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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

390 hedge funds and large institutions have $4.2B invested in 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
Holders
390
Holders Change
+45
Holders Change %
+13.04%
% of All Funds
6.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
82
Increased
137
Reduced
102
Closed
33
Calls
$100K
Puts
–
Net Calls
+$100K
Net Calls Change
+$100K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$788M
2
Legal & General Group
2
Legal & General Group
United Kingdom
$43.9M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$98.4M
4
Creative Planning
4
Creative Planning
Kansas
$37.9M
5
HI
5
Horizon Investments
North Carolina
$32.4M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$691M
2
LPL Financial
2
LPL Financial
California
$231M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.8M
5
Jane Street
5
Jane Street
New York
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAP
226
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$465K – – –
ATPW
227
Ashton Thomas Private Wealth
Arizona
$457K -$1.63K -45 -0.4%
1CM
228
1492 Capital Management
Wisconsin
$443K +$60.1K +1,662 +16%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$442K +$442K +12,221 New
PMG
230
ProVise Management Group
Florida
$441K +$3.8K +105 +0.9%
EWA
231
EP Wealth Advisors
California
$436K -$290K -8,001 -40%
UCFA
232
United Capital Financial Advisors
Texas
$412K -$175K -4,829 -30%
MCM
233
Mainstay Capital Management
Michigan
$406K -$406K -11,238 -50%
RFA
234
Reilly Financial Advisors
California
$405K +$16.5K +456 +4%
FFS
235
Founders Financial Securities
Maryland
$404K +$404K +11,170 New
PFM
236
Phillips Financial Management
Indiana
$403K -$22.7K -627 -5%
IFWM
237
Institute for Wealth Management
Colorado
$399K -$14.5K -402 -4%
BIA
238
BHK Investment Advisors
Alabama
$398K – – –
AWA
239
Acorn Wealth Advisors
Michigan
$395K +$289 +8 +0.1%
MWC
240
MBM Wealth Consultants
Missouri
$395K +$11.7K +324 +3%
IA
241
IFG Advisory
Georgia
$381K +$505 +14 +0.1%
IFG
242
Investors Financial Group
Minnesota
$374K +$7.17K +198 +2%
WT
243
Whittier Trust
California
$367K – – –
CW
244
CreativeOne Wealth
Kansas
$366K +$366K +10,133 New
NA
245
NewEdge Advisors
Louisiana
$355K +$355K +9,839 New
PFA
246
Peak Financial Advisors
Colorado
$353K +$353K +9,754 New
CWA
247
Clearview Wealth Advisors
Oregon
$347K -$55.4K -1,533 -14%
TPWM
248
Twelve Points Wealth Management
Massachusetts
$340K +$340K +9,403 New
BS
249
Boenning & Scattergood
Pennsylvania
$326K – – –
CIAS
250
Capital Investment Advisory Services
North Carolina
$325K -$1.77K -49 -0.5%
8 9
10
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