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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
AA
351
Argent Advisors
Louisiana
$223K +$216K +6,800 New
SFA
352
Sequoia Financial Advisors
Ohio
$222K +$215K +6,758 New
MWM
353
MGB Wealth Management
Texas
$221K +$214K +6,720 New
B
354
Bridgeworth
Alabama
$221K -$1.14K -36 -0.5%
UCFA
355
United Capital Financial Advisors
Texas
$220K -$14.4K -454 -6%
BCP
356
Blue Chip Partners
Michigan
$219K -$289K -9,079 -58%
FWM
357
Fonville Wealth Management
Virginia
$217K +$210K +6,610 New
CF
358
Cantor Fitzgerald
New York
$214K -$31.7M -998,325 -99%
CFD
359
Creative Financial Designs
Indiana
$208K +$19.9K +625 +11%
NSB
360
Norway Savings Bank
Maine
$206K +$200K +6,280 New
EWA
361
EverSource Wealth Advisors
Alabama
$203K +$197K +6,195 New
AIC
362
Archer Investment Corporation
Indiana
$202K
WFAG
363
Wescott Financial Advisory Group
Pennsylvania
$201K +$194K +6,120 New
RIM
364
Rockbridge Investment Management
New York
$195K -$14.1K -444 -7%
BCV
365
Banque Cantonale Vaudoise
Switzerland
$181K -$24.5K -771 -12%
CT
366
Cambridge Trust
Massachusetts
$178K
FWM
367
Focused Wealth Management
New York
$163K -$193K -6,082 -55%
Franklin Resources
368
Franklin Resources
California
$153K +$2.38K +75 +2%
OSNBOA
369
Old Second National Bank of Aurora
Illinois
$127K +$2.67K +84 +2%
Fidelity Investments
370
Fidelity Investments
Massachusetts
$116K +$16.8K +530 +18%
YDMI
371
Y.D. More Investments
Israel
$101K +$99K +3,115 New
HIIFS
372
Harel Insurance Investments & Financial Services
Israel
$101K
AFS
373
Annapolis Financial Services
Maryland
$97.2K
HCP
374
Hexagon Capital Partners
Arkansas
$95.9K +$92.8K +2,920 New
KFP
375
Keener Financial Planning
Texas
$93K +$89.9K +2,829 New

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.