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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
SC
201
Scotia Capital
Ontario, Canada
$452K +$87.4K +2,381 +24%
Financial Engines Advisors
202
Financial Engines Advisors
California
$432K -$14.8K -402 -3%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$430K -$488K -13,296 -53%
CF
204
Centaurus Financial
California
$414K -$1.81M -49,253 -81%
LJAC
205
L.J. Altfest & Co
New York
$414K
IA
206
IFP Advisors
Florida
$411K -$102K -2,790 -20%
JCM
207
Jacobi Capital Management
Pennsylvania
$401K -$6.17K -168 -1%
MAFM
208
Mid Atlantic Financial Management
Pennsylvania
$397K +$132K +3,600 +49%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$396K
ACM
210
Advisors Capital Management
New Jersey
$395K -$415K -11,307 -51%
HIS
211
Harvest Investment Services
Illinois
$390K +$1.14K +31 +0.3%
AWA
212
Acorn Wealth Advisors
Michigan
$390K +$89.6K +2,441 +29%
CAAS
213
Capital Asset Advisory Services
Michigan
$389K -$119K -3,231 -23%
MWC
214
MBM Wealth Consultants
Missouri
$389K +$99.2K +2,702 +34%
RFA
215
Reilly Financial Advisors
California
$388K +$40.8K +1,113 +12%
Creative Planning
216
Creative Planning
Kansas
$380K -$176K -4,799 -31%
TFS
217
TrustCore Financial Services
Tennessee
$375K -$13.3K -362 -3%
BIA
218
BHK Investment Advisors
Alabama
$372K
WT
219
Whittier Trust
California
$368K -$550 -15 -0.1%
IA
220
IFG Advisory
Georgia
$364K +$133K +3,637 +57%
CAN
221
Cetera Advisor Networks
California
$362K -$11.3K -308 -3%
IFG
222
Investors Financial Group
Minnesota
$359K +$14.7K +400 +4%
CAI
223
Capital Advisors Inc
Oklahoma
$356K +$361K +9,831 New
SIA
224
Strategic Investment Advisors
Michigan
$349K -$249K -6,772 -41%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$345K -$26.2K -715 -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.