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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
SCA
151
Snowden Capital Advisors
New York
$999K +$7.61K +214 +0.8%
PA
152
PFG Advisors
Arizona
$989K +$102K +2,866 +12%
TCA
153
Transcend Capital Advisors
New Jersey
$988K +$962K +27,046 New
CAG
154
Crestwood Advisors Group
Massachusetts
$968K -$14.1K -395 -1%
LFAS
155
Level Four Advisory Services
Texas
$961K +$145K +4,086 +18%
WFWM
156
Wechter Feldman Wealth Management
New Jersey
$912K -$332K -9,337 -27%
SPIA
157
Steward Partners Investment Advisory
New York
$891K -$145K -4,082 -14%
Prudential Financial
158
Prudential Financial
New Jersey
$890K -$49.9K -1,402 -5%
Goldman Sachs
159
Goldman Sachs
New York
$888K +$554K +15,578 +178%
CAS
160
Cascadia Advisory Services
Oregon
$858K +$835K +23,480 New
CC
161
Copperleaf Capital
North Carolina
$817K +$796K +22,375 New
TCWM
162
Total Clarity Wealth Management
Illinois
$805K +$784K +22,043 New
IWM
163
IHT Wealth Management
Illinois
$802K +$105K +2,964 +16%
VVP
164
Venture Visionary Partners
Ohio
$795K -$489K -13,745 -39%
LNC
165
Lincoln National Corp
Pennsylvania
$790K -$2.99K -84 -0.4%
MCM
166
Mainstay Capital Management
Michigan
$778K
ACS
167
Archford Capital Strategies
Illinois
$770K +$375K +10,540 +100%
FAAS
168
First Allied Advisory Services
California
$767K -$16.3K -459 -2%
Deutsche Bank
169
Deutsche Bank
Germany
$761K +$372K +10,461 +101%
MNG
170
Manning & Napier Group
New York
$745K
NB
171
NBT Bank
New York
$724K
NA
172
Nottingham Advisors
New York
$716K -$51.5K -1,447 -3%
11A
173
10-15 Associates
New York
$705K +$13K +365 +2%
SWA
174
Stratos Wealth Advisors
Ohio
$697K +$679K +19,079 New
HCM
175
Hollencrest Capital Management
California
$678K -$77.7K -2,185 -11%

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.