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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

327 hedge funds and large institutions have $4.86B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

64% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 91

5.25% more ownership

Funds ownership: 75.29%80.55% (+5.3%)

5% more funds holding

Funds holding: 312327 (+15)

3% more capital invested

Capital invested by funds: $4.73B → $4.86B (+$138M)

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
6.6%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.56%
New
43
Increased
149
Reduced
91
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
201
Obermeyer Wealth Partners
Colorado
$550K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$522K
UCFA
203
United Capital Financial Advisors
Texas
$520K +$146K +3,953 +39%
HF
204
HRT Financial
New York
$519K +$520K +14,134 New
CAAS
205
Capital Asset Advisory Services
Michigan
$517K -$7.77K -211 -1%
HighTower Advisors
206
HighTower Advisors
Illinois
$516K -$9.98K -271 -2%
WP
207
WealthPLAN Partners
Nebraska
$510K -$34.3K -933 -6%
BPA
208
Beacon Pointe Advisors
California
$506K +$507K +13,772 New
AP
209
Advisor Partners
California
$495K +$126K +3,418 +34%
SFA
210
Sequoia Financial Advisors
Ohio
$490K +$74.5K +2,023 +18%
LNC
211
Lincoln National Corp
Pennsylvania
$484K -$311K -8,455 -39%
CAM
212
Cresset Asset Management
Illinois
$482K +$482K +13,103 New
SAM
213
SignalPoint Asset Management
Missouri
$478K +$478K +12,995 New
Financial Engines Advisors
214
Financial Engines Advisors
California
$469K -$90.2K -2,449 -16%
SCM
215
Smith Capital Management
Arkansas
$468K -$106K -2,884 -18%
GM
216
GeoWealth Management
Illinois
$443K +$210K +5,699 +91%
IA
217
IFP Advisors
Florida
$435K +$72.9K +1,980 +20%
JSL
218
JT Stratford LLC
Georgia
$433K +$60K +1,631 +16%
Franklin Resources
219
Franklin Resources
California
$416K -$18.9K -513 -4%
TFS
220
TrustCore Financial Services
Tennessee
$416K -$184 -5 -0%
OAP
221
One Advisory Partners
Kansas
$397K -$233K -6,339 -37%
HIS
222
Harvest Investment Services
Illinois
$392K +$2.06K +56 +0.5%
WT
223
Whittier Trust
California
$374K
CAN
224
Cetera Advisor Networks
California
$372K +$127K +3,453 +52%
BIA
225
BHK Investment Advisors
Alabama
$368K -$18.4K -500 -5%

SPIB Hedge Fund Activity: Q3 2020 in Review

327 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2020, worth a combined $4.86B — up 2.9% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SPIB positions and 25 closed out — a net gain of 18 holders — while 149 added to existing stakes and 91 trimmed.

The largest buyer was BlackRock, adding an estimated $485M. The largest seller was MainStreet Investment Advisors, cutting an estimated $133M.

  • 327 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2020, up from 312 in Q2 2020.
  • Funds reported $4.86B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2020, up 2.9% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2020 and 25 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2020 was BlackRock, an estimated $485M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2020 was MainStreet Investment Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2020.