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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Congress Wealth Management
Massachusetts
-$238K -6,959 Closed
H
402
HoyleCohen
California
-$237K -6,949 Closed
Millennium Management
403
Millennium Management
New York
-$236K -6,918 Closed
BRC
404
Bell Rock Capital
Delaware
-$225K -6,685 Closed
BFA
405
Beaumont Financial Advisors
Massachusetts
-$228K -6,676 Closed
NFG
406
Nations Financial Group
Iowa
-$221K -6,463 Closed
BHTS
407
Bar Harbor Trust Services
Maine
-$206K -6,024 Closed
AL
408
ACAS LLC
California
-$203K -5,930 Closed
Sumitomo Mitsui Trust Group
409
Sumitomo Mitsui Trust Group
Japan
-$200K -5,864 Closed
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
-$159K -4,652 Closed
PAG
411
Paladin Advisory Group
Iowa
-$137K -4,148 Closed
SCA
412
Sandy Cove Advisors
Massachusetts
-$68K -2,000 Closed
FAG
413
Fortitude Advisory Group
Washington
-$61K -1,794 Closed
CAAS
414
Capital Asset Advisory Services
Michigan
-$48K -1,392 Closed
KFS
415
Kelly Financial Services
Massachusetts
-$44K -1,287 Closed
PFS
416
Prospera Financial Services
Texas
-$41K -1,206 Closed
SC
417
Solstein Capital
California
-$32K -928 Closed
OHWP
418
Oak Harbor Wealth Partners
North Carolina
-$20K -600 Closed
T
419
TCWP
Ohio
-$18K -539 Closed
GTAM
420
Global Trust Asset Management
Florida
-$13K -383 Closed
VCM
421
Vigilant Capital Management
Maine
-$6K -187 Closed
SBL
422
Sargent Bickham Lagudis
Colorado
-$6K -184 Closed
Barclays
423
Barclays
United Kingdom
-$6K -164 Closed
MAM
424
Meeder Asset Management
Ohio
-$5K -156 Closed
SW
425
SVB Wealth
Massachusetts
-$4K -144 Closed

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.