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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
SFS
151
Sowell Financial Services
Arkansas
$1.14M -$97.5K -2,648 -8%
IA
152
IndexIQ Advisors
New York
$1.09M +$1.09M +29,531 +79,814%
PA
153
PFG Advisors
Arizona
$1.07M +$81.2K +2,207 +8%
SCA
154
Snowden Capital Advisors
New York
$1.04M +$35K +952 +3%
BI
155
Ballast Inc
Kentucky
$1.04M -$238K -6,463 -19%
CFGS
156
Concourse Financial Group Securities
Alabama
$1.03M -$28.7K -780 -3%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$1.02M +$1.02M +27,748 New
TCA
158
Transcend Capital Advisors
New Jersey
$998K +$3.9K +106 +0.4%
MNG
159
Manning & Napier Group
New York
$985K
WFWM
160
Wechter Feldman Wealth Management
New Jersey
$984K +$66.3K +1,801 +7%
HR
161
Hayden Royal
North Carolina
$933K +$935K +25,386 New
CFD
162
Creative Financial Designs
Indiana
$932K +$878K +23,862 +1,589%
IWM
163
IHT Wealth Management
Illinois
$921K +$114K +3,090 +14%
CAG
164
Crestwood Advisors Group
Massachusetts
$884K -$91.6K -2,488 -9%
Stifel Financial
165
Stifel Financial
Missouri
$867K -$278K -7,543 -24%
FAAS
166
First Allied Advisory Services
California
$837K +$64.8K +1,761 +8%
US Bancorp
167
US Bancorp
Minnesota
$824K -$222K -6,033 -21%
LFAS
168
Level Four Advisory Services
Texas
$817K -$147K -4,002 -15%
ACS
169
Archford Capital Strategies
Illinois
$814K +$39.3K +1,067 +5%
OIA
170
OneDigital Investment Advisors
Kansas
$811K +$812K +22,064 New
VVP
171
Venture Visionary Partners
Ohio
$798K -$2.1K -57 -0.3%
IFWM
172
Institute for Wealth Management
Colorado
$793K -$669K -18,184 -46%
MCM
173
Mainstay Capital Management
Michigan
$784K +$957 +26 +0.1%
GRP
174
Global Retirement Partners
California
$772K +$101K +2,736 +15%
BHWM
175
Bay Harbor Wealth Management
Maryland
$764K -$263K -7,152 -26%

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.