We are live on ! Find out more
SPIB icon

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
CFD
326
Creative Financial Designs
Indiana
$188K -$34.4K -1,065 -15%
CT
327
Cambridge Trust
Massachusetts
$175K -$86.3K -2,674 -33%
IWP
328
IAG Wealth Partners
Wisconsin
$166K +$167K +5,180 New
OSNBOA
329
Old Second National Bank of Aurora
Illinois
$154K +$89.9K +2,783 +139%
Fidelity Investments
330
Fidelity Investments
Massachusetts
$136K +$10.6K +329 +8%
USB
331
Union Savings Bank
Connecticut
$129K +$130K +4,011 New
IHWM
332
Iron Horse Wealth Management
Iowa
$122K -$135K -4,175 -52%
FWP
333
FAS Wealth Partners
Kansas
$121K -$81.6K -2,527 -40%
MHR
334
Matthew Hamilton Rosenberg
$98.5K -$1.65K -51 -2%
AFS
335
Annapolis Financial Services
Maryland
$95K
Barclays
336
Barclays
United Kingdom
$87.8K +$88.3K +2,735 New
HT
337
Headlands Technologies
Illinois
$82.1K +$82.5K +2,556 New
MIH
338
Meitav Investment House
Israel
$80.4K +$80.9K +2,505 New
CFB
339
Cullen/Frost Bankers
Texas
$79.7K
SS
340
Sunbelt Securities
Texas
$77.3K +$3.68K +114 +5%
ODG
341
O'Dell Group
Ohio
$76.5K +$76.9K +2,383 New
TAM
342
Tucker Asset Management
Colorado
$68.8K -$28.9K -896 -29%
YDMI
343
Y.D. More Investments
Israel
$67.4K +$48.4K +1,500 +250%
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$58.2K -$400K -12,390 -87%
IPW
345
Impact Partnership Wealth
Georgia
$57.1K +$57.4K +1,778 New
HCM
346
Hollencrest Capital Management
California
$55.9K
HIIFS
347
Harel Insurance Investments & Financial Services
Israel
$55K
GFPC
348
Global Financial Private Client
Florida
$52.9K
CIA
349
Cape Investment Advisory
Georgia
$52.5K +$47.5K +1,471 +897%
EDRH
350
Edmond de Rothschild Holding
Switzerland
$41.7K +$42K +1,300 New

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.