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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
Charles Schwab
1
Charles Schwab
California
$1.21B +$399M +11,208,810 +51%
CSIA
2
Charles Schwab Investment Advisory
California
$608M -$3.88M -108,966 -0.7%
State Street
3
State Street
Massachusetts
$326M +$287M +8,065,582 +942%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$264M -$5.66M -159,167 -2%
Jane Street
5
Jane Street
New York
$159M +$133M +3,734,729 +610%
MIA
6
MainStreet Investment Advisors
Illinois
$134M +$131M +3,677,353 New
LPL Financial
7
LPL Financial
California
$125M +$39.7M +1,115,644 +48%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$97.1M +$11.2M +315,473 +13%
Wells Fargo
9
Wells Fargo
California
$87.2M +$4.69M +131,984 +6%
AF
10
Allworth Financial
California
$69.2M +$55.9K +1,571 +0.1%
USAA
11
United Services Automobile Association
Texas
$65.6M -$453M -12,745,952 -87%
AIMU
12
Allianz Investment Management US
Minnesota
$62.6M -$37.9M -1,066,750 -38%
Bank of America
13
Bank of America
North Carolina
$57.6M +$31.1M +873,418 +124%
PAS
14
Park Avenue Securities
New York
$54M +$2.75M +77,387 +6%
CPO
15
Cerity Partners OCIO
New York
$42.6M +$1.76M +49,515 +4%
HI
16
Horizon Investments
North Carolina
$39.8M +$25.9M +727,299 +200%
Morgan Stanley
17
Morgan Stanley
New York
$39.5M +$6.82M +191,607 +22%
MWM
18
Mission Wealth Management
California
$39M +$3.58M +100,658 +10%
CFIA
19
Cantor Fitzgerald Investment Advisors
New York
$38.5M +$7.06M +198,410 +23%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$35.2M +$34.2M +962,483 New
BPB
21
Badgley, Phelps & Bell
Washington
$34.9M +$33.9M +954,007 New
PSUF
22
People's United Financial
Connecticut
$32.8M -$2.75M -77,317 -8%
AssetMark Inc
23
AssetMark Inc
California
$32.8M +$31.9M +897,953 +623,578%
EB
24
Eastern Bank
Massachusetts
$31.8M +$1.45M +40,840 +5%
RVPG
25
Relative Value Partners Group
$31.5M +$30.7M +863,596 New

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.