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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
IFWM
126
Institute for Wealth Management
Colorado
$1.45M +$1.41M +39,766 New
AI
127
Atria Investments
North Carolina
$1.45M -$241K -6,782 -15%
TC
128
TownSquare Capital
Utah
$1.43M -$61.8K -1,737 -4%
WAS
129
Winch Advisory Services
Wisconsin
$1.4M +$4.41K +124 +0.3%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$1.3M
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$1.29M +$15.8K +445 +1%
BI
132
Ballast Inc
Kentucky
$1.27M +$164K +4,613 +15%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.25M +$106K +2,972 +10%
SFS
134
Sowell Financial Services
Arkansas
$1.23M +$576K +16,202 +93%
CFMC
135
Curbstone Financial Management Corp
New Hampshire
$1.22M -$17.8K -500 -1%
PFG
136
Pacific Financial Group
Washington
$1.22M
FTS
137
Fifth Third Securities
Ohio
$1.19M +$133K +3,730 +13%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$1.18M +$82.5K +2,320 +8%
FIM
139
Frontier Investment Management
Texas
$1.16M -$857K -24,090 -43%
BAM
140
Belpointe Asset Management
Nevada
$1.16M +$544K +15,304 +94%
SAM
141
Strategy Asset Managers
California
$1.15M +$31.8K +895 +3%
Stifel Financial
142
Stifel Financial
Missouri
$1.14M -$236K -6,623 -18%
SB
143
Strategic Blueprint
Georgia
$1.11M +$1.08M +30,403 New
CFGS
144
Concourse Financial Group Securities
Alabama
$1.05M +$240K +6,761 +31%
AWA
145
Arete Wealth Advisors
Illinois
$1.05M +$996 +28 +0.1%
US Bancorp
146
US Bancorp
Minnesota
$1.04M -$373K -10,491 -27%
AO
147
Advisor OS
Illinois
$1.03M +$1.01M +28,280 New
TCBWMS
148
Texas Capital Bank Wealth Management Services
Texas
$1.02M +$5.58K +157 +0.6%
BHWM
149
Bay Harbor Wealth Management
Maryland
$1.02M +$994K +27,944 New
FA
150
Faithward Advisors
Pennsylvania
$1.01M -$1.78K -50 -0.2%

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.