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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$654K -$52.3K -1,424 -7%
ACM
177
Anfield Capital Management
California
$649K +$259K +7,052 +65%
DWM
178
Dakota Wealth Management
Florida
$642K +$127K +3,474 +24%
Stifel Financial
179
Stifel Financial
Missouri
$628K -$131K -3,574 -17%
IHWM
180
Iron Horse Wealth Management
Iowa
$625K -$13.4K -364 -2%
IWC
181
Integrated Wealth Concepts
Massachusetts
$618K -$41K -1,116 -6%
TCBWMS
182
Texas Capital Bank Wealth Management Services
Texas
$616K +$37.3K +1,017 +6%
AFAS
183
Acorn Financial Advisory Services
Virginia
$606K -$14.8K -404 -2%
HCM
184
Hollencrest Capital Management
California
$576K -$98K -2,670 -14%
LFAS
185
Level Four Advisory Services
Texas
$572K -$107K -2,920 -16%
FFG
186
Fullen Financial Group
Ohio
$568K -$24.3K -661 -4%
CFG
187
Cooper Financial Group
California
$563K -$11.6M -317,022 -95%
FAIM
188
Financial Advocates Investment Management
Washington
$554K -$58.8K -1,603 -9%
AP
189
Advisor Partners
California
$545K +$17.4K +473 +3%
OWP
190
Obermeyer Wealth Partners
Colorado
$542K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$522K
GM
192
GeoWealth Management
Illinois
$510K -$459K -12,507 -47%
RCIM
193
Red Cedar Investment Management
Michigan
$509K +$20.3K +552 +4%
PFM
194
Phillips Financial Management
Indiana
$508K -$99K -2,699 -16%
IFWM
195
Institute for Wealth Management
Colorado
$506K -$10.3K -280 -2%
FTS
196
Fifth Third Securities
Ohio
$501K -$553K -15,063 -52%
RIM
197
Rockbridge Investment Management
New York
$495K -$1.5K -41 -0.3%
CAM
198
Cresset Asset Management
Illinois
$475K
UCFA
199
United Capital Financial Advisors
Texas
$474K -$339K -9,244 -41%
WWM
200
Western Wealth Management
Colorado
$452K +$3.16K +86 +0.7%

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.