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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
326
BCK Partners
New York
$356K -$132K -4,056 -27%
RA
327
RFG Advisory
Alabama
$356K -$41M -1,257,441 -99%
Fidelity Investments
328
Fidelity Investments
Massachusetts
$355K +$239K +7,320 +207%
HGERS
329
Householder Group Estate & Retirement Specialist
Arizona
$353K +$22.3K +685 +7%
AFG
330
Atomi Financial Group
New York
$349K +$348K +10,677 New
TA
331
TFB Advisors
Kansas
$349K +$354K +10,867 New
GVAG
332
Great Valley Advisor Group
Delaware
$348K +$348K +10,665 New
PFM
333
Phillips Financial Management
Indiana
$343K +$1.17K +36 +0.3%
BCA
334
Bay Colony Advisors
Massachusetts
$339K +$39.6K +1,213 +13%
HIC
335
Hartline Investment Corp
Illinois
$339K +$338K +10,358 New
LAM
336
LifePro Asset Management
California
$338K -$46.9K -1,439 -12%
1CM
337
1492 Capital Management
Wisconsin
$324K +$18.6K +571 +6%
CFS
338
Coordinated Financial Services
Colorado
$323K +$322K +9,879 New
RIM
339
Redwood Investment Management
Arizona
$321K +$320K +9,807 New
EA
340
Eclectic Associates
California
$315K +$2.9K +89 +0.9%
FPAS
341
Focus Partners Advisor Solutions
Missouri
$312K -$4.3M -131,926 -93%
LFA
342
LGT Financial Advisors
Texas
$310K -$27.8K -853 -8%
MCM
343
Mainstay Capital Management
Michigan
$306K -$12.5K -383 -4%
1IA
344
1834 Investment Advisors
Wisconsin
$303K
PP
345
PDS Planning
Ohio
$302K +$228 +7 +0.1%
DWM
346
Drive Wealth Management
Utah
$296K -$94.5K -2,898 -24%
WP
347
WealthShield Partners
North Carolina
$296K +$295K +9,045 New
BIA
348
BHK Investment Advisors
Alabama
$294K
BAM
349
Belpointe Asset Management
Nevada
$294K +$293K +8,989 New
AWM
350
Avior Wealth Management
Nebraska
$291K -$87.6K -2,685 -23%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.