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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
Betterment LLC
351
Betterment LLC
New York
$285K -$63.7K -1,954 -18%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$284K +$284K +8,692 New
AIM
353
Acropolis Investment Management
Missouri
$282K
SW
354
SlateStone Wealth
Florida
$264K
CIAS
355
Capital Investment Advisory Services
North Carolina
$257K -$7.37K -226 -3%
MHB
356
Midwest Heritage Bank
Iowa
$255K -$90.3K -2,767 -26%
SFC
357
Strategic Financial Concepts
Texas
$248K +$247K +7,575 New
RJT
358
Raymond James Trust
Florida
$246K
C1AG
359
Client 1st Advisory Group
Florida
$245K -$29.5K -904 -11%
CF
360
Centaurus Financial
California
$243K -$80.2K -2,458 -25%
UCFA
361
United Capital Financial Advisors
Texas
$242K +$23K +705 +11%
SC
362
Scotia Capital
Ontario, Canada
$241K +$241K +7,383 New
CWM
363
Connecticut Wealth Management
Connecticut
$240K -$167K -5,120 -41%
ACI
364
Alpha Cubed Investments
California
$239K -$23.2K -711 -9%
PBF
365
Petix & Botte Financial
California
$238K +$238K +7,296 New
CFG
366
Cooper Financial Group
California
$231K +$231K +7,068 New
NG
367
Norden Group
Utah
$231K +$230K +7,063 New
SFA
368
Sequoia Financial Advisors
Ohio
$229K +$8.03K +246 +4%
BFG
369
Berger Financial Group
Minnesota
$228K +$228K +6,978 New
CAG
370
Crestwood Advisors Group
Massachusetts
$222K
AA
371
Argent Advisors
Louisiana
$222K
M1FG
372
Mach-1 Financial Group
Arkansas
$220K +$220K +6,731 New
MWM
373
MGB Wealth Management
Texas
$220K
FWM
374
Fonville Wealth Management
Virginia
$216K
D
375
Diversified
Delaware
$215K +$214K +6,573 New

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.