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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Connecticut Wealth Management
Connecticut
$290K +$290K +9,219 New
BIA
302
BHK Investment Advisors
Alabama
$283K -$62.9K -2,000 -18%
FFA
303
Farther Finance Advisors
California
$279K +$258K +8,193 +1,201%
Millennium Management
304
Millennium Management
New York
$279K -$200K -6,371 -42%
1CM
305
1492 Capital Management
Wisconsin
$279K +$11.5K +365 +4%
C1AG
306
Client 1st Advisory Group
Florida
$277K -$187K -5,931 -40%
CPIA
307
Cornell Pochily Investment Advisors
New York
$274K +$274K +8,719 New
CF
308
Centaurus Financial
California
$274K -$1.83K -58 -0.7%
IC
309
IEQ Capital
California
$266K +$1.35K +43 +0.5%
AIM
310
Acropolis Investment Management
Missouri
$256K – – –
CIAS
311
Capital Investment Advisory Services
North Carolina
$255K -$26.2K -832 -9%
SW
312
SlateStone Wealth
Florida
$254K – – –
RWM
313
Revisor Wealth Management
Ohio
$254K -$46K -1,464 -15%
BCG
314
Breakwater Capital Group
New Jersey
$253K +$253K +8,092 New
CAG
315
Crestwood Advisors Group
Massachusetts
$245K -$150K -4,775 -38%
RJT
316
Raymond James Trust
Florida
$237K – – –
RA
317
RFG Advisory
Alabama
$234K +$94 +3 +0%
PFG
318
Peterson Financial Group
Iowa
$228K +$3.68K +117 +2%
LCGC
319
Legacy Capital Group California
California
$227K +$227K +7,211 New
ACI
320
Alpha Cubed Investments
California
$226K – – –
UCFA
321
United Capital Financial Advisors
Texas
$225K +$1.51K +48 +0.7%
NCG
322
Newport Capital Group
New Jersey
$216K – – –
EH
323
Equitable Holdings
New York
$216K -$152K -4,846 -41%
FHA
324
First Horizon Advisors
Tennessee
$214K +$202K +6,436 +1,813%
B
325
Bridgeworth
Alabama
$212K +$7.05K +224 +3%
11 12
13
14 15