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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
Charles Schwab
1
Charles Schwab
California
$1.02B -$76.3M -2,078,325 -7%
CSIA
2
Charles Schwab Investment Advisory
California
$729M +$187M +5,092,064 +34%
BlackRock
3
BlackRock
New York
$478M +$4.44K +121 +0%
FRBONY
4
Federal Reserve Bank of New York
New York
$478M
TAIM
5
TD Ameritrade Investment Management
Nebraska
$264M
LPL Financial
6
LPL Financial
California
$208M +$40.2M +1,096,405 +24%
State Street
7
State Street
Massachusetts
$133M +$18.5M +504,823 +16%
Wells Fargo
8
Wells Fargo
California
$94.5M +$1.73M +47,227 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$89.8M -$13.4M -364,378 -13%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$65.8M -$4.58M -124,757 -6%
AIMU
11
Allianz Investment Management US
Minnesota
$59.4M -$367K -10,000 -0.6%
GI
12
Gradient Investments
Minnesota
$57.3M +$25.9M +706,632 +81%
MWM
13
Mission Wealth Management
California
$53.7M +$5.58M +152,099 +11%
EB
14
Eastern Bank
Massachusetts
$52.5M -$80K -2,181 -0.2%
CFIA
15
Cantor Fitzgerald Investment Advisors
New York
$42.3M -$30.3K -825 -0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$41.6M +$18.6M +506,981 +79%
Morgan Stanley
17
Morgan Stanley
New York
$39.7M +$570K +15,527 +1%
PAS
18
Park Avenue Securities
New York
$39.4M -$15.4M -419,146 -28%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$36.1M +$11.3M +308,000 +45%
FWM
20
Focused Wealth Management
New York
$35.7M +$6.55M +178,387 +22%
UBS Group
21
UBS Group
Switzerland
$34.6M +$4.53M +123,505 +15%
PSUF
22
People's United Financial
Connecticut
$33.4M +$1.75M +47,819 +5%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$32.7M +$3.99M +108,641 +14%
BPB
24
Badgley, Phelps & Bell
Washington
$32M -$7.62M -207,648 -19%
RVPG
25
Relative Value Partners Group
$31.8M +$264K +7,194 +0.8%

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.