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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
Fisher Asset Management
101
Fisher Asset Management
Washington
$3.38M +$18.6K +522 +0.6%
VWA
102
Visionary Wealth Advisors
Illinois
$3.36M +$3.27M +91,956 New
FWP
103
FAS Wealth Partners
Kansas
$2.98M -$110K -3,097 -4%
CI
104
CX Institutional
Indiana
$2.98M +$203K +5,711 +8%
HPC
105
HM Payson & Co
Maine
$2.89M +$498K +14,000 +22%
AWMG
106
Alliance Wealth Management Group
New Jersey
$2.87M +$448K +12,589 +19%
CST
107
Charles Schwab Trust
Nevada
$2.78M -$131K -3,696 -5%
MML Investors Services
108
MML Investors Services
Massachusetts
$2.61M +$1.79M +50,334 +239%
RIG
109
Roosevelt Investment Group
New York
$2.57M +$138K +3,866 +6%
EWM
110
Empirical Wealth Management
Washington
$2.55M +$268K +7,532 +12%
FVWA
111
Foster Victor Wealth Advisors
South Carolina
$2.54M +$2.47M +69,568 New
MA
112
Mutual Advisors
Nebraska
$2.51M +$105K +2,963 +5%
PG
113
Proffitt & Goodson
Tennessee
$2.46M +$1.57M +44,195 +190%
LPT
114
Legacy Private Trust
Wisconsin
$2.43M -$513K -14,425 -18%
APW
115
Austin Private Wealth
Texas
$2.32M +$1.54M +43,392 +216%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$2.3M +$92.4K +2,598 +4%
MA
117
MCF Advisors
Kentucky
$2.28M +$533K +14,985 +32%
FWM
118
Foresight Wealth Management
Utah
$2.06M +$383K +10,768 +24%
Truist Financial
119
Truist Financial
North Carolina
$2.06M +$9.53K +268 +0.5%
APSP
120
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.94M +$8.04K +226 +0.4%
VIM
121
Vista Investment Management
Pennsylvania
$1.85M -$56K -1,574 -3%
HVIA
122
Hudson Valley Investment Advisors
New York
$1.77M +$1.72M +48,399 New
ASN
123
Advisory Services Network
Georgia
$1.77M -$12.2K -342 -0.7%
MCIA
124
Mountain Capital Investment Advisors
Colorado
$1.62M +$67K +1,884 +4%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$202K +5,666 +15%

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.