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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
CFB
426
Cullen/Frost Bankers
Texas
$8.86K -$70.3K -2,212 -89%
SL
427
Salomon & Ludwin
Virginia
$8.68K
CFFP
428
Center for Financial Planning
Michigan
$8.5K
RG
429
Retirement Group
California
$8.04K
TFGT
430
TS Financial Group (TSFG)
Illinois
$8K -$32 -1 -0.4%
SWM
431
Spire Wealth Management
Virginia
$7.93K +$7.72K +243 New
AEPWM
432
Atlantic Edge Private Wealth Management
Florida
$7.16K +$6.93K +218 New
VL
433
Vima LLC
Michigan
$6.76K +$6.55K +206 New
APC
434
Aspire Private Capital
North Carolina
$6.67K
WWM
435
Wolff Wiese Magana
California
$6.63K +$6.42K +202 New
WAG
436
Wiser Advisor Group
Arizona
$6.61K +$6.39K +201 New
PB
437
Pinnacle Bancorp
Nebraska
$6.3K
BA
438
Ballast Advisors
Minnesota
$5.91K +$5.72K +180 New
LFG
439
Larson Financial Group
Missouri
$5.35K
PA
440
PSI Advisors
Florida
$5.25K +$5.08K +160 New
NEAM
441
New England Asset Management
Connecticut
$4.92K
MSWM
442
McGlone Suttner Wealth Management
Wisconsin
$4.73K +$4.58K +144 New
EWM
443
EPG Wealth Management
Georgia
$4.51K +$64 +2 +1%
RCM
444
Raleigh Capital Management
North Carolina
$3.59K -$2.86K -90 -45%
TRCT
445
Tower Research Capital (TRC)
New York
$3.22K
IF
446
Integrity Financial
Wyoming
$3.12K
ITIM
447
Indiana Trust & Investment Management
Indiana
$3.02K
PWMG
448
Private Wealth Management Group
New Jersey
$2.66K +$2.57K +81 New
PS
449
Planned Solutions
California
$1.64K +$1.59K +50 New
KFI
450
Key Financial Inc
Pennsylvania
$1.38K

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.