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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
HP
251
Hilltop Partners
Indiana
$531K +$18.9K +586 +4%
IP
252
Ignite Planners
California
$528K +$17.7K +547 +3%
TA
253
Tiedemann Advisors
New York
$498K
SWP
254
Stratos Wealth Partners
Ohio
$495K +$179K +5,554 +56%
Millennium Management
255
Millennium Management
New York
$489K -$5.02M -155,579 -91%
OWP
256
Obermeyer Wealth Partners
Colorado
$480K
C1AG
257
Client 1st Advisory Group
Florida
$473K -$57.4K -1,778 -11%
API
258
Advisor Partners II
California
$472K -$19.9K -617 -4%
LL
259
LWMG LLC
Minnesota
$460K +$15.3K +474 +3%
AIA
260
Ally Invest Advisors
North Carolina
$444K +$91K +2,819 +26%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$437K -$6.04K -187 -1%
SOS
262
Silver Oak Securities
Tennessee
$433K +$12.6K +390 +3%
NL
263
NWAM LLC
Washington
$426K +$428K +13,267 New
Betterment LLC
264
Betterment LLC
New York
$416K -$66.5K -2,058 -14%
LNC
265
Lincoln National Corp
Pennsylvania
$415K -$3.97K -123 -0.9%
CFMC
266
Curbstone Financial Management Corp
New Hampshire
$412K
CFP
267
Cypress Financial Planning
New Jersey
$411K -$60K -1,857 -13%
AWAP
268
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$407K
AWA
269
Acorn Wealth Advisors
Michigan
$407K +$26.2K +810 +7%
PVH
270
Psagot Value Holdings
Israel
$407K
CAG
271
Crestwood Advisors Group
Massachusetts
$404K -$3.2K -99 -0.8%
KPWS
272
Kestra Private Wealth Services
Texas
$403K +$36.8K +1,139 +10%
EA
273
Eclectic Associates
California
$393K +$6.55K +203 +2%
LFA
274
LGT Financial Advisors
Texas
$385K +$388K +12,005 New
EH
275
Equitable Holdings
New York
$376K +$378K +11,712 New

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.