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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
HWM
326
HighMark Wealth Management
Minnesota
$18K +$794 +24 +5%
GEA
327
Glen Eagle Advisors
New Jersey
$17.7K +$1.32K +40 +8%
GAG
328
Goodman Advisory Group
Massachusetts
$17K -$1.67M -50,435 -99%
BSB
329
Bangor Savings Bank
Maine
$17K +$17.2K +519 New
SWM
330
SeaCrest Wealth Management
New York
$17K +$17.4K +527 New
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$15K
ACA
332
Atlas Capital Advisors
Wyoming
$14.9K +$15.1K +456 New
ZIG
333
Zullo Investment Group
Pennsylvania
$12K +$298 +9 +3%
CHA
334
Carmichael Hill & Associates
Maryland
$11K -$7.24K -219 -39%
LFA
335
Level Financial Advisors
New York
$11K +$10.8K +326 New
US Bancorp
336
US Bancorp
Minnesota
$10K -$1.62M -48,983 -99%
AIP
337
Ameritas Investment Partners
Nebraska
$10K
FPS
338
Fieldpoint Private Securities
Connecticut
$10K
TFP
339
Tilia Fiduciary Partners
North Carolina
$10K +$66 +2 +0.7%
MW
340
Milestone Wealth
New York
$9K -$16.5K -500 -65%
BlackRock
341
BlackRock
New York
$9K -$5.19K -157 -35%
NIC
342
Northwest Investment Counselors
Oregon
$9K
APC
343
Aspire Private Capital
North Carolina
$8K -$9.85K -298 -55%
CFFP
344
Center for Financial Planning
Michigan
$8K
RG
345
Retirement Group
California
$8K
RWA
346
RGT Wealth Advisors
Texas
$8K +$8.43K +255 New
BFEC
347
Benjamin F. Edwards & Company
Missouri
$7K -$1.78K -54 -20%
GWANC
348
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K +$3.6K +109 +116%
AA
349
Ancora Advisors
Ohio
$6K +$1.89K +57 +41%
LPWM
350
Lake Point Wealth Management
Texas
$6K +$2.02K +61 +52%

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.