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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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$1.33M
NA
152
Nottingham Advisors
New York
$1.31M -$819K -22,190 -39%
BAM
153
Belpointe Asset Management
Nevada
$1.29M -$48.7K -1,320 -4%
KAS
154
Kestra Advisory Services
Texas
$1.29M -$4.65K -126 -0.4%
PIM
155
Penobscot Investment Management
Massachusetts
$1.2M +$1.19M +32,148 New
SAM
156
Strategy Asset Managers
California
$1.18M -$31K -839 -3%
CFD
157
Creative Financial Designs
Indiana
$1.18M +$231K +6,271 +25%
SCA
158
Snowden Capital Advisors
New York
$1.09M +$42K +1,139 +4%
FTS
159
Fifth Third Securities
Ohio
$1.07M -$231K -6,249 -18%
PA
160
PFG Advisors
Arizona
$1.06M -$22.9K -621 -2%
SFS
161
Sowell Financial Services
Arkansas
$1.03M -$121K -3,290 -11%
CFGS
162
Concourse Financial Group Securities
Alabama
$1.03M -$10.6K -288 -1%
Deutsche Bank
163
Deutsche Bank
Germany
$1.01M +$658K +17,836 +189%
WFWM
164
Wechter Feldman Wealth Management
New Jersey
$1M +$7.42K +201 +0.8%
PAG
165
Pinnacle Advisory Group
Maryland
$993K -$27.5M -746,402 -97%
GM
166
GeoWealth Management
Illinois
$989K +$541K +14,660 +123%
TCA
167
Transcend Capital Advisors
New Jersey
$966K -$42.7K -1,158 -4%
CAG
168
Crestwood Advisors Group
Massachusetts
$964K +$69K +1,870 +8%
OFG
169
OTA Financial Group
New York
$960K +$953K +25,832 New
IWM
170
IHT Wealth Management
Illinois
$942K +$10.6K +287 +1%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$936K +$929K +25,169 New
OIA
172
OneDigital Investment Advisors
Kansas
$928K +$106K +2,885 +13%
GRP
173
Global Retirement Partners
California
$891K +$110K +2,969 +14%
CWM
174
Cornerstone Wealth Management
Missouri
$886K +$313K +8,473 +55%
FWP
175
Firethorn Wealth Partners
Georgia
$851K +$845K +22,899 New

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.