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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
SMG
201
Smart Money Group
Texas
$448K +$437K +12,287 New
Franklin Resources
202
Franklin Resources
California
$437K -$44.8K -1,260 -10%
NL
203
NWAM LLC
Washington
$433K +$421K +11,849 New
RFA
204
Reilly Financial Advisors
California
$430K -$34.4K -968 -8%
TFS
205
TrustCore Financial Services
Tennessee
$414K -$12.6K -353 -3%
SFA
206
Sequoia Financial Advisors
Ohio
$413K -$83.5K -2,348 -17%
TFA
207
Transamerica Financial Advisors
Florida
$411K +$399K +11,229 +140,363%
Creative Planning
208
Creative Planning
Kansas
$406K -$59.3K -1,668 -13%
CAG
209
Csenge Advisory Group
Florida
$401K +$164K +4,619 +73%
CL
210
CPWM LLC
Washington
$393K -$2.21K -62 -0.6%
HIS
211
Harvest Investment Services
Illinois
$387K +$2.42K +68 +0.6%
BRC
212
Bell Rock Capital
Delaware
$385K -$60K -1,687 -14%
BIA
213
BHK Investment Advisors
Alabama
$384K
UCFA
214
United Capital Financial Advisors
Texas
$372K -$129K -3,619 -26%
WT
215
Whittier Trust
California
$372K +$119K +3,350 +49%
JSL
216
JT Stratford LLC
Georgia
$371K -$883K -24,826 -71%
AP
217
Advisor Partners
California
$366K +$54.9K +1,544 +18%
SWP
218
Summit Wealth Partners
Florida
$361K +$352K +9,891 New
IA
219
IFP Advisors
Florida
$361K +$32.1K +902 +10%
EK
220
Evensky & Katz
Florida
$359K +$30K +843 +9%
OWA
221
Outlook Wealth Advisors
Texas
$353K -$22.7K -639 -6%
MIS
222
Morningstar Investment Services
Illinois
$347K -$24M -674,479 -99%
DWM
223
Dakota Wealth Management
Florida
$341K +$22.7K +637 +7%
BS
224
Boenning & Scattergood
Pennsylvania
$340K +$331K +9,317 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$337K -$78.8K -2,215 -19%

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.