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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$514K -$2.56K -77 -0.5%
WP
327
WealthShield Partners
North Carolina
$512K +$26.7K +802 +6%
OWP
328
Obermeyer Wealth Partners
Colorado
$504K
Baird Financial Group
329
Baird Financial Group
Wisconsin
$494K +$19.6K +591 +4%
FFS
330
Founders Financial Securities
Maryland
$492K +$2.33K +70 +0.5%
BWP
331
Balboa Wealth Partners
Arizona
$480K +$37.8K +1,137 +9%
ACM
332
Absolute Capital Management
Pennsylvania
$473K +$7.71K +232 +2%
VA
333
Valmark Advisers
Ohio
$471K +$465K +13,978 New
AWM
334
Avior Wealth Management
Nebraska
$434K -$266 -8 -0.1%
AWAP
335
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$426K -$598 -18 -0.1%
WWA
336
WCG Wealth Advisors
Nevada
$401K +$396K +11,906 New
GIM
337
GE Investment Management
Connecticut
$391K -$729K -21,945 -65%
TA
338
TFB Advisors
Kansas
$390K +$8.57K +258 +2%
PWMG
339
Private Wealth Management Group
New Jersey
$377K +$148K +4,459 +66%
MWM
340
Modern Wealth Management
Kansas
$368K +$363K +10,917 New
RCM
341
Raleigh Capital Management
North Carolina
$362K -$275K -8,261 -43%
CCB
342
Country Club Bank
Missouri
$360K -$41.4K -1,247 -10%
CFP
343
Cypress Financial Planning
New Jersey
$359K -$81.1K -2,439 -19%
EA
344
Eclectic Associates
California
$354K +$1.66K +50 +0.5%
EWM
345
Executive Wealth Management
Michigan
$352K -$26.3K -792 -7%
DC
346
Destiny Capital
Colorado
$351K -$12.1K -365 -3%
PP
347
PDS Planning
Ohio
$341K +$29.5K +888 +10%
1IA
348
1834 Investment Advisors
Wisconsin
$336K +$5.58K +168 +2%
RIM
349
Redwood Investment Management
Arizona
$329K -$1.23K -37 -0.4%
CIAS
350
Capital Investment Advisory Services
North Carolina
$319K +$53.8K +1,618 +21%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.