We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

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: 312 → 327 (+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: 31 → 28 (-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
–

Top Buyers

1
BlackRock
BlackRock
New York
+$485M
2
EB
Eastern Bank
Massachusetts
+$19.7M
3
LPL Financial
LPL Financial
California
+$11.7M
4
GI
Gradient Investments
Minnesota
+$11.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.4M

Top Sellers

1
MIA
MainStreet Investment Advisors
Illinois
-$133M
2
USAA
United Services Automobile Association
Texas
-$64.8M
3
Jane Street
Jane Street
New York
-$55.6M
4
Charles Schwab
Charles Schwab
California
-$42.9M
5
Bank of America
Bank of America
North Carolina
-$37.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
101
Alliance Wealth Management Group
New Jersey
$2.97M +$88.3K +2,399 +3%
MML Investors Services
102
MML Investors Services
Massachusetts
$2.95M +$328K +8,920 +12%
HPC
103
HM Payson & Co
Maine
$2.91M – – –
MA
104
Mutual Advisors
Nebraska
$2.89M +$369K +10,026 +15%
RIG
105
Roosevelt Investment Group
New York
$2.7M +$110K +2,993 +4%
FWP
106
FAS Wealth Partners
Kansas
$2.66M -$342K -9,300 -11%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.63M +$1.37M +37,300 +109%
CST
108
Charles Schwab Trust
Nevada
$2.6M -$190K -5,150 -7%
MIA
109
MainStreet Investment Advisors
Illinois
$2.56M -$133M -3,607,816 -98%
FWM
110
Foresight Wealth Management
Utah
$2.54M +$461K +12,517 +22%
SP
111
SWS Partners
Ohio
$2.47M +$2.48M +67,271 New
Truist Financial
112
Truist Financial
North Carolina
$2.46M +$388K +10,542 +19%
MA
113
MCF Advisors
Kentucky
$2.42M +$118K +3,200 +5%
Wolverine Trading
114
Wolverine Trading
Illinois
$2.4M +$2.41M +65,387 New
T
115
TRUADVICE
Florida
$2.37M +$2.37M +64,447 New
LPT
116
Legacy Private Trust
Wisconsin
$2.28M -$162K -4,410 -7%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$2.26M -$58.9K -1,600 -3%
FA
118
Faithward Advisors
Pennsylvania
$2.23M +$1.21M +32,989 +119%
11A
119
10-15 Associates
New York
$2.16M +$1.45M +39,367 +204%
NA
120
Nottingham Advisors
New York
$2.12M +$67.7K +1,840 +3%
CCT
121
Country Club Trust
Missouri
$2.11M +$2.12M +57,488 New
VFA
122
Voya Financial Advisors
Connecticut
$2.02M +$1.56M +42,433 +337%
FCA
123
FLC Capital Advisors
California
$2.01M +$2.01M +54,556 New
CF
124
Centaurus Financial
California
$2M +$2M +54,288 New
Verition Fund Management
125
Verition Fund Management
Connecticut
$1.98M -$9.13M -247,943 -82%
3 4
5
6 7

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.