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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
WCM
76
Windsor Capital Management
Arizona
$6.78M +$243K +6,589 +4%
RJA
77
Raymond James & Associates
Florida
$6.59M +$285K +7,729 +5%
FM
78
Foster & Motley
Ohio
$6.54M +$1.67M +45,368 +35%
PAG
79
Private Advisor Group
New Jersey
$6.53M +$186K +5,034 +3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$6.33M -$1.06M -28,678 -14%
PWM
81
Peterson Wealth Management
Nevada
$6.06M +$186K +5,048 +3%
DCM
82
DeGreen Capital Management
Arizona
$6.02M -$10.3M -278,281 -74%
SWP
83
Stratos Wealth Partners
Ohio
$5.55M +$423K +11,458 +8%
APC
84
Aspire Private Capital
North Carolina
$5.54M +$219K +5,945 +4%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$5.48M -$365K -9,899 -6%
CWA
86
Clearview Wealth Advisors
Oregon
$5.48M +$5.44M +147,282 New
CM
87
Cornerstone Management
Georgia
$5.29M +$944K +25,566 +22%
Jane Street
88
Jane Street
New York
$5.22M -$99.5M -2,696,276 -95%
FPWM
89
FSB Premier Wealth Management
Iowa
$5.08M +$5.04M +136,534 New
SI
90
Stephens Inc
Arkansas
$5.01M +$74 +2 +0%
AP
91
Appleton Partners
Massachusetts
$5M +$256K +6,940 +5%
RFN
92
RDA Financial Network
Iowa
$4.73M -$743K -20,144 -14%
BBA
93
BLB&B Advisors
Pennsylvania
$4.69M -$204K -5,536 -4%
AF
94
Advisornet Financial
Minnesota
$4.64M -$497K -13,474 -10%
CPO
95
Cerity Partners OCIO
New York
$4.62M -$41.5M -1,124,032 -90%
KC
96
Kingfisher Capital
North Carolina
$4.45M +$260K +7,038 +6%
APW
97
Austin Private Wealth
Texas
$4.44M +$744K +20,149 +20%
WCWM
98
Willow Creek Wealth Management
California
$4.43M -$8.49M -230,035 -66%
RIM
99
Redwood Investment Management
Arizona
$4.38M -$274K -7,436 -6%
FGAM
100
Financial Gravity Asset Management
Texas
$4.27M +$4.24M +114,900 New

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.