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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
RCA
101
Rowland Carmichael Advisors
Arizona
$4.23M -$265K -7,181 -6%
CA
102
CGN Advisors
Kansas
$4.02M +$3.99M +108,052 New
CF
103
Clarity Financial
Texas
$3.9M +$3.87M +104,869 New
SWA
104
Stratos Wealth Advisors
Ohio
$3.86M +$2.49M +67,495 +185%
SPAS
105
Spectrum Planning & Advisory Services
California
$3.83M +$3.81M +103,139 New
MA
106
Mutual Advisors
Nebraska
$3.67M +$745K +20,185 +26%
CCFM
107
Clear Creek Financial Management
Washington
$3.66M +$3.63M +98,434 New
Fisher Asset Management
108
Fisher Asset Management
Washington
$3.6M +$144K +3,890 +4%
Renaissance Technologies
109
Renaissance Technologies
New York
$3.5M +$2.83M +76,800 +444%
EWM
110
Empirical Wealth Management
Washington
$3.1M -$14.5K -394 -0.5%
VBFP
111
Valtinson Bruner Financial Planning
Minnesota
$3.04M +$3.04M +82,270 New
AWMG
112
Alliance Wealth Management Group
New Jersey
$2.99M -$21.3K -576 -0.7%
HPC
113
HM Payson & Co
Maine
$2.94M
RIG
114
Roosevelt Investment Group
New York
$2.86M +$128K +3,465 +5%
FWM
115
Foresight Wealth Management
Utah
$2.8M +$234K +6,338 +9%
SP
116
SWS Partners
Ohio
$2.78M +$276K +7,471 +11%
MA
117
MCF Advisors
Kentucky
$2.74M +$291K +7,884 +12%
CI
118
CX Institutional
Indiana
$2.67M -$524K -14,199 -17%
Millennium Management
119
Millennium Management
New York
$2.47M +$2.24M +60,699 +1,060%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$2.41M -$250K -6,771 -9%
MML Investors Services
121
MML Investors Services
Massachusetts
$2.35M -$636K -17,243 -21%
VIM
122
Vista Investment Management
Pennsylvania
$2.28M +$287K +7,775 +14%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$2.26M -$25.9K -701 -1%
CF
124
Centaurus Financial
California
$2.25M +$235K +6,375 +12%
LPT
125
Legacy Private Trust
Wisconsin
$2.22M -$87.4K -2,367 -4%

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.