We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSA
226
River Street Advisors
Illinois
$2.06M +$6.59K +199 +0.3%
TCBWMS
227
Texas Capital Bank Wealth Management Services
Texas
$2.06M -$10.8K -327 -0.5%
SBH
228
Segall Bryant & Hamill
Illinois
$2.03M +$110K +3,333 +6%
BCG
229
Breakwater Capital Group
New Jersey
$1.97M +$82.8K +2,502 +4%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$1.96M -$10.5K -316 -0.5%
WAS
231
Winch Advisory Services
Wisconsin
$1.96M +$344K +10,393 +21%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$1.95M -$59.9K -1,811 -3%
CB
233
Centennial Bank
Arkansas
$1.93M +$190K +5,729 +11%
CAG
234
Crestwood Advisors Group
Massachusetts
$1.92M +$107K +3,229 +6%
MPW
235
MGO Private Wealth
California
$1.88M +$122K +3,690 +7%
BRWA
236
B. Riley Wealth Advisors
Florida
$1.88M -$579K -17,492 -23%
FDW
237
Fourth Dimension Wealth
Ohio
$1.84M +$1.86M +56,137 New
JWM
238
JPL Wealth Management
Colorado
$1.8M +$1.82M +55,046 New
CC
239
Courier Capital
New York
$1.76M +$1.78M +53,748 New
FA
240
Freestate Advisors
Kansas
$1.68M +$348K +10,518 +26%
BMCM
241
Burns Matteson Capital Management
New York
$1.66M +$870K +26,269 +107%
IA
242
Insight Advisors
Pennsylvania
$1.65M -$29.3K -884 -2%
BBA
243
BLB&B Advisors
Pennsylvania
$1.65M -$19.8K -599 -1%
APCM
244
Alaska Permanent Capital Management
Alaska
$1.64M
RCM
245
Raleigh Capital Management
North Carolina
$1.63M +$1.29M +38,941 +362%
GSWM
246
Golden State Wealth Management
California
$1.62M +$1.64M +49,457 New
AC
247
AIFG Consultants
New York
$1.61M +$1.62M +49,009 New
HP
248
Hilltop Partners
Indiana
$1.57M -$178K -5,390 -10%
EP
249
Edgestream Partners
New Jersey
$1.56M +$289K +8,737 +23%
TPCW
250
TD Private Client Wealth
New York
$1.54M +$89.3K +2,697 +6%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.