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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

483 hedge funds and large institutions have $6.82B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+30
Holders Change %
+6.62%
% of All Funds
7%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
77
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$4K

Top Buyers

1
LPL Financial
LPL Financial
California
$959M
2
GIM
GE Investment Management
Connecticut
$517M
3
Wells Fargo
Wells Fargo
California
$278M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$125M
5
AssetMark Inc
AssetMark Inc
California
$99.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.9M
2
FGAM
Financial Gravity Asset Management
Texas
$26.6M
3
Morgan Stanley
Morgan Stanley
New York
$91.9M
4
Jane Street
Jane Street
New York
$0
5
RA
RFG Advisory
Alabama
$356K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
351
Betterment LLC
New York
$285K -$63.9K -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 -$7.39K -226 -3%
MHB
356
Midwest Heritage Bank
Iowa
$255K -$90.5K -2,767 -26%
SFC
357
Strategic Financial Concepts
Texas
$248K +$248K +7,575 New
RJT
358
Raymond James Trust
Florida
$246K – – –
C1AG
359
Client 1st Advisory Group
Florida
$245K -$29.6K -904 -11%
CF
360
Centaurus Financial
California
$243K -$80.4K -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 +$231K +7,063 New
SFA
368
Sequoia Financial Advisors
Ohio
$229K +$8.04K +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 +$215K +6,573 New
13 14
15
16 17