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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
226
WR Wealth Planners
Missouri
$1.54M -$6.32M -193,799 -80%
CFAM
227
Center For Asset Management
Florida
$1.54M +$1.54M +47,163 New
NSB
228
Norway Savings Bank
Maine
$1.54M +$1.33M +40,775 +649%
Wellington Management Group
229
Wellington Management Group
Massachusetts
$1.54M +$1.53M +47,000 New
GWSG
230
GPS Wealth Strategies Group
Colorado
$1.51M +$69.7K +2,138 +5%
APCM
231
Alaska Permanent Capital Management
Alaska
$1.49M +$16K +491 +1%
State Street
232
State Street
Massachusetts
$1.47M -$8.96M -274,561 -86%
NA
233
NewEdge Advisors
Louisiana
$1.46M +$150K +4,609 +11%
Comerica Bank
234
Comerica Bank
Texas
$1.4M -$71.9K -2,205 -5%
EGA
235
E&G Advisors
Texas
$1.39M
WAS
236
Winch Advisory Services
Wisconsin
$1.38M +$460K +14,116 +51%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$1.36M -$1.56M -47,759 -53%
WT
238
Whittier Trust
California
$1.33M -$58.1K -1,780 -4%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$1.33M +$273K +8,359 +26%
US Bancorp
240
US Bancorp
Minnesota
$1.32M -$174K -5,329 -12%
Marshall Wace
241
Marshall Wace
United Kingdom
$1.31M +$1.3M +40,000 New
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$1.3M -$120K -3,667 -8%
IPW
243
Impact Partnership Wealth
Georgia
$1.29M -$65K -1,993 -5%
TPCW
244
TD Private Client Wealth
New York
$1.27M +$97K +2,973 +8%
RI
245
Rinkey Investments
California
$1.27M +$16.9K +518 +1%
VT
246
Vise Technologies
New York
$1.27M +$59.7K +1,830 +5%
GLA
247
Good Life Advisors
Pennsylvania
$1.26M +$109K +3,348 +10%
IA
248
Insight Advisors
Pennsylvania
$1.22M -$3.95K -121 -0.3%
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$1.17M
FTUS
250
Flow Traders U.S.
New York
$1.14M -$4.58M -140,364 -80%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.