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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
376
Iron Horse Wealth Management
Iowa
$92.4K -$7.72K -243 -8%
Barclays
377
Barclays
United Kingdom
$89.8K
WCM
378
Winthrop Capital Management
Indiana
$87.4K +$84.6K +2,663 New
WIA
379
Wetzel Investment Advisors
Indiana
$84K +$80.9K +2,545 New
EDRH
380
Edmond de Rothschild Holding
Switzerland
$79.7K
ODG
381
O'Dell Group
Ohio
$78.2K +$75.7K +2,383 New
FWP
382
FAS Wealth Partners
Kansas
$72.7K -$20.3K -639 -22%
AFWM
383
Abich Financial Wealth Management
Virginia
$69.5K +$67.3K +2,118 New
SS
384
Sunbelt Securities
Texas
$69K -$9.66K -304 -13%
NS
385
NBC Securities
Alabama
$65K +$23.2K +730 +58%
SIS
386
Sound Income Strategies
Florida
$60.3K +$35.3K +1,110 +153%
GFPC
387
Global Financial Private Client
Florida
$54.3K
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$54.2K +$159 +5 +0.3%
CIA
389
Cape Investment Advisory
Georgia
$53.4K
PA
390
Parallel Advisors
California
$52.3K +$25.4K +800 +101%
USB
391
Union Savings Bank
Connecticut
$52K -$77.1K -2,427 -61%
KFS
392
Kelly Financial Services
Massachusetts
$40.6K +$9.28K +292 +31%
HNB
393
Huntington National Bank
Ohio
$39.6K
MHR
394
Matthew Hamilton Rosenberg
$39.5K
BFEC
395
Benjamin F. Edwards & Company
Missouri
$38K +$37.2K +1,170 New
NP
396
NorthRock Partners
Minnesota
$37.4K +$36.2K +1,138 New
AIM
397
Anchor Investment Management
South Carolina
$36.8K
TVAMP
398
Tennessee Valley Asset Management Partners
Tennessee
$36.1K +$35K +1,101 New
TWC
399
TD Waterhouse Canada
Ontario, Canada
$35.7K +$34.8K +1,096 New
CSB
400
City State Bank
Iowa
$31K

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.