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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

349 hedge funds and large institutions have $5.63B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $5.22B → $5.63B (+$415M)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 349349 (0)

2.76% less ownership

Funds ownership: 86.67%83.91% (-2.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
6.07%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.4%
New
36
Increased
138
Reduced
108
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$511K -$124K -3,400 -20%
RIM
202
Rockbridge Investment Management
New York
$501K
EWA
203
EP Wealth Advisors
California
$501K +$499K +13,656 New
SC
204
Scotia Capital
Ontario, Canada
$493K +$35.7K +978 +8%
AP
205
Advisor Partners
California
$487K -$63.8K -1,748 -12%
IFWM
206
Institute for Wealth Management
Colorado
$481K -$30.6K -839 -6%
CAM
207
Cresset Asset Management
Illinois
$481K
VFM
208
Vivid Financial Management
California
$468K -$724K -19,822 -61%
PFM
209
Phillips Financial Management
Indiana
$463K -$51.6K -1,413 -10%
HGWM
210
Horst & Graben Wealth Management
Oregon
$462K -$576K -15,780 -56%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$460K +$110K +3,021 +32%
JCM
212
Jacobi Capital Management
Pennsylvania
$449K +$42.9K +1,176 +11%
Financial Engines Advisors
213
Financial Engines Advisors
California
$444K +$7.04K +193 +2%
PMG
214
ProVise Management Group
Florida
$433K +$431K +11,794 New
CWA
215
Clearview Wealth Advisors
Oregon
$417K -$600K -16,440 -59%
1CM
216
1492 Capital Management
Wisconsin
$411K +$87.1K +2,386 +27%
RFA
217
Reilly Financial Advisors
California
$409K +$16.6K +454 +4%
BIA
218
BHK Investment Advisors
Alabama
$404K +$36.5K +1,000 +10%
MAFM
219
Mid Atlantic Financial Management
Pennsylvania
$402K +$73 +2 +0%
HIS
220
Harvest Investment Services
Illinois
$396K +$1.53K +42 +0.4%
AWA
221
Acorn Wealth Advisors
Michigan
$395K +$365 +10 +0.1%
CAAS
222
Capital Asset Advisory Services
Michigan
$394K +$475 +13 +0.1%
MWC
223
MBM Wealth Consultants
Missouri
$379K -$15.4K -422 -4%
IA
224
IFG Advisory
Georgia
$378K +$9.71K +266 +3%
CAN
225
Cetera Advisor Networks
California
$375K +$8.21K +225 +2%

SPIB Hedge Fund Activity: Q2 2021 in Review

349 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2021, worth a combined $5.63B — up 8% from $5.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SPIB positions and 33 closed out — a net gain of 3 holders — while 138 added to existing stakes and 108 trimmed.

The largest buyer was Jane Street, adding an estimated $192M. The largest seller was Federal Reserve Bank of New York, cutting an estimated $133M.

  • 349 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $5.63B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2021, up 8% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2021 and 33 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2021 was Jane Street, an estimated $192M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2021 was Federal Reserve Bank of New York, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2021.