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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
HGERS
326
Householder Group Estate & Retirement Specialist
Arizona
$331K -$46.3K -1,457 -13%
CF
327
Centaurus Financial
California
$325K +$37.6K +1,183 +14%
MCM
328
Mainstay Capital Management
Michigan
$320K -$922 -29 -0.3%
AA
329
Advisory Alpha
Michigan
$315K +$304K +9,581 New
EA
330
Eclectic Associates
California
$314K -$1.52K -48 -0.5%
TCB
331
Texas Capital Bancshares
Texas
$313K +$303K +9,541 New
1CM
332
1492 Capital Management
Wisconsin
$306K +$14.6K +460 +5%
1IA
333
1834 Investment Advisors
Wisconsin
$304K
PP
334
PDS Planning
Ohio
$303K -$1.22M -38,524 -81%
BCA
335
Bay Colony Advisors
Massachusetts
$300K +$291K +9,145 New
BIA
336
BHK Investment Advisors
Alabama
$295K
FPCP
337
Fort Point Capital Partners
California
$285K -$51K -1,605 -16%
AIM
338
Acropolis Investment Management
Missouri
$283K +$14.9K +470 +6%
C1AG
339
Client 1st Advisory Group
Florida
$276K -$12.7K -401 -5%
PIM
340
Penobscot Investment Management
Massachusetts
$267K +$258K +8,120 New
CIAS
341
Capital Investment Advisory Services
North Carolina
$265K -$1.05K -33 -0.4%
SW
342
SlateStone Wealth
Florida
$265K
ACI
343
Alpha Cubed Investments
California
$263K +$26.8K +842 +12%
EH
344
Equitable Holdings
New York
$261K +$34.3K +1,078 +16%
EMAM
345
Encompass More Asset Management
California
$258K +$250K +7,861 New
RJT
346
Raymond James Trust
Florida
$247K
PFG
347
Peterson Financial Group
Iowa
$241K +$3.15K +99 +1%
AFG
348
Albion Financial Group
Utah
$241K +$233K +7,338 New
WMA
349
West Michigan Advisors
Michigan
$236K +$23.9K +751 +12%
CAG
350
Crestwood Advisors Group
Massachusetts
$223K -$31.6K -995 -13%

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.