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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
PTC
276
Private Trust Company
Ohio
$177K +$179K +5,417 New
CP
277
Castleview Partners
Texas
$173K +$256K +7,733 +1,079%
HIIFS
278
Harel Insurance Investments & Financial Services
Israel
$168K -$85.7K -2,593 -33%
AIM
279
Acropolis Investment Management
Missouri
$161K +$163K +4,934 New
BA
280
Bellwether Advisors
Nebraska
$142K -$5.52K -167 -4%
MWM
281
Mascoma Wealth Management
New Hampshire
$138K +$95.7K +2,895 +218%
APA
282
American Portfolios Advisors
New York
$136K -$3.83K -116 -3%
TCOV
283
Trust Company of Vermont
Vermont
$135K +$137K +4,135 New
AWM
284
Avior Wealth Management
Nebraska
$133K +$6.28K +190 +5%
SAM
285
Strategic Asset Management
Minnesota
$116K
BAM
286
Belpointe Asset Management
Nevada
$114K +$115K +3,492 New
BWM
287
Baystate Wealth Management
Massachusetts
$107K -$39K -1,181 -26%
AIP
288
Ahrens Investment Partners
Louisiana
$97K
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$93K -$15.2K -460 -14%
PP
290
PrairieView Partners
Minnesota
$91K -$93.5K -2,828 -50%
TAM
291
Tucker Asset Management
Colorado
$90.7K +$2.94K +89 +3%
CI
292
CX Institutional
Indiana
$80K -$2.11M -63,696 -96%
CFB
293
Cullen/Frost Bankers
Texas
$79K -$83.9K -2,538 -51%
TFGT
294
TS Financial Group (TSFG)
Illinois
$79K -$41.2K -1,246 -34%
ODG
295
O'Dell Group
Ohio
$78K
HR
296
Howe & Rusling
New York
$73K
Fidelity Investments
297
Fidelity Investments
Massachusetts
$67K -$223K -6,735 -77%
PA
298
Parallel Advisors
California
$64K
AF
299
Advisornet Financial
Minnesota
$58K -$71.3K -2,157 -55%
BC
300
Bartlett & Co
Ohio
$56K +$41.1K +1,242 +262%

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.