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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
BCWM
301
Bartlett & Co Wealth Management
Ohio
$56K +$41.1K +1,242 +262%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$2.88K -87 -6%
ACA
303
Aptus Capital Advisors
Alabama
$44K -$50.6K -1,529 -53%
RCM
304
Raleigh Capital Management
North Carolina
$43K +$2.61K +79 +6%
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$43K +$43.7K +1,322 New
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$42K
BONH
307
Bank of New Hampshire
New Hampshire
$41K
M1FG
308
Mach-1 Financial Group
Arkansas
$38K +$39.2K +1,187 New
PFA
309
Professional Financial Advisors
Nebraska
$37K +$132 +4 +0.4%
AIM
310
Anchor Investment Management
South Carolina
$36.6K
TFS
311
TrustCore Financial Services
Tennessee
$35K -$5.95K -180 -15%
WOSD
312
WFA of San Diego
California
$34K +$34.6K +1,047 New
WWP
313
WR Wealth Planners
Missouri
$30.6K
CSB
314
City State Bank
Iowa
$30K
AWM
315
Aspire Wealth Management
Massachusetts
$27K -$29.4K -888 -51%
AFS
316
Annapolis Financial Services
Maryland
$25K
MCC
317
Money Concepts Capital
Florida
$24K -$20.3K -614 -46%
M&T Bank
318
M&T Bank
New York
$24K +$24.7M +747,589 New
William Blair & Company
319
William Blair & Company
Illinois
$23K -$38.2K -1,156 -62%
HFS
320
Hantz Financial Services
Michigan
$21K -$1.39K -42 -6%
COCM
321
Charter Oak Capital Management
New Hampshire
$21K
LPP
322
Life Planning Partners
Florida
$21K
Citigroup
323
Citigroup
New York
$20K -$39.5K -1,195 -66%
SIS
324
Sound Income Strategies
Florida
$20K +$2.88K +87 +16%
SC
325
Schubert & Co
Texas
$19K +$18.8K +569 New

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.