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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
DPIM
51
Duff & Phelps Investment Management
Illinois
$11.9M +$37.2K +1,010 +0.3%
ACM
52
Advisors Capital Management
New Jersey
$11.7M +$350K +9,521 +3%
AWM
53
Adams Wealth Management
Utah
$11.7M +$4.81M +130,560 +69%
CAL
54
Capital Analysts LLC
Pennsylvania
$10.7M +$823K +22,365 +8%
WP
55
WealthSource Partners
California
$10.2M +$379K +10,284 +4%
T
56
TrueFG
Texas
$10.1M +$517K +14,034 +5%
OPS
57
Orion Portfolio Solutions
Nebraska
$10.1M +$2.14M +58,008 +27%
PWAG
58
Polaris Wealth Advisory Group
California
$9.34M -$2.97M -80,747 -24%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$9.18M +$683K +18,562 +8%
C1AG
60
Client 1st Advisory Group
Florida
$8.88M +$1.54M +41,874 +21%
OMC
61
Old Mission Capital
Illinois
$8.75M -$3.98M -108,004 -31%
VFM
62
Vivid Financial Management
California
$8.56M +$336K +9,132 +4%
5L
63
55I LLC
Massachusetts
$7.83M +$3.79M +103,000 +94%
LFPWM
64
Leicht Financial Planning & Wealth Management
New Jersey
$7.77M -$875K -23,778 -10%
WCA
65
Westover Capital Advisors
Delaware
$7.76M +$278K +7,542 +4%
CCMG
66
Clark Capital Management Group
Pennsylvania
$7.76M -$1.75M -47,583 -18%
FHC
67
First Heartland Consultants
Missouri
$7.63M +$474K +12,867 +7%
PVH
68
Psagot Value Holdings
Israel
$7.6M -$2.47M -67,020 -24%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$7.37M +$272K +7,385 +4%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$7.31M +$1.64M +44,659 +29%
TCM
71
Towercrest Capital Management
Pennsylvania
$7.21M +$1.08M +29,317 +18%
HGWM
72
Horst & Graben Wealth Management
Oregon
$6.99M +$1.69M +45,832 +32%
SFG
73
StrategIQ Financial Group
Indiana
$6.48M +$731K +19,868 +13%
WCM
74
Windsor Capital Management
Arizona
$6.46M +$444K +12,069 +7%
PAG
75
Private Advisor Group
New Jersey
$6.27M +$406K +11,033 +7%

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.