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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

554 hedge funds and large institutions have $7.97B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 243 increasing their positions, 179 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.53%
Holding in Top 10
56
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.7%
% of All Funds
0.76%
New
62
Increased
243
Reduced
179
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.4B
2
WA
Waverly Advisors
Alabama
$130M
3
Raymond James Financial
Raymond James Financial
Florida
$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.2M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$167M

Top Sellers

1
JFG
Jefferies Financial Group
New York
$0
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$43M
3
MWM
Mission Wealth Management
California
$17.7M
4
Charles Schwab
Charles Schwab
California
$1.39B
5
CM
Castleark Management
Illinois
$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
376
Modern Wealth Management
Kansas
$362K -$93.4K -2,810 -21%
Pathstone Holdings
377
Pathstone Holdings
New Jersey
$358K +$358K +10,768 New
PWMG
378
Private Wealth Management Group
New Jersey
$349K +$665 +20 +0.2%
1IA
379
1834 Investment Advisors
Wisconsin
$345K +$698 +21 +0.2%
CFP
380
Cypress Financial Planning
New Jersey
$344K -$11.4K -343 -3%
NA
381
Novus Advisors
South Carolina
$340K -$313K -9,411 -48%
SC
382
Scotia Capital
Ontario, Canada
$332K +$28K +841 +9%
PP
383
PDS Planning
Ohio
$330K +$598 +18 +0.2%
FPGK
384
Financial Partners Group (Kansas)
Kansas
$329K +$329K +9,891 New
GFPC
385
Global Financial Private Client
Florida
$326K +$39K +1,174 +14%
OIA
386
OneDigital Investment Advisors
Kansas
$323K -$57.8K -1,739 -15%
SW
387
Simplicity Wealth
New Jersey
$322K +$322K +9,693 New
CFD
388
Creative Financial Designs
Indiana
$320K +$33.2K +998 +12%
SWTS
389
Stonehaven Wealth & Tax Solutions
Wisconsin
$318K -$58.7K -1,766 -16%
RFS
390
Richardson Financial Services
Massachusetts
$317K -$101K -3,045 -24%
LI
391
LVZ Inc
Michigan
$314K +$314K +9,452 New
SFA
392
Sequoia Financial Advisors
Ohio
$312K -$61.1K -1,839 -16%
1CM
393
1492 Capital Management
Wisconsin
$306K -$56.7K -1,706 -16%
KCM
394
Kathmere Capital Management
Pennsylvania
$305K +$305K +9,188 New
WI
395
WBI Investments
New Jersey
$304K +$304K +9,131 New
JCM
396
Jacobi Capital Management
Pennsylvania
$302K -$520K -15,631 -63%
AIM
397
Acropolis Investment Management
Missouri
$300K – – –
MHR
398
Matthew Hamilton Rosenberg
$299K +$73.4K +2,207 +32%
BIA
399
BHK Investment Advisors
Alabama
$299K – – –
WCP
400
Wick Capital Partners
Pennsylvania
$295K – – –
14 15
16
17 18