois
$12M +$38.3K +1,050 +0.3%

SPIB Hedge Fund Activity: Q2 2021 in Review

349 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2021, worth a combined $5.63B — up 8% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 33 closed out — a net gain of 3 holders — while 138 added to existing stakes and 108 trimmed.

The largest buyer was Jane Street, adding an estimated $192M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $133M.

  • 349 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.63B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2021, up 8% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2021 and 33 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $192M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2021.