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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
376
Penobscot Investment Management
Massachusetts
$213K -$52.2K -1,600 -20%
WMA
377
West Michigan Advisors
Michigan
$213K -$22.1K -679 -9%
CF
378
Cantor Fitzgerald
New York
$213K
PWMG
379
Private Wealth Management Group
New Jersey
$211K +$208K +6,371 +7,865%
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$204K +$205K +6,282 New
WC
381
Waterloo Capital
Texas
$204K +$203K +6,227 New
JCM
382
Jacobi Capital Management
Pennsylvania
$201K -$647K -19,839 -76%
AIC
383
Archer Investment Corporation
Indiana
$201K
WFAG
384
Wescott Financial Advisory Group
Pennsylvania
$200K +$33 +1 +0%
CFD
385
Creative Financial Designs
Indiana
$197K -$9.95K -305 -5%
EWA
386
EverSource Wealth Advisors
Alabama
$192K -$7.41K -227 -4%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$180K
CT
388
Cambridge Trust
Massachusetts
$178K
HCP
389
Hexagon Capital Partners
Arkansas
$147K +$51.1K +1,568 +54%
GFPC
390
Global Financial Private Client
Florida
$144K +$90.4K +2,770 +167%
NP
391
NorthRock Partners
Minnesota
$143K +$105K +3,228 +284%
YDMI
392
Y.D. More Investments
Israel
$134K +$32.1K +985 +32%
OSNBOA
393
Old Second National Bank of Aurora
Illinois
$127K +$1.11K +34 +0.9%
BCP
394
Blue Chip Partners
Michigan
$108K -$110K -3,361 -50%
HIIFS
395
Harel Insurance Investments & Financial Services
Israel
$101K
AFS
396
Annapolis Financial Services
Maryland
$96.8K
TRCT
397
Tower Research Capital (TRC)
New York
$96.1K +$92.7K +2,843 +2,901%
Barclays
398
Barclays
United Kingdom
$89.4K
CA
399
CoreCap Advisors
Michigan
$87.6K +$87.5K +2,681 New
KFP
400
Keener Financial Planning
Texas
$87K -$5.81K -178 -6%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.