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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
251
Davidson Trust Company
Washington
$660K -$49.7K -1,581 -7%
GI
252
Gradient Investments
Minnesota
$647K -$125K -3,982 -16%
AWS
253
Atria Wealth Solutions
New York
$636K -$762K -24,230 -55%
JWS
254
Juncture Wealth Strategies
Arizona
$629K +$315 +10 +0%
NB
255
NBT Bank
New York
$625K -$1.51K -48 -0.2%
WAS
256
Winch Advisory Services
Wisconsin
$622K +$44.1K +1,403 +8%
AIA
257
Ally Invest Advisors
North Carolina
$606K +$172K +5,456 +39%
HI
258
Horizon Investments
North Carolina
$577K -$438K -13,934 -43%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$569K +$221K +7,041 +64%
NL
260
NWAM LLC
Washington
$561K +$144K +4,567 +34%
HI
261
Harbour Investments
Wisconsin
$543K -$12K -383 -2%
DCS
262
Destiny Capital Securities
Colorado
$530K +$530K +16,856 New
MA
263
Mutual Advisors
Nebraska
$523K +$222K +7,044 +73%
Comerica Bank
264
Comerica Bank
Texas
$518K +$518K +16,481 New
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$500K -$87.4K -2,778 -15%
BCP
266
Blue Chip Partners
Michigan
$495K -$4.48M -142,478 -90%
DWM
267
Drive Wealth Management
Utah
$493K -$136K -4,334 -22%
FFS
268
Founders Financial Securities
Maryland
$476K -$377K -11,993 -44%
OWP
269
Obermeyer Wealth Partners
Colorado
$470K – – –
API
270
Advisor Partners II
California
$470K +$7.99K +254 +2%
AWA
271
Acorn Wealth Advisors
Michigan
$451K +$52.2K +1,660 +13%
LL
272
LWMG LLC
Minnesota
$451K +$346 +11 +0.1%
CFP
273
Cypress Financial Planning
New Jersey
$439K +$34.6K +1,100 +9%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$428K – – –
CS
275
Credit Suisse
Switzerland
$428K +$59.8K +1,900 +16%
9 10
11
12 13