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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Acorn Wealth Advisors
Michigan
$472K +$826 +26 +0.2%
ACM
302
Absolute Capital Management
Pennsylvania
$472K +$457K +14,367 New
CCB
303
Country Club Bank
Missouri
$469K -$532K -16,735 -54%
LL
304
LWMG LLC
Minnesota
$447K -$22.6K -712 -5%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$447K
CS
306
Credit Suisse
Switzerland
$446K
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$437K -$262K -8,255 -38%
LNC
308
Lincoln National Corp
Pennsylvania
$423K +$1.37K +43 +0.3%
AWAP
309
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$419K +$1.84K +58 +0.5%
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$418K -$3.18K -100 -0.8%
CWM
311
Connecticut Wealth Management
Connecticut
$409K +$103K +3,241 +35%
DWM
312
Drive Wealth Management
Utah
$392K -$119K -3,732 -24%
IGWM
313
ICA Group Wealth Management
Colorado
$390K -$14.3K -450 -4%
LAM
314
LifePro Asset Management
California
$387K +$6.74K +212 +2%
AWM
315
Avior Wealth Management
Nebraska
$380K -$495K -15,580 -57%
PWCM
316
Processus Wealth & Capital Management
Tennessee
$372K +$360K +11,333 New
PIA
317
Perennial Investment Advisors
California
$370K -$928K -29,189 -72%
SAG
318
SageView Advisory Group
California
$365K -$346K -10,874 Closed
DC
319
Destiny Capital
Colorado
$361K +$350K +11,001 New
Betterment LLC
320
Betterment LLC
New York
$350K -$25.5K -803 -7%
MHB
321
Midwest Heritage Bank
Iowa
$347K
PFM
322
Phillips Financial Management
Indiana
$344K -$2.67K -84 -0.8%
LFA
323
LGT Financial Advisors
Texas
$339K -$14.7K -462 -4%
VCM
324
Virtue Capital Management
Tennessee
$334K +$326K +10,263 New
IWC
325
Integrated Wealth Concepts
Massachusetts
$331K -$39.1K -1,230 -11%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.