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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
CCMG
76
Clark Capital Management Group
Pennsylvania
$6.2M -$1.42M -38,563 -18%
WCA
77
Westover Capital Advisors
Delaware
$6.07M -$2.46M -67,069 -29%
CM
78
Cornerstone Management
Georgia
$6.04M +$890K +24,258 +17%
RJA
79
Raymond James & Associates
Florida
$5.89M -$540K -14,713 -8%
PA
80
Probity Advisors
Texas
$5.82M +$5.89M +160,506 New
PWM
81
Peterson Wealth Management
Nevada
$5.5M -$419K -11,411 -7%
SWP
82
Stratos Wealth Partners
Ohio
$5.33M -$93K -2,533 -2%
AP
83
Appleton Partners
Massachusetts
$5.24M +$371K +10,116 +8%
Citigroup
84
Citigroup
New York
$5.13M +$5.1M +138,975 +5,645%
SI
85
Stephens Inc
Arkansas
$5.01M +$122K +3,311 +2%
HighTower Advisors
86
HighTower Advisors
Illinois
$4.97M -$1.67M -45,623 -25%
RFN
87
RDA Financial Network
Iowa
$4.67M +$65.7K +1,791 +1%
PAG
88
Private Advisor Group
New Jersey
$4.59M -$1.8M -48,969 -28%
FPWM
89
FSB Premier Wealth Management
Iowa
$4.46M -$490K -13,342 -10%
KC
90
Kingfisher Capital
North Carolina
$4.34M -$1.47K -40 -0%
WCWM
91
Willow Creek Wealth Management
California
$4.32M +$5.1K +139 +0.1%
CA
92
CGN Advisors
Kansas
$4.26M +$346K +9,428 +9%
CPO
93
Cerity Partners OCIO
New York
$4.23M -$275K -7,498 -6%
BBA
94
BLB&B Advisors
Pennsylvania
$4.2M -$375K -10,217 -8%
RIM
95
Redwood Investment Management
Arizona
$4.12M -$150K -4,096 -3%
CF
96
Clarity Financial
Texas
$4.02M +$219K +5,964 +6%
RIG
97
Roosevelt Investment Group
New York
$3.8M +$1.03M +27,984 +36%
PIM
98
Penobscot Investment Management
Massachusetts
$3.62M +$2.48M +67,560 +210%
APC
99
Aspire Private Capital
North Carolina
$3.57M -$1.85M -50,440 -34%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$3.56M -$2.65M -72,147 -42%

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.