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

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$73.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CC
5
Centiva Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Acorn Wealth Advisors
Michigan
$386K -$2.96K -91 -0.8%
CS
277
Credit Suisse
Switzerland
$380K -$131K -4,037 -26%
KPWS
278
Kestra Private Wealth Services
Texas
$370K -$44.2K -1,359 -11%
NA
279
NewEdge Advisors
Louisiana
$360K -$102K -3,127 -22%
BIA
280
BHK Investment Advisors
Alabama
$357K – – –
AIA
281
Ally Invest Advisors
North Carolina
$357K +$134K +4,125 +60%
Cerity Partners
282
Cerity Partners
New York
$356K +$81K +2,492 +29%
CF
283
Centaurus Financial
California
$349K +$131K +4,029 +60%
MCM
284
Mainstay Capital Management
Michigan
$348K -$325 -10 -0.1%
UCFA
285
United Capital Financial Advisors
Texas
$345K -$57.8K -1,780 -14%
MHB
286
Midwest Heritage Bank
Iowa
$343K -$18.2K -559 -5%
RA
287
RFG Advisory
Alabama
$321K -$1.66M -50,999 -84%
SWP
288
Stratos Wealth Partners
Ohio
$320K -$485K -14,925 -60%
SAM
289
Strategy Asset Managers
California
$314K -$74.6K -2,296 -19%
RWM
290
Revisor Wealth Management
Ohio
$310K +$310K +9,540 New
MA
291
Mutual Advisors
Nebraska
$310K +$5K +154 +2%
PFM
292
Phillips Financial Management
Indiana
$295K -$5.1K -157 -2%
SC
293
Scotia Capital
Ontario, Canada
$292K – – –
1IA
294
1834 Investment Advisors
Wisconsin
$285K +$7.02K +216 +3%
CIAS
295
Capital Investment Advisory Services
North Carolina
$280K -$3.38K -104 -1%
1CM
296
1492 Capital Management
Wisconsin
$276K – – –
IC
297
IEQ Capital
California
$272K +$1.2K +37 +0.4%
Lido Advisors
298
Lido Advisors
California
$266K +$2.6K +80 +1%
SW
299
SlateStone Wealth
Florida
$265K – – –
AIM
300
Acropolis Investment Management
Missouri
$265K – – –
10 11
12
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