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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
CST
126
Charles Schwab Trust
Nevada
$2.14M -$488K -13,222 -19%
SPIA
127
Steward Partners Investment Advisory
New York
$2.14M +$313K +8,473 +17%
Goldman Sachs
128
Goldman Sachs
New York
$2.11M +$823K +22,307 +65%
FCA
129
FLC Capital Advisors
California
$2.1M +$74.1K +2,008 +4%
Truist Financial
130
Truist Financial
North Carolina
$2.08M -$401K -10,857 -16%
FA
131
Faithward Advisors
Pennsylvania
$2.07M -$181K -4,909 -8%
PFG
132
Pacific Financial Group
Washington
$2.04M +$326K +8,824 +19%
Kovitz Investment Group Partners
133
Kovitz Investment Group Partners
Illinois
$2.01M +$58.7K +1,590 +3%
CCT
134
Country Club Trust
Missouri
$1.99M -$148K -4,002 -7%
HVIA
135
Hudson Valley Investment Advisors
New York
$1.98M +$57.8K +1,567 +3%
FWP
136
FAS Wealth Partners
Kansas
$1.95M -$737K -19,972 -28%
TC
137
TownSquare Capital
Utah
$1.94M +$19.2K +519 +1%
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.9M -$3.76K -102 -0.2%
SCM
139
SevenOneSeven Capital Management
Pennsylvania
$1.83M +$1.82M +49,346 New
AWA
140
Arete Wealth Advisors
Illinois
$1.82M +$466K +12,639 +35%
GFG
141
Greystone Financial Group
Michigan
$1.77M +$1.76M +47,717 New
ASN
142
Advisory Services Network
Georgia
$1.73M -$78.9K -2,137 -4%
WAS
143
Winch Advisory Services
Wisconsin
$1.61M +$9.52K +258 +0.6%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M -$30.9K -836 -2%
IA
145
Insight Advisors
Pennsylvania
$1.53M +$1.52M +41,110 New
SB
146
Strategic Blueprint
Georgia
$1.52M +$284K +7,683 +23%
AI
147
Atria Investments
North Carolina
$1.5M +$36.3K +984 +2%
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$1.47M +$60.9K +1,650 +4%
PG
149
Proffitt & Goodson
Tennessee
$1.4M -$439K -11,885 -24%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.38M -$462K -12,522 -25%

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.