We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$6K +$6.15K +186 New
FGAM
352
Financial Gravity Asset Management
Texas
$5.95K +$3.18M +96,294 +111%
CWAF
353
Core Wealth Advisors (Florida)
Florida
$5K +$5.29K +160 New
BW
354
Bison Wealth
Georgia
$4K
AIA
355
Arcadia Investment Advisors
Idaho
$3.46K
SWM
356
Spire Wealth Management
Virginia
$3K -$21.5K -651 -87%
TRCT
357
Tower Research Capital (TRC)
New York
$3K -$33 -1 -1%
FRA
358
Front Row Advisors
California
$3K
IF
359
Integrity Financial
Wyoming
$3K
SSB
360
Sandy Spring Bank
Maryland
$2K -$959 -29 -31%
S
361
SignatureFD
Georgia
$2K +$1.52K +46 New
CA
362
Clearstead Advisors
Ohio
$2K +$2.15K +65 New
HFS
363
Heritage Financial Services
Massachusetts
$2K +$2.21K +67 New
NL
364
NVWM LLC
Pennsylvania
$2K +$2.48K +75 New
AssetMark Inc
365
AssetMark Inc
California
$1K -$20K -604 -94%
IRC
366
Investors Research Corp
Georgia
$1K
KFI
367
Key Financial Inc
Pennsylvania
$1K
LFG
368
Larson Financial Group
Missouri
$1K
LWA
369
Lowe Wealth Advisors
Maryland
$1K
PA
370
PSI Advisors
Florida
$1K
TCWA
371
Ten Capital Wealth Advisors
Washington
$1K
TFA
372
Transamerica Financial Advisors
Florida
$1K +$661 +20 +250%
LWP
373
Lumature Wealth Partners
Georgia
$1K +$1.49K +45 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$153
Goldman Sachs
375
Goldman Sachs
New York
-$21.3M -624,366 Closed

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.