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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

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: 356 → 349 (-7)

13% less funds holding in top 10

Funds holding in top 10: 32 → 28 (-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
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$187M
2
LPL Financial
LPL Financial
California
+$40.2M
3
OMC
Old Mission Capital
Illinois
+$31.9M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$31.1M
5
Jane Street
Jane Street
New York
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$76.3M
2
USAA
United Services Automobile Association
Texas
-$65.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
4
SS
Simplicity Solutions
Minnesota
-$19M
5
5L
55I LLC
Massachusetts
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
101
Fisher Asset Management
Washington
$3.53M +$20.2K +550 +0.6%
AWMG
102
Alliance Wealth Management Group
New Jersey
$3.07M +$160K +4,367 +5%
SSWM
103
Sheets Smith Wealth Management
North Carolina
$2.96M -$2.41M -65,656 -45%
VBFP
104
Valtinson Bruner Financial Planning
Minnesota
$2.88M -$116K -3,156 -4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$2.88M +$536K +14,598 +23%
EWM
106
Empirical Wealth Management
Washington
$2.82M -$201K -5,486 -7%
FWM
107
Foresight Wealth Management
Utah
$2.77M +$34.2K +933 +1%
MA
108
MCF Advisors
Kentucky
$2.72M +$54.5K +1,484 +2%
FHC
109
First Heartland Consultants
Missouri
$2.64M -$6.48M -176,458 -71%
AF
110
Advisornet Financial
Minnesota
$2.64M -$1.91M -52,025 -42%
CI
111
CX Institutional
Indiana
$2.46M -$144K -3,931 -5%
5L
112
55I LLC
Massachusetts
$2.45M -$16M -435,883 -87%
Goldman Sachs
113
Goldman Sachs
New York
$2.45M +$389K +10,610 +19%
SPIA
114
Steward Partners Investment Advisory
New York
$2.34M +$260K +7,090 +12%
VIM
115
Vista Investment Management
Pennsylvania
$2.33M +$103K +2,805 +5%
HI
116
Harbour Investments
Wisconsin
$2.31M +$2.34M +63,634 New
PFG
117
Pacific Financial Group
Washington
$2.3M +$313K +8,530 +16%
TC
118
TownSquare Capital
Utah
$2.25M +$357K +9,724 +19%
Millennium Management
119
Millennium Management
New York
$2.18M -$235K -6,406 -10%
Truist Financial
120
Truist Financial
North Carolina
$2.15M +$122K +3,328 +6%
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$2.05M +$92.7K +2,525 +5%
NA
122
Nottingham Advisors
New York
$2.04M +$765K +20,849 +59%
SWA
123
Stratos Wealth Advisors
Ohio
$2.02M -$1.77M -48,219 -46%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.02M -$186K -5,063 -8%
SCM
125
SevenOneSeven Capital Management
Pennsylvania
$1.98M +$190K +5,186 +11%
3 4
5
6 7

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.