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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
Charles Schwab
1
Charles Schwab
California
$1.2B +$165M +4,512,281 +16%
CSIA
2
Charles Schwab Investment Advisory
California
$717M -$21M -575,661 -3%
BlackRock
3
BlackRock
New York
$350M -$133M -3,656,538 -28%
FRBONY
4
Federal Reserve Bank of New York
New York
$350M -$133M -3,656,579 -28%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$279M +$19M +521,657 +7%
Jane Street
6
Jane Street
New York
$225M +$192M +5,250,138 +601%
LPL Financial
7
LPL Financial
California
$224M +$13.4M +365,716 +6%
Morgan Stanley
8
Morgan Stanley
New York
$141M +$100M +2,745,241 +250%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$96.2M +$5.3M +145,182 +6%
AssetMark Inc
10
AssetMark Inc
California
$87.9M +$65M +1,781,911 +291%
State Street
11
State Street
Massachusetts
$81.7M -$53.1M -1,453,531 -39%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$80.5M +$59.8M +1,638,698 +295%
Barclays
13
Barclays
United Kingdom
$79.9M +$66.3M +1,817,490 +506%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$78.4M +$11.7M +319,400 +18%
Wells Fargo
15
Wells Fargo
California
$78.1M -$17.5M -479,114 -18%
AIMU
16
Allianz Investment Management US
Minnesota
$60.1M
MWM
17
Mission Wealth Management
California
$56.3M +$1.92M +52,621 +4%
EB
18
Eastern Bank
Massachusetts
$54.1M +$952K +26,078 +2%
GI
19
Gradient Investments
Minnesota
$53.5M -$4.49M -123,077 -8%
CFIA
20
Cantor Fitzgerald Investment Advisors
New York
$48.3M +$6.51M +178,446 +16%
Citadel Advisors
21
Citadel Advisors
Florida
$46.1M +$3.94M +108,015 +9%
PAS
22
Park Avenue Securities
New York
$41.4M +$1.54M +42,297 +4%
FWM
23
Focused Wealth Management
New York
$37.3M +$1.08M +29,531 +3%
UBS Group
24
UBS Group
Switzerland
$36.7M +$1.75M +47,954 +5%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$36.5M

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.