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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
426
MATAURO
New York
$250K +$252K +7,627 New
S4W
427
Solutions 4 Wealth
Texas
$250K +$1.79K +54 +0.7%
DE
428
Diversified Enterprises
Delaware
$238K +$22.9K +693 +11%
FAP
429
Financial Advisory Partners
Florida
$236K +$6.59K +199 +3%
CWP
430
Cyndeo Wealth Partners
Florida
$236K -$69.2K -2,092 -22%
IWM
431
IHT Wealth Management
Illinois
$236K +$40.5K +1,224 +20%
CRFG
432
Columbia River Financial Group
Washington
$232K +$235K +7,104 New
BFG
433
Berger Financial Group
Minnesota
$229K +$497 +15 +0.2%
MHR
434
Matthew Hamilton Rosenberg
$223K +$185K +5,599 +465%
ATC
435
Argent Trust Co
Tennessee
$223K +$225K +6,800 New
TF
436
Trek Financial
Arizona
$223K +$225K +6,797 New
MW
437
Maia Wealth
Colorado
$222K -$2.55K -77 -1%
SC
438
Savant Capital
Illinois
$220K -$22.2K -670 -9%
OBWG
439
Onyx Bridge Wealth Group
New York
$218K +$220K +6,641 New
PFM
440
Phillips Financial Management
Indiana
$217K -$2.38K -72 -1%
T
441
Tidemark
California
$216K -$8.47K -256 -4%
FWM
442
Fonville Wealth Management
Virginia
$216K -$993 -30 -0.5%
CIS
443
Continental Investors Services
Washington
$212K +$728 +22 +0.3%
PIM
444
Penobscot Investment Management
Massachusetts
$207K -$14.9K -450 -7%
WMA
445
West Michigan Advisors
Michigan
$207K -$5.2K -157 -2%
LSA
446
Lion Street Advisors
Texas
$206K +$208K +6,291 New
AAM
447
Ameraudi Asset Management
New York
$206K
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$204K -$94.3K -2,849 -31%
PFA
449
Portland Financial Advisors
New York
$202K +$204K +6,170 New
EWA
450
EverSource Wealth Advisors
Alabama
$197K +$1.75K +53 +0.9%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.