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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$668K -$128K -3,587 -16%
GRP
177
Global Retirement Partners
California
$667K -$88.6K -2,490 -12%
FAIM
178
Financial Advocates Investment Management
Washington
$638K +$153K +4,304 +32%
JP Morgan Chase
179
JP Morgan Chase
New York
$638K +$582K +16,367 +1,495%
SW
180
SlateStone Wealth
Florida
$630K -$1.14K -32 -0.2%
Mariner
181
Mariner
Kansas
$628K -$21.3K -599 -3%
PFM
182
Phillips Financial Management
Indiana
$626K -$17.5K -493 -3%
OAP
183
One Advisory Partners
Kansas
$626K +$609K +17,134 New
GLA
184
Good Life Advisors
Pennsylvania
$596K +$63.6K +1,787 +12%
FFG
185
Fullen Financial Group
Ohio
$596K +$580K +16,312 New
SCM
186
Smith Capital Management
Arkansas
$570K -$25.5K -718 -4%
RIM
187
Rockbridge Investment Management
New York
$559K +$545K +15,315 New
Financial Engines Advisors
188
Financial Engines Advisors
California
$555K +$209K +5,887 +63%
SIA
189
Strategic Investment Advisors
Michigan
$552K +$537K +15,107 New
APCM
190
Alaska Permanent Capital Management
Alaska
$547K +$20.1K +565 +4%
OWP
191
Obermeyer Wealth Partners
Colorado
$546K
WP
192
WealthPLAN Partners
Nebraska
$545K +$48.2K +1,354 +10%
AFAS
193
Acorn Financial Advisory Services
Virginia
$539K +$2.52K +71 +0.5%
GWM
194
Geneos Wealth Management
Colorado
$533K +$61.2K +1,720 +13%
CAAS
195
Capital Asset Advisory Services
Michigan
$527K +$40.8K +1,146 +9%
HighTower Advisors
196
HighTower Advisors
Illinois
$524K -$223K -6,259 -30%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$522K
WWM
198
Western Wealth Management
Colorado
$504K -$69.1K -1,944 -12%
IWC
199
Integrated Wealth Concepts
Massachusetts
$476K +$217K +6,106 +88%
VFA
200
Voya Financial Advisors
Connecticut
$459K +$173K +4,851 +63%

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.