We are live on ! Find out more
SPIB icon

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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$12.3M +$2.97M +80,379 +32%
DPIM
52
Duff & Phelps Investment Management
Illinois
$12.1M +$73.8K +2,000 +0.6%
T
53
TrueFG
Texas
$11.1M +$822K +22,278 +8%
CAL
54
Capital Analysts LLC
Pennsylvania
$11M +$213K +5,776 +2%
CIAS
55
CFS Investment Advisory Services
New Jersey
$10.8M +$10.7M +291,253 New
PWAG
56
Polaris Wealth Advisory Group
California
$10.2M +$840K +22,749 +9%
AFS
57
Amtrust Financial Services
New York
$10.1M +$9.98M +270,400 New
OIM
58
Opus Investment Management
Massachusetts
$10M +$9.95M +269,578 New
OPS
59
Orion Portfolio Solutions
Nebraska
$9.97M -$272K -7,368 -3%
FHC
60
First Heartland Consultants
Missouri
$9.27M +$1.54M +41,790 +20%
C1AG
61
Client 1st Advisory Group
Florida
$9.02M +$85.7K +2,322 +1%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$8.82M -$3.23M -87,445 -27%
WCA
63
Westover Capital Advisors
Delaware
$8.72M +$869K +23,540 +11%
PVH
64
Psagot Value Holdings
Israel
$8.19M +$500K +13,553 +7%
CCMG
65
Clark Capital Management Group
Pennsylvania
$7.79M -$50.5K -1,369 -0.6%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$7.72M +$279K +7,572 +4%
HGWM
67
Horst & Graben Wealth Management
Oregon
$7.68M +$600K +16,267 +9%
LFPWM
68
Leicht Financial Planning & Wealth Management
New Jersey
$7.39M -$466K -12,621 -6%
CC
69
Copperleaf Capital
North Carolina
$7.15M +$5.43M +147,204 +326%
TCM
70
Towercrest Capital Management
Pennsylvania
$7.09M -$199K -5,403 -3%
MNG
71
Manning & Napier Group
New York
$7.07M
VFM
72
Vivid Financial Management
California
$6.97M -$1.68M -45,576 -20%
BHB
73
Bank Hapoalim BM
Israel
$6.96M
SFG
74
StrategIQ Financial Group
Indiana
$6.86M +$302K +8,174 +5%
HighTower Advisors
75
HighTower Advisors
Illinois
$6.8M +$6.23M +168,755 +1,200%

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.