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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
401
Hollencrest Capital Management
California
$30.4K -$25.9K -815 -47%
AWM
402
Able Wealth Management
New Jersey
$29.1K +$28.1K +885 New
PCWA
403
Pacific Capital Wealth Advisors
California
$28.9K +$28K +880 New
GEA
404
Glen Eagle Advisors
New Jersey
$28.1K
PO
405
Private Ocean
California
$26.3K
ACA
406
Aptus Capital Advisors
Alabama
$24.3K +$32 +1 +0.1%
CP
407
Castleview Partners
Texas
$23.5K
TAM
408
Tucker Asset Management
Colorado
$23.5K
AIP
409
Ameritas Investment Partners
Nebraska
$22.3K
FFL
410
Financial Freedom LLC
Ohio
$21.8K +$318 +10 +2%
PA
411
Pineridge Advisors
Missouri
$21.6K +$20.9K +658 New
HFS
412
Hantz Financial Services
Michigan
$21K
LPP
413
Life Planning Partners
Florida
$20.7K +$20K +630 New
HWM
414
HighMark Wealth Management
Minnesota
$20.1K +$286 +9 +1%
Citigroup
415
Citigroup
New York
$19.8K -$64 -2 -0.3%
FHA
416
First Horizon Advisors
Tennessee
$17.9K -$198K -6,245 -92%
RFS
417
Richardson Financial Services
Massachusetts
$17.2K +$16.7K +525 New
BSB
418
Bangor Savings Bank
Maine
$17K
S
419
Sachetta
Massachusetts
$15.9K +$15.4K +484 New
ACA
420
Atlas Capital Advisors
Wyoming
$15K
FFO
421
Fortitude Family Office
Arizona
$14.8K +$14.3K +450 New
AF
422
Advisornet Financial
Minnesota
$14.6K
FCT
423
Family Capital Trust
Massachusetts
$12.2K
AWM
424
Aspire Wealth Management
Massachusetts
$11.7K +$159 +5 +1%
CAS
425
Coppell Advisory Solutions
Texas
$9.78K -$1.14K -36 -11%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.