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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
376
Richardson Financial Services
Massachusetts
$412K +$250K +7,545 +150%
BWMG
377
Barnes Wealth Management Group
California
$406K +$410K +12,392 New
AF
378
Amara Financial
California
$392K -$245K -7,395 -38%
RIA
379
Realta Investment Advisors
Delaware
$383K +$366K +11,069 +1,740%
OWA
380
Outlook Wealth Advisors
Texas
$382K +$386K +11,663 New
GIM
381
GE Investment Management
Connecticut
$380K
OIA
382
OneDigital Investment Advisors
Kansas
$376K -$190K -5,732 -33%
SWTS
383
Stonehaven Wealth & Tax Solutions
Wisconsin
$372K +$375K +11,342 New
SFA
384
Sequoia Financial Advisors
Ohio
$368K +$73.4K +2,218 +25%
PA
385
Probity Advisors
Texas
$361K -$392K -11,840 -52%
1CM
386
1492 Capital Management
Wisconsin
$357K +$61.5K +1,857 +21%
CFP
387
Cypress Financial Planning
New Jersey
$350K +$1.19K +36 +0.3%
CAG
388
Csenge Advisory Group
Florida
$349K +$148K +4,475 +72%
DC
389
Destiny Capital
Colorado
$348K
C1AG
390
Client 1st Advisory Group
Florida
$346K +$133K +4,021 +62%
PWMG
391
Private Wealth Management Group
New Jersey
$344K -$22.7K -687 -6%
SF
392
Synovus Financial
Georgia
$343K -$588K -17,753 -63%
ARC
393
Advisor Resource Council
Texas
$341K +$344K +10,404 New
1IA
394
1834 Investment Advisors
Wisconsin
$339K +$13.1K +395 +4%
IWM
395
Iams Wealth Management
Nebraska
$337K +$340K +10,274 New
PP
396
PDS Planning
Ohio
$324K -$7.32K -221 -2%
RIM
397
Redwood Investment Management
Arizona
$322K +$2.68K +81 +0.8%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$310K +$2.78K +84 +0.9%
KFS
399
Kelly Financial Services
Massachusetts
$306K +$309K +9,336 New
NPAN
400
Northeast Planning Associates NH
New Hampshire
$302K +$305K +9,204 New

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.