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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
KM
401
Kalos Management
Georgia
$2.22K
US Bancorp
402
US Bancorp
Minnesota
$1.73K -$2K -62 -53%
WP
403
WealthPLAN Partners
Nebraska
$1.35K -$4.81K -149 -78%
KFI
404
Key Financial Inc
Pennsylvania
$1.35K
LWA
405
Lowe Wealth Advisors
Maryland
$1.32K
IRC
406
Investors Research Corp
Georgia
$1.22K
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$1.19K
EWM
408
Endurance Wealth Management
Rhode Island
$1K
CA
409
Crewe Advisors
Utah
$611 +$613 +19 New
AssetMark Inc
410
AssetMark Inc
California
$578 -$9.7M -300,267 -100%
NFSG
411
Newbridge Financial Services Group
Florida
$499 +$32 +1 +7%
CWP
412
Concord Wealth Partners
Virginia
$332
DWMG
413
DB Wealth Management Group
California
$128
AA
414
Addison Advisors
Vermont
$97 -$161 -5 -63%
SVCP
415
Silicon Valley Capital Partners
California
$13 -$2.2K -68 Closed
MFT
416
Moisand Fitzgerald Tamayo
Florida
$5
Renaissance Technologies
417
Renaissance Technologies
New York
-$11.4M -351,839 Closed
WEG
418
World Equity Group
Illinois
-$1.91M -231,522 Closed
TSS
419
Two Sigma Securities
New York
-$4.84M -149,010 Closed
Deutsche Bank
420
Deutsche Bank
Germany
-$2.73M -83,900 Closed
PC
421
Pecaut & Co
Iowa
-$2.13M -65,485 Closed
RWA
422
Redhawk Wealth Advisors
Minnesota
-$1.7M -52,362 Closed
DI
423
DFPG Investments
Utah
-$918K -28,259 Closed
GFS
424
GYL Financial Synergies
Connecticut
-$647K -19,924 Closed
Verition Fund Management
425
Verition Fund Management
Connecticut
-$546K -16,794 Closed

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.