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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
401
Banque Cantonale Vaudoise
Switzerland
$187K +$1.79K +54 +1%
HCP
402
Hexagon Capital Partners
Arkansas
$177K +$9.94K +299 +6%
AIC
403
Archer Investment Corporation
Indiana
$174K -$1.86K -56 -1%
TSMHT
404
Thurston Springer Miller Herd & Titak
Indiana
$169K +$98.8K +2,972 +146%
RFS
405
Richardson Financial Services
Massachusetts
$166K +$63.6K +1,914 +61%
LFA
406
LGT Financial Advisors
Texas
$157K -$155K -4,674 -50%
PFG
407
Peterson Financial Group
Iowa
$155K +$153K +4,610 New
GFPC
408
Global Financial Private Client
Florida
$149K
YDMI
409
Y.D. More Investments
Israel
$137K +$121K +3,650 +913%
NS
410
NBC Securities
Alabama
$122K +$22K +663 +22%
OSNBOA
411
Old Second National Bank of Aurora
Illinois
$116K -$1.53K -46 -1%
GM
412
GeoWealth Management
Illinois
$116K -$5.58K -168 -5%
HIIFS
413
Harel Insurance Investments & Financial Services
Israel
$104K
AFS
414
Annapolis Financial Services
Maryland
$99.8K
Barclays
415
Barclays
United Kingdom
$92.2K
WCM
416
Winthrop Capital Management
Indiana
$90K
IHWM
417
Iron Horse Wealth Management
Iowa
$81.8K
CA
418
CoreCap Advisors
Michigan
$75.2K +$15.1K +453 +25%
CPG
419
Cornerstone Planning Group
New Jersey
$73.6K -$827K -24,890 -92%
SS
420
Sunbelt Securities
Texas
$70.9K
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68.3K +$24.9K +749 +57%
NP
422
NorthRock Partners
Minnesota
$67.9K -$8.51K -256 -11%
CA
423
Clearstead Advisors
Ohio
$65.5K
Bank of Montreal
424
Bank of Montreal
Ontario, Canada
$64.2K +$20.2K +607 +47%
LFG
425
Larson Financial Group
Missouri
$63.9K

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.