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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
Barclays
51
Barclays
United Kingdom
$13M +$13.2M +359,003 New
FTUS
52
Flow Traders U.S.
New York
$12.8M +$13M +353,624 New
T
53
TrueFG
Texas
$12.2M +$1.37M +37,269 +13%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$12M -$12.1M -329,479 -50%
DPIM
55
Duff & Phelps Investment Management
Illinois
$11.8M +$45.5K +1,240 +0.4%
WP
56
WealthSource Partners
California
$11.4M -$3.74M -101,906 -24%
CAL
57
Capital Analysts LLC
Pennsylvania
$10.9M +$179K +4,879 +2%
OPS
58
Orion Portfolio Solutions
Nebraska
$10.8M +$1.09M +29,579 +11%
DCM
59
DeGreen Capital Management
Arizona
$9.99M +$11.1M +301,642 +309%
CST
60
Charles Schwab Trust
Nevada
$9.88M +$7.89M +214,905 +373%
AFS
61
Amtrust Financial Services
New York
$9.8M
OIM
62
Opus Investment Management
Massachusetts
$9.77M
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$9.61M -$2.39M -65,060 -20%
PWAG
64
Polaris Wealth Advisory Group
California
$9.41M -$670K -18,247 -7%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$8.63M +$22.4K +610 +0.3%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$7.68M +$152K +4,143 +2%
WCM
67
Windsor Capital Management
Arizona
$7.55M +$950K +25,889 +14%
MNG
68
Manning & Napier Group
New York
$7.53M
BHB
69
Bank Hapoalim BM
Israel
$7.45M
SFG
70
StrategIQ Financial Group
Indiana
$7.43M +$746K +20,338 +11%
FM
71
Foster & Motley
Ohio
$7.42M +$1.05M +28,692 +16%
LFPWM
72
Leicht Financial Planning & Wealth Management
New Jersey
$7.34M +$132K +3,602 +2%
TCM
73
Towercrest Capital Management
Pennsylvania
$7.16M +$247K +6,724 +4%
C1AG
74
Client 1st Advisory Group
Florida
$6.84M -$2.02M -55,052 -23%
PVH
75
Psagot Value Holdings
Israel
$6.76M -$1.24M -33,836 -15%

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.