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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
351
LifePro Asset Management
California
$316K +$40.5K +1,219 +15%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$316K +$4.19K +126 +1%
CWP
353
Cyndeo Wealth Partners
Florida
$314K -$1.08M -32,527 -78%
VCP
354
Verus Capital Partners
Arizona
$307K +$1.96K +59 +0.7%
RPGK
355
Retirement Planning Group (Kansas)
Kansas
$306K +$302K +9,078 New
1CM
356
1492 Capital Management
Wisconsin
$305K
BTI
357
Blue Trust Inc
Georgia
$305K +$308K +9,255 +8,048%
SFA
358
Sequoia Financial Advisors
Ohio
$304K -$22K -663 -7%
BIA
359
BHK Investment Advisors
Alabama
$303K
BP
360
BCK Partners
New York
$300K -$66.2K -1,991 -18%
AIM
361
Acropolis Investment Management
Missouri
$295K +$4.32K +130 +2%
RA
362
RFG Advisory
Alabama
$292K -$10.8K -325 -4%
SC
363
Scotia Capital
Ontario, Canada
$291K -$4.09K -123 -1%
BS
364
Banco Santander
Spain
$288K
SW
365
SlateStone Wealth
Florida
$272K
WFA
366
WMG Financial Advisors
Tennessee
$272K +$268K +8,055 New
GVAG
367
Great Valley Advisor Group
Delaware
$268K -$30.7K -925 -10%
RWM
368
RKL Wealth Management
Pennsylvania
$264K +$260K +7,835 New
AG
369
Ascent Group
Virginia
$263K +$259K +7,804 New
ACI
370
Alpha Cubed Investments
California
$260K +$21.7K +654 +9%
WIA
371
World Investment Advisors
California
$258K +$255K +7,666 New
CFG
372
Cooper Financial Group
California
$258K +$3.56K +107 +1%
S4W
373
Solutions 4 Wealth
Texas
$255K +$831 +25 +0.3%
NG
374
Norden Group
Utah
$255K +$14.5K +437 +6%
OCM
375
Orion Capital Management
California
$253K +$249K +7,500 New

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.