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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
CCMG
376
Clark Capital Management Group
Pennsylvania
-$14.4M -420,961 Closed
HI
377
Horizon Investments
North Carolina
-$13.9M -408,020 Closed
WF
378
Wayfinding Financial
Washington
-$10.9M -331,293 Closed
PI
379
PFS Investments
Georgia
-$9.28M -271,873 Closed
HF
380
HRT Financial
New York
-$5.28M -154,624 Closed
BCM
381
Beaumont Capital Management
Massachusetts
-$2.91M -85,186 Closed
5L
382
55I LLC
Massachusetts
-$2.49M -72,924 Closed
AWA
383
Arete Wealth Advisors
Illinois
-$2.26M -66,052 Closed
AWM
384
Axxcess Wealth Management
California
-$1.6M -46,968 Closed
MOS
385
MGO One Seven
Ohio
-$1.08M -31,786 Closed
LMGAM
386
Liberty Mutual Group Asset Management
Massachusetts
-$741K -21,710 Closed
BPA
387
Beacon Pointe Advisors
California
-$515K -15,084 Closed
WP
388
WealthSource Partners
California
-$478K -13,999 Closed
Qube Research & Technologies (QRT)
389
Qube Research & Technologies (QRT)
United Kingdom
-$445K -13,019 Closed
TFA
390
Tranquilli Financial Advisor
New Jersey
-$434K -12,702 Closed
MWC
391
MBM Wealth Consultants
Missouri
-$338K -9,912 Closed
GGI
392
Godsey & Gibb Inc
Virginia
-$290K -8,485 Closed
WI
393
WBI Investments
New Jersey
-$281K -8,347 Closed
JWCA
394
J.W. Cole Advisors
Florida
-$284K -8,327 Closed
LNC
395
Lincoln National Corp
Pennsylvania
-$278K -8,136 Closed
I2I
396
Insight 2811 Inc
Illinois
-$264K -7,727 Closed
CAG
397
Csenge Advisory Group
Florida
-$248K -7,274 Closed
MA
398
Mutual Advisors
Nebraska
-$248K -7,253 Closed
CCA
399
Catalyst Capital Advisors
New York
-$242K -7,100 Closed
TCM
400
Teza Capital Management
Illinois
-$242K -7,100 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.