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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

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: 356349 (-7)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PG
126
Proffitt & Goodson
Tennessee
$1.93M +$570K +15,546 +41%
CWM
127
Cornerstone Wealth Management
Missouri
$1.87M +$1.02M +27,737 +116%
APSP
128
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.85M -$4.11K -112 -0.2%
LPT
129
Legacy Private Trust
Wisconsin
$1.85M -$322K -8,782 -15%
AWA
130
Arete Wealth Advisors
Illinois
$1.84M +$57.6K +1,570 +3%
MA
131
Mutual Advisors
Nebraska
$1.82M -$1.78M -48,548 -49%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.77M +$1.39M +37,998 +347%
FWP
133
FAS Wealth Partners
Kansas
$1.73M -$169K -4,603 -9%
CCT
134
Country Club Trust
Missouri
$1.73M -$211K -5,759 -11%
ASN
135
Advisory Services Network
Georgia
$1.68M -$5.47K -149 -0.3%
IA
136
Insight Advisors
Pennsylvania
$1.65M +$154K +4,192 +10%
CCFM
137
Clear Creek Financial Management
Washington
$1.63M -$1.96M -53,533 -54%
WAS
138
Winch Advisory Services
Wisconsin
$1.61M +$36.9K +1,005 +2%
SS
139
Simplicity Solutions
Minnesota
$1.6M -$19M -516,934 -92%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$1.56M +$213K +5,812 +16%
AI
141
Atria Investments
North Carolina
$1.55M +$82.6K +2,251 +6%
SAM
142
SignalPoint Asset Management
Missouri
$1.45M +$675K +18,407 +85%
KAS
143
Kestra Advisory Services
Texas
$1.33M +$65.5K +1,786 +5%
GWM
144
Geneos Wealth Management
Colorado
$1.29M +$141K +3,852 +12%
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$1.29M
CFMC
146
Curbstone Financial Management Corp
New Hampshire
$1.29M -$145K -3,950 -10%
VFM
147
Vivid Financial Management
California
$1.18M -$5.68M -154,813 -83%
SAM
148
Strategy Asset Managers
California
$1.18M +$21K +573 +2%
PA
149
PFG Advisors
Arizona
$1.17M +$136K +3,718 +13%
CFGS
150
Concourse Financial Group Securities
Alabama
$1.14M +$131K +3,580 +13%

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.