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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

400 hedge funds and large institutions have $4.52B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-16
Holders Change %
-3.85%
% of All Funds
6.4%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
44
Increased
161
Reduced
134
Closed
53
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
-$31K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$142M
2
LPL Financial
LPL Financial
California
$334M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.8M
4
AIMU
Allianz Investment Management US
Minnesota
$112M
5
Charles Schwab
Charles Schwab
California
$689M

Top Sellers

1
Jane Street
Jane Street
New York
$25.1M
2
Financial Engines Advisors
Financial Engines Advisors
California
$26.5M
3
Bank of America
Bank of America
North Carolina
$73.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CC
Centiva Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
251
Towerpoint Wealth
California
$529K -$43.7K -1,346 -8%
IP
252
Ignite Planners
California
$523K -$152K -4,675 -23%
HP
253
Hilltop Partners
Indiana
$519K +$519K +15,961 New
TA
254
Tiedemann Advisors
New York
$504K -$509K -15,680 -50%
API
255
Advisor Partners II
California
$498K -$8.03K -247 -2%
Betterment LLC
256
Betterment LLC
New York
$488K -$68.5K -2,107 -12%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$487K – – –
OWP
258
Obermeyer Wealth Partners
Colorado
$486K – – –
FFG
259
Fullen Financial Group
Ohio
$479K +$3.98K +122 +0.8%
CFP
260
Cypress Financial Planning
New Jersey
$479K -$761K -23,357 -61%
CFA
261
Compass Financial Advisors
Indiana
$467K +$33.8K +1,041 +8%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$461K -$41.2K -1,269 -8%
LL
263
LWMG LLC
Minnesota
$450K +$102K +3,136 +29%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$449K -$4.74K -146 -1%
CAM
265
Cresset Asset Management
Illinois
$426K -$32 -1 -0%
SOS
266
Silver Oak Securities
Tennessee
$425K -$1.2K -37 -0.3%
LA
267
Latitude Advisors
Florida
$425K +$39K +1,199 +10%
LNC
268
Lincoln National Corp
Pennsylvania
$424K -$20.8K -641 -5%
PFS
269
Prospera Financial Services
Texas
$421K +$181K +5,569 +75%
CFMC
270
Curbstone Financial Management Corp
New Hampshire
$417K -$22.7K -700 -5%
AWAP
271
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$412K – – –
CAG
272
Crestwood Advisors Group
Massachusetts
$412K +$60.7K +1,867 +17%
PVH
273
Psagot Value Holdings
Israel
$411K -$3.97M -122,285 -91%
EA
274
Eclectic Associates
California
$391K -$119K -3,674 -23%
IWC
275
Integrated Wealth Concepts
Massachusetts
$391K +$104K +3,193 +36%
9 10
11
12 13