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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

573 hedge funds and large institutions have $8.87B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 264 increasing their positions, 173 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 173

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

0% more funds holding

Funds holding: 571573 (+2)

0.24% less ownership

Funds ownership: 82.52%82.28% (-0.24%)

2% less capital invested

Capital invested by funds: $9.04B → $8.87B (-$169M)

3% less funds holding in top 10

Funds holding in top 10: 6159 (-2)

Holders
573
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
7.05%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
0.73%
New
62
Increased
264
Reduced
173
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.74B +$98.6M +2,918,486 +6%
Charles Schwab
2
Charles Schwab
California
$642M -$364M -10,776,833 -36%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$393M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$387M +$21.6M +638,787 +6%
AFI
5
American Family Investments
Wisconsin
$341M +$50.1M +1,484,000 +17%
Creative Planning
6
Creative Planning
Kansas
$267M -$2.79M -82,693 -1%
DADC
7
D.A. Davidson & Co
Montana
$217M +$13.9M +410,391 +7%
WMN
8
Wealth Management Nebraska
Nebraska
$196M +$14.9M +440,888 +8%
WA
9
Waverly Advisors
Alabama
$181M +$10.7M +315,291 +6%
Morgan Stanley
10
Morgan Stanley
New York
$178M -$20.5M -606,900 -10%
AssetMark Inc
11
AssetMark Inc
California
$174M +$627K +18,565 +0.4%
Raymond James Financial
12
Raymond James Financial
Florida
$172M +$4.57M +135,354 +3%
Wells Fargo
13
Wells Fargo
California
$170M -$13.9M -412,173 -8%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$143M -$75.6M -2,236,623 -34%
HighTower Advisors
15
HighTower Advisors
Illinois
$113M +$3.94M +116,689 +4%
Ameriprise
16
Ameriprise
Minnesota
$101M -$91.8M -2,717,424 -47%
CM
17
Castleark Management
Illinois
$90.2M +$5.71M +169,010 +7%
State Street
18
State Street
Massachusetts
$87.9M -$963K -28,512 -1%
CAL
19
Capital Analysts LLC
Pennsylvania
$84.5M +$27.3M +806,799 +47%
Osaic Holdings
20
Osaic Holdings
Arizona
$70.2M -$2.99M -88,519 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$69.4M +$7.55M +223,569 +12%
CAI
22
Capital Advisors Inc
Oklahoma
$58.3M -$253K -7,494 -0.4%
DW
23
Dodds Wealth
Colorado
$56.2M +$2.91M +86,155 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$52.7M -$4.42M -130,690 -8%
TTWM
25
TCV Trust & Wealth Management
Virginia
$52.4M +$2.11M +62,381 +4%

SPIB Hedge Fund Activity: Q1 2026 in Review

573 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2026, worth a combined $8.87B — down 1.9% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SPIB positions and 51 closed out — a net gain of 11 holders — while 264 added to existing stakes and 173 trimmed.

The largest buyer was LPL Financial, adding an estimated $98.6M. The largest seller was Charles Schwab, cutting an estimated $364M.

  • 573 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2026, up from 571 in Q4 2025.
  • Funds reported $8.87B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2026, down 1.9% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2026 and 51 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $98.6M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2026 was Charles Schwab, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.