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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

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: 312327 (+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: 3128 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
126
Vista Investment Management
Pennsylvania
$1.97M +$113K +3,060 +6%
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$1.93M +$632K +17,175 +49%
HVIA
128
Hudson Valley Investment Advisors
New York
$1.9M +$122K +3,301 +7%
TC
129
TownSquare Capital
Utah
$1.9M +$468K +12,721 +33%
APSP
130
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.88M -$72.8K -1,977 -4%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.83M +$639K +17,363 +54%
PG
132
Proffitt & Goodson
Tennessee
$1.82M -$659K -17,911 -27%
SPIA
133
Steward Partners Investment Advisory
New York
$1.81M +$911K +24,737 +101%
ASN
134
Advisory Services Network
Georgia
$1.79M +$9.24K +251 +0.5%
SMG
135
Smart Money Group
Texas
$1.7M +$1.25M +33,943 +276%
PFG
136
Pacific Financial Group
Washington
$1.69M +$375K +10,174 +28%
CC
137
Copperleaf Capital
North Carolina
$1.66M +$838K +22,756 +102%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M +$59.6K +1,620 +4%
WAS
139
Winch Advisory Services
Wisconsin
$1.58M +$174K +4,730 +12%
AI
140
Atria Investments
North Carolina
$1.45M -$12.1K -330 -0.8%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$1.39M +$166K +4,500 +13%
AWA
142
Arete Wealth Advisors
Illinois
$1.34M +$286K +7,761 +27%
SWA
143
Stratos Wealth Advisors
Ohio
$1.34M +$638K +17,318 +91%
BAM
144
Belpointe Asset Management
Nevada
$1.33M +$164K +4,460 +14%
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$1.31M
FTS
146
Fifth Third Securities
Ohio
$1.29M +$88.7K +2,409 +7%
KAS
147
Kestra Advisory Services
Texas
$1.28M +$1.29M +34,950 New
Goldman Sachs
148
Goldman Sachs
New York
$1.27M +$377K +10,248 +42%
SB
149
Strategic Blueprint
Georgia
$1.22M +$107K +2,897 +10%
SAM
150
Strategy Asset Managers
California
$1.2M +$50.1K +1,361 +4%

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.