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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
XF
301
XML Financial
Maryland
$273K +$274K +8,494 New
IC
302
IEQ Capital
California
$271K +$1.84K +57 +0.7%
SAM
303
Strategy Asset Managers
California
$265K -$45.6K -1,412 -15%
AIM
304
Acropolis Investment Management
Missouri
$262K
SW
305
SlateStone Wealth
Florida
$259K -$3.23K -100 -1%
Lido Advisors
306
Lido Advisors
California
$253K -$10.8K -333 -4%
MFA
307
Mayflower Financial Advisors
Massachusetts
$245K +$39K +1,209 +19%
AP
308
Americana Partners
Texas
$245K +$246K +7,625 New
RJT
309
Raymond James Trust
Florida
$242K +$243K +7,525 New
RA
310
RFG Advisory
Alabama
$239K -$78.5K -2,431 -25%
ACI
311
Alpha Cubed Investments
California
$231K -$3.1K -96 -1%
TCB
312
Texas Capital Bancshares
Texas
$230K +$14.3K +444 +7%
PFG
313
Peterson Financial Group
Iowa
$229K +$969 +30 +0.4%
UCFA
314
United Capital Financial Advisors
Texas
$228K -$114K -3,523 -33%
BRWA
315
B. Riley Wealth Advisors
Florida
$224K +$646 +20 +0.3%
NCG
316
Newport Capital Group
New Jersey
$221K +$222K +6,874 New
RIM
317
Rockbridge Investment Management
New York
$211K -$6.81K -211 -3%
B
318
Bridgeworth
Alabama
$210K +$4.26K +132 +2%
IWM
319
IHT Wealth Management
Illinois
$210K -$7.81K -242 -4%
IFWM
320
Institute for Wealth Management
Colorado
$205K -$1.23K -38 -0.6%
WMA
321
West Michigan Advisors
Michigan
$205K -$3.52K -109 -2%
LAM
322
LifePro Asset Management
California
$203K +$204K +6,320 New
WFAG
323
Wescott Financial Advisory Group
Pennsylvania
$203K -$4.65K -144 -2%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$202K +$47.8K +1,480 +31%
AIC
325
Archer Investment Corporation
Indiana
$197K -$9.75K -302 -5%

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.