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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
HCM
426
Hollencrest Capital Management
California
$30.2K
TAM
427
Tucker Asset Management
Colorado
$28.6K +$5.22K +160 +22%
HR
428
Howe & Rusling
New York
$27.5K +$27.4K +840 New
PO
429
Private Ocean
California
$26.2K
PA
430
Parallel Advisors
California
$25.9K -$26.1K -800 -50%
AWM
431
Aspire Wealth Management
Massachusetts
$24.4K +$12.8K +393 +111%
CP
432
Castleview Partners
Texas
$23.4K
AIP
433
Ameritas Investment Partners
Nebraska
$22.2K
FFL
434
Financial Freedom LLC
Ohio
$21.8K +$130 +4 +0.6%
PA
435
Pineridge Advisors
Missouri
$21.5K
RIA
436
Realta Investment Advisors
Delaware
$21.4K +$21.4K +655 New
Citigroup
437
Citigroup
New York
$19.7K
PMFA
438
Plante Moran Financial Advisors
Michigan
$17.5K +$17.4K +534 New
GEA
439
Glen Eagle Advisors
New Jersey
$17.2K -$10.8K -330 -39%
BSB
440
Bangor Savings Bank
Maine
$17K
CTA
441
Colonial Trust Advisors
South Carolina
$16.9K +$16.9K +518 New
PA
442
PSI Advisors
Florida
$16.8K +$11.5K +353 +221%
S
443
Sachetta
Massachusetts
$15.9K
BA
444
Ballast Advisors
Minnesota
$15.9K +$9.98K +306 +170%
AF
445
Advisornet Financial
Minnesota
$14.5K
FCT
446
Family Capital Trust
Massachusetts
$12.2K
FHA
447
First Horizon Advisors
Tennessee
$11.4K -$6.46K -198 -36%
CTC
448
Central Trust Company
Missouri
$10.1K +$10.1K +309 New
CFFP
449
Center for Financial Planning
Michigan
$8.47K
FFWM
450
Future Financial Wealth Management
Ohio
$8.3K +$8.29K +254 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.