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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
AWM
76
Adams Wealth Management
Utah
$6.87M +$67.9K +1,908 +1%
RJA
77
Raymond James & Associates
Florida
$6.54M -$60.1K -1,691 -0.9%
TCM
78
Towercrest Capital Management
Pennsylvania
$6.1M +$893K +25,104 +18%
WCM
79
Windsor Capital Management
Arizona
$5.98M +$452K +12,694 +8%
PAG
80
Private Advisor Group
New Jersey
$5.83M +$1.52M +42,748 +37%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$5.77M -$14.5M -408,623 -72%
SFG
82
StrategIQ Financial Group
Indiana
$5.72M +$87.6K +2,463 +2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$5.63M +$812K +22,837 +17%
PA
84
Probity Advisors
Texas
$5.55M -$24K -676 -0.4%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$5.53M -$457K -12,843 -8%
HGWM
86
Horst & Graben Wealth Management
Oregon
$5.27M +$1.86M +52,305 +57%
RFN
87
RDA Financial Network
Iowa
$5.21M +$197K +5,540 +4%
PWM
88
Peterson Wealth Management
Nevada
$5.19M -$7.08K -199 -0.1%
APC
89
Aspire Private Capital
North Carolina
$4.87M +$4.75M +133,401 New
Renaissance Technologies
90
Renaissance Technologies
New York
$4.7M +$4.58M +128,700 New
RIM
91
Redwood Investment Management
Arizona
$4.66M -$280K -7,871 -6%
BHB
92
Bank Hapoalim BM
Israel
$4.65M
SWP
93
Stratos Wealth Partners
Ohio
$4.53M +$4.18M +117,532 +1,790%
AP
94
Appleton Partners
Massachusetts
$4.4M +$186K +5,230 +5%
CM
95
Cornerstone Management
Georgia
$4.18M -$215K -6,036 -5%
5L
96
55I LLC
Massachusetts
$4.02M +$3.7M +104,023 +1,727%
SI
97
Stephens Inc
Arkansas
$3.98M +$36 +1 +0%
RCA
98
Rowland Carmichael Advisors
Arizona
$3.93M +$809K +22,752 +27%
KC
99
Kingfisher Capital
North Carolina
$3.84M +$129K +3,613 +4%
FM
100
Foster & Motley
Ohio
$3.72M +$823K +23,148 +29%

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.