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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

390 hedge funds and large institutions have $4.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 33

34% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 102

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

13% more funds holding

Funds holding: 345390 (+45)

1.91% more ownership

Funds ownership: 72.97%74.88% (+1.9%)

4% less capital invested

Capital invested by funds: $4.39B → $4.2B (-$198M)

Holders
390
Holders Change
+45
Holders Change %
+13.04%
% of All Funds
6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.38%
New
82
Increased
137
Reduced
102
Closed
33
Calls
$100K
Puts
Net Calls
+$100K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$788M +$105M +2,904,881 +15%
Charles Schwab
2
Charles Schwab
California
$691M -$421M -11,627,610 -38%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$285M +$26.7M +737,164 +10%
LPL Financial
4
LPL Financial
California
$231M -$43.4M -1,196,598 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$104M +$11.7M +322,995 +13%
Verition Fund Management
6
Verition Fund Management
Connecticut
$98.4M +$40.1M +1,107,053 +68%
Wells Fargo
7
Wells Fargo
California
$81.2M +$5.66M +156,196 +7%
MWM
8
Mission Wealth Management
California
$60M +$2.19M +60,413 +4%
AIMU
9
Allianz Investment Management US
Minnesota
$57.1M -$1.7M -47,000 -3%
EB
10
Eastern Bank
Massachusetts
$55.4M +$1.52M +41,851 +3%
State Street
11
State Street
Massachusetts
$54.6M -$6.86M -189,340 -11%
CI
12
Conning Inc
Connecticut
$50.8M +$1.96M +54,114 +4%
ZIG
13
Zurich Insurance Group
Switzerland
$50.7M +$21.1M +580,877 +71%
CFIA
14
Cantor Fitzgerald Investment Advisors
New York
$47.5M -$895K -24,706 -2%
GI
15
Gradient Investments
Minnesota
$47.3M -$5.81M -160,411 -11%
MYLI
16
Meiji Yasuda Life Insurance
Japan
$44.7M
Legal & General Group
17
Legal & General Group
United Kingdom
$43.9M +$44M +1,214,135 New
AF
18
Allworth Financial
California
$43.4M +$19.4M +536,412 +81%
FWM
19
Focused Wealth Management
New York
$40.7M +$462K +12,734 +1%
PAS
20
Park Avenue Securities
New York
$40.5M +$922K +25,448 +2%
Creative Planning
21
Creative Planning
Kansas
$37.9M +$36.8M +1,015,147 +3,063%
Morgan Stanley
22
Morgan Stanley
New York
$37.8M -$28.6M -788,325 -43%
BPWM
23
Badgley Phelps Wealth Managers
Washington
$36.2M +$2.9M +80,127 +9%
RA
24
RFG Advisory
Alabama
$34.6M -$7.04M -194,247 -17%
SGAM
25
Stephens Group Asset Management
Arkansas
$34.2M +$1.01M +27,903 +3%

SPIB Hedge Fund Activity: Q4 2021 in Review

390 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2021, worth a combined $4.2B — down 4.5% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SPIB positions and 33 closed out — a net gain of 49 holders — while 137 added to existing stakes and 102 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $105M. The largest seller was Charles Schwab, cutting an estimated $421M.

  • 390 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2021, up from 345 in Q3 2021.
  • Funds reported $4.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2021, down 4.5% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2021 and 33 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $105M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2021 was Charles Schwab, an estimated $421M sold.

Based on aggregated 13F filings for Q4 2021.