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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Winthrop Capital Management
Indiana
$87K
NS
402
NBC Securities
Alabama
$87K +$22.2K +680 +34%
WIA
403
Wetzel Investment Advisors
Indiana
$81.6K
IHWM
404
Iron Horse Wealth Management
Iowa
$81.1K -$10.9K -333 -12%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$73.2K +$73.1K +2,240 New
FWP
406
FAS Wealth Partners
Kansas
$69.4K -$2.9K -89 -4%
SS
407
Sunbelt Securities
Texas
$68.7K
AFWM
408
Abich Financial Wealth Management
Virginia
$66.3K -$2.97K -91 -4%
RFS
409
Richardson Financial Services
Massachusetts
$65.4K +$58.6K +1,795 +342%
S
410
SignatureFD
Georgia
$54.7K +$54.5K +1,672 New
BFEC
411
Benjamin F. Edwards & Company
Missouri
$54K +$15.7K +482 +41%
USB
412
Union Savings Bank
Connecticut
$48.8K -$3K -92 -6%
SIS
413
Sound Income Strategies
Florida
$46.9K -$13.1K -401 -22%
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$45.8K -$8.19K -251 -15%
CIA
415
Cape Investment Advisory
Georgia
$44.3K -$8.87K -272 -17%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.1K +$42.7K +1,310 New
KFS
417
Kelly Financial Services
Massachusetts
$40.8K +$294 +9 +0.7%
MHR
418
Matthew Hamilton Rosenberg
$39.1K
CSB
419
City State Bank
Iowa
$37K +$6.52K +200 +21%
EDRH
420
Edmond de Rothschild Holding
Switzerland
$36.9K -$42.4K -1,300 -54%
AIM
421
Anchor Investment Management
South Carolina
$36.6K
TWC
422
TD Waterhouse Canada
Ontario, Canada
$35.5K
ACA
423
Aptus Capital Advisors
Alabama
$35.5K +$11.3K +345 +47%
RF
424
Robinswood Financial
Washington
$33.1K +$33.3K +1,020 New
RP
425
Rice Partnership
Hawaii
$31.3K +$31.2K +956 New

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.