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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
326
Integrated Advisors Network
Texas
$728K -$6.72K -203 -0.9%
BPA
327
Beacon Pointe Advisors
California
$727K
DTC
328
Davidson Trust Company
Washington
$704K +$2.71K +82 +0.4%
BCA
329
Bay Colony Advisors
Massachusetts
$690K -$23.4K -708 -3%
WA
330
Wealthstar Advisors
Texas
$685K +$693K +20,922 New
SAI
331
Savvy Advisors Inc
New York
$673K +$129K +3,911 +24%
Northern Trust
332
Northern Trust
Illinois
$667K
ACP
333
Aveo Capital Partners
Colorado
$664K +$671K +20,282 New
LPT
334
Legacy Private Trust
Wisconsin
$654K
Fidelity Investments
335
Fidelity Investments
Massachusetts
$646K +$138K +4,175 +27%
NA
336
Novus Advisors
South Carolina
$643K +$650K +19,629 New
AFP
337
Ausdal Financial Partners
Iowa
$643K -$4.12M -124,580 -86%
PIA
338
Perennial Investment Advisors
California
$635K -$155K -4,684 -19%
NB
339
NBT Bank
New York
$624K
CWA
340
Consilium Wealth Advisory
Texas
$620K +$626K +18,913 New
CFGS
341
Concourse Financial Group Securities
Alabama
$614K +$49.3K +1,490 +9%
FWM
342
Forza Wealth Management
Florida
$606K
AFAS
343
Acorn Financial Advisory Services
Virginia
$588K +$69K +2,085 +13%
MWM
344
MGB Wealth Management
Texas
$570K
HI
345
Horizon Investments
North Carolina
$552K -$14.1K -426 -2%
GI
346
Gradient Investments
Minnesota
$545K -$18.2K -551 -3%
FFM
347
Flagstone Financial Management
Nebraska
$539K -$124K -3,738 -19%
WP
348
WealthShield Partners
North Carolina
$538K +$41.2K +1,244 +8%
APW
349
Austin Private Wealth
Texas
$531K +$536K +16,203 New
AWA
350
Acorn Wealth Advisors
Michigan
$531K +$24.5K +739 +5%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.