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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
OMC
51
Old Mission Capital
Illinois
$12.6M +$4.66M +131,076 +61%
DCM
52
DeGreen Capital Management
Arizona
$12.5M +$2.69M +75,595 +28%
CFG
53
Cooper Financial Group
California
$12.3M +$3.28M +92,160 +38%
GFPC
54
Global Financial Private Capital
Florida
$12.3M +$12M +336,103 New
PWAG
55
Polaris Wealth Advisory Group
California
$12.2M -$23M -645,224 -66%
WCWM
56
Willow Creek Wealth Management
California
$12.2M +$389K +10,931 +3%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$12.2M -$835K -23,485 -7%
DPIM
58
Duff & Phelps Investment Management
Illinois
$11.8M +$64K +1,800 +0.6%
ACM
59
Advisors Capital Management
New Jersey
$11.3M +$1.86M +52,350 +20%
Verition Fund Management
60
Verition Fund Management
Connecticut
$11M +$10.7M +301,902 New
CCFM
61
Clear Creek Financial Management
Washington
$10.9M +$10.6M +298,525 New
PVH
62
Psagot Value Holdings
Israel
$10M +$4.6M +129,392 +90%
CAL
63
Capital Analysts LLC
Pennsylvania
$9.82M +$278K +7,822 +3%
WP
64
WealthSource Partners
California
$9.77M -$9.99M -280,885 -51%
T
65
TrueFG
Texas
$9.56M +$818K +22,999 +10%
CCMG
66
Clark Capital Management Group
Pennsylvania
$9.45M -$139K -3,919 -1%
LFPWM
67
Leicht Financial Planning & Wealth Management
New Jersey
$8.59M -$727K -20,436 -8%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$8.45M +$836K +23,506 +11%
AF
69
Advisornet Financial
Minnesota
$8.4M +$1.08M +30,361 +15%
VFM
70
Vivid Financial Management
California
$8.18M +$6.23M +175,014 +359%
OPS
71
Orion Portfolio Solutions
Nebraska
$7.95M -$28.3K -797 -0.4%
WCA
72
Westover Capital Advisors
Delaware
$7.43M +$215K +6,034 +3%
C1AG
73
Client 1st Advisory Group
Florida
$7.35M +$1.92M +54,104 +37%
FHC
74
First Heartland Consultants
Missouri
$7.11M +$6.92M +194,658 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7.06M +$258K +7,259 +4%

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.