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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
UWM
251
Urban Wealth Management
California
$254K +$257K +7,771 New
PFG
252
Peterson Financial Group
Iowa
$251K -$32.2K -975 -11%
IWM
253
IHT Wealth Management
Illinois
$246K +$249K +7,539 New
EA
254
Eclectic Associates
California
$244K -$4.43K -134 -2%
MHR
255
Matthew Hamilton Rosenberg
$241K
ACI
256
Alpha Cubed Investments
California
$240K
LFAS
257
Level Four Advisory Services
Texas
$238K +$34.1K +1,031 +16%
LPT
258
Legacy Private Trust
Wisconsin
$232K -$695K -21,016 -75%
PCM
259
Poehling Capital Management
Wisconsin
$232K
PA
260
Procyon Advisors
Connecticut
$227K +$230K +6,963 New
RIM
261
Rockbridge Investment Management
New York
$225K -$215K -6,490 -49%
RT
262
Rockland Trust
Massachusetts
$220K -$402K -12,168 -64%
EP
263
Eudaimonia Partners
Tennessee
$219K +$222K +6,713 New
AIC
264
Archer Investment Corporation
Indiana
$218K -$3.04K -92 -1%
TA
265
TrueWealth Advisors
Alabama
$218K +$221K +6,677 New
T
266
TNF
Montana
$215K -$16.7K -504 -7%
LAS
267
LWM Advisory Services
Florida
$212K -$44.4K -1,342 -17%
CFD
268
Creative Financial Designs
Indiana
$209K -$20.1K -609 -9%
SIM
269
Sadoff Investment Management
Wisconsin
$206K
CL
270
CPWM LLC
Washington
$204K +$1.42K +43 +0.7%
WMA
271
West Michigan Advisors
Michigan
$203K -$84.5K -2,557 -29%
MCA
272
Magnolia Capital Advisors
Mississippi
$203K
CF
273
Centaurus Financial
California
$202K -$169K -5,100 -45%
EWA
274
EP Wealth Advisors
California
$183K -$206K -6,237 -53%
CA
275
CoreCap Advisors
Michigan
$182K -$31.2K -944 -14%

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.