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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
CFD
376
Creative Financial Designs
Indiana
$252K +$29.2K +878 +13%
SC
377
Savant Capital
Illinois
$249K +$10.3K +310 +4%
MF
378
Meridian Financial
Massachusetts
$238K +$234K +7,050 New
FAP
379
Financial Advisory Partners
Florida
$237K +$23.9K +720 +11%
CF
380
Centaurus Financial
California
$236K +$47.3K +1,422 +25%
BFG
381
Berger Financial Group
Minnesota
$235K
T
382
Tidemark
California
$231K -$34.1K -1,025 -13%
AA
383
Argent Advisors
Louisiana
$229K
PIM
384
Penobscot Investment Management
Massachusetts
$228K +$3.32K +100 +1%
MW
385
Maia Wealth
Colorado
$226K -$9.3K -280 -4%
USCWA
386
U.S. Capital Wealth Advisors
Texas
$226K +$223K +6,703 New
PFM
387
Phillips Financial Management
Indiana
$226K -$19.2K -578 -8%
SCP
388
Stevens Capital Partners
Nebraska
$223K +$8.77K +264 +4%
FWM
389
Fonville Wealth Management
Virginia
$223K
D
390
Diversified
Delaware
$222K
DE
391
Diversified Enterprises
Delaware
$222K +$218K +6,573 New
CIS
392
Continental Investors Services
Washington
$221K +$218K +6,571 New
C1AG
393
Client 1st Advisory Group
Florida
$220K
WMA
394
West Michigan Advisors
Michigan
$218K +$3.89K +117 +2%
CT
395
Caldwell Trust
Florida
$214K
AAM
396
Ameraudi Asset Management
New York
$212K +$209K +6,284 New
WFAG
397
Wescott Financial Advisory Group
Pennsylvania
$206K +$204K +6,125 New
CAG
398
Csenge Advisory Group
Florida
$206K +$205K +6,177 New
IWM
399
IHT Wealth Management
Illinois
$201K +$199K +5,976 New
EWA
400
EverSource Wealth Advisors
Alabama
$201K -$27K -812 -12%

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.