We are live on ! Find out more
SPIB icon

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
Charles Schwab
1
Charles Schwab
California
$1.13B -$62.1M -1,683,205 -5%
CSIA
2
Charles Schwab Investment Advisory
California
$559M -$25.4M -688,308 -4%
BlackRock
3
BlackRock
New York
$490M +$443 +12 +0%
FRBONY
4
Federal Reserve Bank of New York
New York
$490M +$486M +13,181,447 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$264M -$2.6M -70,321 -1%
LPL Financial
6
LPL Financial
California
$173M +$33.5M +908,294 +24%
State Street
7
State Street
Massachusetts
$118M -$204M -5,516,089 -63%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$106M +$2.07M +56,077 +2%
Wells Fargo
9
Wells Fargo
California
$95.1M +$1.4M +37,939 +2%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$72.2M +$71.6M +1,940,934 New
USAA
11
United Services Automobile Association
Texas
$65.6M +$65M +1,760,069 +1,827%
AIMU
12
Allianz Investment Management US
Minnesota
$61.3M -$1.18M -32,000 -2%
PAS
13
Park Avenue Securities
New York
$56M -$149K -4,046 -0.3%
EB
14
Eastern Bank
Massachusetts
$54M +$1.71M +46,238 +3%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$50.1M +$49.7M +1,346,628 New
MWM
16
Mission Wealth Management
California
$49.4M +$2.91M +78,809 +6%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$42.3M +$3.17M +85,979 +8%
BPB
18
Badgley, Phelps & Bell
Washington
$40.5M +$3.35M +90,794 +9%
Morgan Stanley
19
Morgan Stanley
New York
$40.2M -$964K -26,120 -2%
AssetMark Inc
20
AssetMark Inc
California
$34.8M -$3.04M -82,376 -8%
PSUF
21
People's United Financial
Connecticut
$32.5M -$230K -6,220 -0.7%
RVPG
22
Relative Value Partners Group
$32.3M +$229K +6,211 +0.7%
GI
23
Gradient Investments
Minnesota
$32.1M -$304K -8,248 -0.9%
UBS Group
24
UBS Group
Switzerland
$30.8M +$1.11M +30,011 +4%
FWM
25
Focused Wealth Management
New York
$30M +$1.63M +44,229 +6%

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.