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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
GWM
201
Geneos Wealth Management
Colorado
$628K +$610K +16,526 +109%
PFM
202
Phillips Financial Management
Indiana
$622K -$17.7K -479 -3%
APCM
203
Alaska Permanent Capital Management
Alaska
$617K
SIA
204
Strategic Investment Advisors
Michigan
$610K -$29.6K -801 -5%
FFG
205
Fullen Financial Group
Ohio
$607K +$221 +6 +0%
TCBWMS
206
Texas Capital Bank Wealth Management Services
Texas
$594K +$9.82K +266 +2%
Creative Planning
207
Creative Planning
Kansas
$568K +$241K +6,517 +74%
BTWM
208
Baker Tilly Wealth Management
Wisconsin
$566K +$562K +15,219 New
OWP
209
Obermeyer Wealth Partners
Colorado
$556K
VWA
210
Visionary Wealth Advisors
Illinois
$555K -$2.74M -74,211 -83%
OWA
211
One Wealth Advisors
California
$547K +$543K +14,723 New
AP
212
Advisor Partners
California
$541K +$40.7K +1,102 +8%
IA
213
IndexIQ Advisors
New York
$540K -$556K -15,057 -51%
DWM
214
Dakota Wealth Management
Florida
$530K +$283K +7,663 +116%
IFWM
215
Institute for Wealth Management
Colorado
$529K -$271K -7,345 -34%
IA
216
IFP Advisors
Florida
$527K +$84.6K +2,293 +19%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$522K
PFA
218
Pinnacle Family Advisors
Missouri
$522K +$518K +14,035 New
BHWM
219
Bay Harbor Wealth Management
Maryland
$520K -$251K -6,810 -33%
CAAS
220
Capital Asset Advisory Services
Michigan
$519K -$3.95K -107 -0.8%
RIM
221
Rockbridge Investment Management
New York
$509K -$59.2K -1,603 -10%
RCIM
222
Red Cedar Investment Management
Michigan
$502K +$498K +13,495 New
CW
223
CreativeOne Wealth
Kansas
$498K -$80K -2,168 -14%
LNC
224
Lincoln National Corp
Pennsylvania
$491K +$1.84K +50 +0.4%
CAM
225
Cresset Asset Management
Illinois
$487K

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.