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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
BHK Investment Advisors
Alabama
$359K
IFWM
227
Institute for Wealth Management
Colorado
$354K -$5.95K -180 -2%
PFA
228
Peak Financial Advisors
Colorado
$340K +$56.8K +1,717 +20%
BPWM
229
Badgley Phelps Wealth Managers
Washington
$329K -$37.8M -1,144,103 -99%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$326K -$53.9K -1,629 -14%
HCM
231
Hollencrest Capital Management
California
$310K -$179K -5,420 -36%
TSS
232
Two Sigma Securities
New York
$310K -$115K -3,471 -27%
NA
233
NewEdge Advisors
Louisiana
$301K +$305K +9,232 New
1IA
234
1834 Investment Advisors
Wisconsin
$294K +$6.25K +189 +2%
SC
235
Scotia Capital
Ontario, Canada
$293K +$19.8K +600 +7%
IWC
236
Integrated Wealth Concepts
Massachusetts
$291K -$87.6K -2,648 -23%
CIAS
237
Capital Investment Advisory Services
North Carolina
$289K -$4.36K -132 -1%
PIM
238
Penobscot Investment Management
Massachusetts
$284K -$1.54M -46,440 -84%
SS
239
Simplicity Solutions
Minnesota
$284K +$19.1K +578 +7%
CWA
240
Clearview Wealth Advisors
Oregon
$278K +$1.22K +37 +0.4%
NCG
241
Newport Capital Group
New Jersey
$266K
SW
242
SlateStone Wealth
Florida
$266K
IC
243
IEQ Capital
California
$265K +$1.06K +32 +0.4%
MCM
244
Maryland Capital Management
Maryland
$264K +$364 +11 +0.1%
OWA
245
Outlook Wealth Advisors
Texas
$262K -$11.2K -338 -4%
FAIM
246
Financial Advocates Investment Management
Washington
$260K +$40.9K +1,238 +18%
1CM
247
1492 Capital Management
Wisconsin
$258K -$8.99K -272 -3%
DTL
248
Dynamic Technology Lab
Singapore
$258K +$261K +7,892 New
GLA
249
Good Life Advisors
Pennsylvania
$256K -$36.1K -1,093 -12%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$254K -$89.7K -2,714 -26%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.