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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
CS
276
Credit Suisse
Switzerland
$376K
PFS
277
Prospera Financial Services
Texas
$363K -$53.1K -1,644 -13%
William Blair & Company
278
William Blair & Company
Illinois
$359K +$342K +10,595 +1,817%
NA
279
NewEdge Advisors
Louisiana
$358K +$2.16K +67 +0.6%
IWC
280
Integrated Wealth Concepts
Massachusetts
$358K -$28.6K -887 -7%
TW
281
Towerpoint Wealth
California
$355K -$168K -5,215 -32%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$355K -$815K -25,231 -70%
BIA
283
BHK Investment Advisors
Alabama
$353K
Prudential Financial
284
Prudential Financial
New Jersey
$348K -$744K -23,039 -68%
SFS
285
Sowell Financial Services
Arkansas
$345K +$347K +10,744 New
MCM
286
Mainstay Capital Management
Michigan
$344K
SAG
287
SageView Advisory Group
California
$342K +$344K +10,665 New
MHB
288
Midwest Heritage Bank
Iowa
$339K
IGWM
289
ICA Group Wealth Management
Colorado
$324K +$119K +3,675 +57%
WMA
290
Wealth Management Associates
New Jersey
$321K +$323K +10,000 New
MA
291
Mutual Advisors
Nebraska
$308K +$1.81K +56 +0.6%
RWM
292
Revisor Wealth Management
Ohio
$306K -$97 -3 -0%
AT
293
American Trust
Kentucky
$303K +$301K +9,335 New
AA
294
AlphaQ Advisors
Florida
$297K +$299K +9,260 New
PFM
295
Phillips Financial Management
Indiana
$293K +$1.45K +45 +0.5%
SC
296
Scotia Capital
Ontario, Canada
$293K +$4.75K +147 +2%
CIAS
297
Capital Investment Advisory Services
North Carolina
$287K +$10.3K +318 +4%
CF
298
Centaurus Financial
California
$281K -$64K -1,982 -18%
1IA
299
1834 Investment Advisors
Wisconsin
$278K -$3.62K -112 -1%
1CM
300
1492 Capital Management
Wisconsin
$273K -$161 -5 -0.1%

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.