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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
ATPW
176
Ashton Thomas Private Wealth
Arizona
$836K +$116K +3,139 +16%
UCFA
177
United Capital Financial Advisors
Texas
$830K +$302K +8,192 +58%
ACM
178
Advisors Capital Management
New Jersey
$826K -$11M -296,773 -93%
Mariner
179
Mariner
Kansas
$823K +$74.2K +2,010 +10%
US Bancorp
180
US Bancorp
Minnesota
$812K -$21.5K -582 -3%
ACS
181
Archford Capital Strategies
Illinois
$807K -$11.5K -312 -1%
SAM
182
SignalPoint Asset Management
Missouri
$807K +$322K +8,713 +67%
Prudential Financial
183
Prudential Financial
New Jersey
$795K +$184K +4,994 +30%
MCM
184
Mainstay Capital Management
Michigan
$783K -$9.3K -252 -1%
VVP
185
Venture Visionary Partners
Ohio
$780K -$26.4K -716 -3%
TCWM
186
Total Clarity Wealth Management
Illinois
$779K +$8.71K +236 +1%
Stifel Financial
187
Stifel Financial
Missouri
$776K -$99.8K -2,703 -11%
LA
188
LexAurum Advisors
Kansas
$774K +$189K +5,124 +33%
TFA
189
Teamwork Financial Advisors
Texas
$761K +$63.2K +1,712 +9%
SFA
190
Sequoia Financial Advisors
Ohio
$747K +$249K +6,753 +51%
MIA
191
MainStreet Investment Advisors
Illinois
$746K -$1.83M -49,471 -71%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$724K +$70.8K +1,919 +11%
PFA
193
Peak Financial Advisors
Colorado
$713K +$708K +19,177 New
NB
194
NBT Bank
New York
$704K -$33K -894 -5%
LFAS
195
Level Four Advisory Services
Texas
$695K -$130K -3,528 -16%
HCM
196
Hollencrest Capital Management
California
$690K
IWC
197
Integrated Wealth Concepts
Massachusetts
$675K +$16.9K +457 +3%
IHWM
198
Iron Horse Wealth Management
Iowa
$655K +$650K +17,606 New
FAIM
199
Financial Advocates Investment Management
Washington
$643K -$13K -352 -2%
AFAS
200
Acorn Financial Advisory Services
Virginia
$637K +$34.9K +946 +6%

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.