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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
Charles Schwab
1
Charles Schwab
California
$1.18B -$42.9M -1,164,455 -4%
CSIA
2
Charles Schwab Investment Advisory
California
$578M -$34.3M -931,872 -6%
BlackRock
3
BlackRock
New York
$485M +$485M +13,181,608 +3,087,028%
State Street
4
State Street
Massachusetts
$320M -$8.47M -230,165 -3%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$263M -$2.18M -59,340 -0.8%
LPL Financial
6
LPL Financial
California
$137M +$11.7M +318,305 +9%
Jane Street
7
Jane Street
New York
$104M -$55.6M -1,510,756 -35%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$102M +$4.72M +128,246 +5%
Wells Fargo
9
Wells Fargo
California
$92.7M +$4.93M +133,946 +6%
AF
10
Allworth Financial
California
$72M +$2.38M +64,537 +3%
AIMU
11
Allianz Investment Management US
Minnesota
$61.8M -$1.29M -35,000 -2%
PAS
12
Park Avenue Securities
New York
$55.5M +$1.14M +30,908 +2%
EB
13
Eastern Bank
Massachusetts
$51.7M +$19.7M +535,400 +62%
MWM
14
Mission Wealth Management
California
$46M +$6.72M +182,597 +17%
CPO
15
Cerity Partners OCIO
New York
$45.9M +$3.04M +82,481 +7%
Morgan Stanley
16
Morgan Stanley
New York
$40.7M +$907K +24,644 +2%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$38.4M -$41.1K -1,117 -0.1%
AssetMark Inc
18
AssetMark Inc
California
$37.5M +$4.48M +121,590 +14%
BPB
19
Badgley, Phelps & Bell
Washington
$36.7M +$1.65M +44,761 +5%
GI
20
Gradient Investments
Minnesota
$32.4M +$11.3M +307,148 +53%
PSUF
21
People's United Financial
Connecticut
$32.3M -$733K -19,899 -2%
RVPG
22
Relative Value Partners Group
$31.7M -$24K -652 -0.1%
UBS Group
23
UBS Group
Switzerland
$29.4M +$2.03M +55,042 +7%
PAG
24
Pinnacle Advisory Group
Maryland
$28.4M +$1.07M +29,100 +4%
FWM
25
Focused Wealth Management
New York
$28M +$1.04M +28,203 +4%

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.