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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
Barclays
76
Barclays
United Kingdom
$6.25M -$18.7M -507,078 -75%
RJA
77
Raymond James & Associates
Florida
$6.23M -$354K -9,610 -5%
PWM
78
Peterson Wealth Management
Nevada
$5.81M +$584K +15,852 +11%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$5.78M +$220K +5,968 +4%
PA
80
Probity Advisors
Texas
$5.68M +$88.6K +2,408 +2%
RFN
81
RDA Financial Network
Iowa
$5.41M +$172K +4,663 +3%
APC
82
Aspire Private Capital
North Carolina
$5.26M +$354K +9,620 +7%
AF
83
Advisornet Financial
Minnesota
$5.08M -$3.37M -91,591 -40%
SWP
84
Stratos Wealth Partners
Ohio
$5.07M +$510K +13,865 +11%
SI
85
Stephens Inc
Arkansas
$4.96M +$959K +26,045 +24%
BBA
86
BLB&B Advisors
Pennsylvania
$4.84M -$13.5M -365,606 -74%
FM
87
Foster & Motley
Ohio
$4.8M +$1.06M +28,720 +28%
AP
88
Appleton Partners
Massachusetts
$4.69M +$261K +7,077 +6%
RIM
89
Redwood Investment Management
Arizona
$4.6M -$89.2K -2,423 -2%
RCA
90
Rowland Carmichael Advisors
Arizona
$4.44M +$486K +13,195 +12%
CM
91
Cornerstone Management
Georgia
$4.29M +$92.3K +2,506 +2%
KC
92
Kingfisher Capital
North Carolina
$4.14M +$281K +7,641 +7%
APW
93
Austin Private Wealth
Texas
$3.65M +$1.32M +35,800 +56%
USAA
94
United Services Automobile Association
Texas
$3.54M -$64.8M -1,760,069 -95%
Fisher Asset Management
95
Fisher Asset Management
Washington
$3.42M +$16.4K +445 +0.5%
FFN
96
Focus Financial Network
Minnesota
$3.37M +$3.37M +91,561 New
VWA
97
Visionary Wealth Advisors
Illinois
$3.28M -$104K -2,813 -3%
CI
98
CX Institutional
Indiana
$3.16M +$168K +4,564 +6%
EWM
99
Empirical Wealth Management
Washington
$3.08M +$516K +14,021 +20%
Citadel Advisors
100
Citadel Advisors
Florida
$3.04M +$3.05M +82,808 New

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.