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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
MML Investors Services
151
MML Investors Services
Massachusetts
$1.13M -$1.17M -31,889 -51%
SCA
152
Snowden Capital Advisors
New York
$1.12M +$51.4K +1,401 +5%
AO
153
Advisor OS
Illinois
$1.11M +$1.12M +30,634 New
WFWM
154
Wechter Feldman Wealth Management
New Jersey
$1.04M +$68.7K +1,871 +7%
HGWM
155
Horst & Graben Wealth Management
Oregon
$1.03M -$6.54M -178,085 -86%
CWA
156
Clearview Wealth Advisors
Oregon
$1.01M -$4.38M -119,480 -81%
SFS
157
Sowell Financial Services
Arkansas
$964K -$49.8K -1,358 -5%
GRP
158
Global Retirement Partners
California
$954K +$86K +2,343 +10%
ACP
159
Aveo Capital Partners
Colorado
$919K +$931K +25,360 New
CWM
160
Collaborative Wealth Management
Florida
$913K +$981K +26,728 New
OIA
161
OneDigital Investment Advisors
Kansas
$895K -$9.03K -246 -1%
HR
162
Hayden Royal
North Carolina
$884K +$895K +24,397 New
Bank of New York Mellon
163
Bank of New York Mellon
New York
$878K +$890K +24,244 New
IWM
164
IHT Wealth Management
Illinois
$860K -$59.3K -1,616 -6%
Prudential Financial
165
Prudential Financial
New Jersey
$819K +$44.4K +1,210 +6%
CAG
166
Crestwood Advisors Group
Massachusetts
$758K -$183K -4,990 -19%
MCM
167
Mainstay Capital Management
Michigan
$749K -$14.9K -407 -2%
ATPW
168
Ashton Thomas Private Wealth
Arizona
$712K -$104K -2,832 -13%
NB
169
NBT Bank
New York
$711K +$24.8K +675 +4%
VVP
170
Venture Visionary Partners
Ohio
$704K -$57.7K -1,573 -7%
Mariner
171
Mariner
Kansas
$702K -$101K -2,765 -12%
HVIA
172
Hudson Valley Investment Advisors
New York
$699K -$1.25M -33,991 -64%
SFA
173
Sequoia Financial Advisors
Ohio
$669K -$59.4K -1,620 -8%
APCM
174
Alaska Permanent Capital Management
Alaska
$669K +$68.4K +1,865 +11%
US Bancorp
175
US Bancorp
Minnesota
$654K -$140K -3,813 -17%

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.