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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
376
Tompkins Financial
New York
$11.6K
FHA
377
First Horizon Advisors
Tennessee
$11.4K -$904 -28 -7%
AWM
378
Aspire Wealth Management
Massachusetts
$11.2K +$32 +1 +0.3%
NC
379
NewSquare Capital
Pennsylvania
$9.7K
CFFP
380
Center for Financial Planning
Michigan
$8.32K
TFGT
381
TS Financial Group (TSFG)
Illinois
$8K
CAS
382
Coppell Advisory Solutions
Texas
$7.88K +$7.94K +246 New
RG
383
Retirement Group
California
$7.87K
APC
384
Aspire Private Capital
North Carolina
$7.6K +$32 +1 +0.4%
FGAM
385
Financial Gravity Asset Management
Texas
$6.77K +$152K +4,702 +2%
RCM
386
Raleigh Capital Management
North Carolina
$6.39K +$6.43K +199 New
TCOV
387
Trust Company of Vermont
Vermont
$6.26K +$4.04K +125 +179%
FCAG
388
First Capital Advisors Group
New Jersey
$5.46K +$5.49K +170 New
LFG
389
Larson Financial Group
Missouri
$5.23K
AP
390
Arlington Partners
Alabama
$5.11K +$5.13K +159 New
TFP
391
Tilia Fiduciary Partners
North Carolina
$4.94K +$32 +1 +0.7%
NCM
392
Northwest Capital Management
Oregon
$4.5K +$4.52K +140 New
EWM
393
EPG Wealth Management
Georgia
$4.35K +$32 +1 +0.7%
EWP
394
Elevation Wealth Partners
California
$4.3K +$4.33K +134 New
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.31K +$3.33K +103 New
TRCT
396
Tower Research Capital (TRC)
New York
$3.15K
IF
397
Integrity Financial
Wyoming
$3.05K
FRA
398
Front Row Advisors
California
$3K
TFA
399
Transamerica Financial Advisors
Florida
$3K
IBOK
400
Independence Bank of Kentucky
Kentucky
$2.7K +$2.71K +84 New

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.