We are live on ! Find out more
SPIB icon

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
IRC
451
Investors Research Corp
Georgia
$1.25K
National Bank of Canada
452
National Bank of Canada
Quebec, Canada
$1.21K
TFA
453
Transamerica Financial Advisors
Florida
$1K -$127 -4 -15%
AssetMark Inc
454
AssetMark Inc
California
$591
DWMG
455
DB Wealth Management Group
California
$131
MFT
456
Moisand Fitzgerald Tamayo
Florida
$38 +$32 +1 New
TFG
457
Team Financial Group
California
$33
SVCP
458
Silicon Valley Capital Partners
California
$14
CW
459
Connectus Wealth
Ohio
-$8.42M -267,570 Closed
HWP
460
Hibernia Wealth Partners
Louisiana
-$6.12M -194,713 Closed
WAS
461
Wealth Advisory Solutions
Indiana
-$3.47M -110,187 Closed
BlackRock
462
BlackRock
New York
-$2.12M -67,329 Closed
CI
463
Conning Inc
Connecticut
-$1.98M -62,970 Closed
AWA
464
Alaska Wealth Advisors
Alaska
-$1.16M -36,996 Closed
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
-$569K -18,099 Closed
CST
466
Charles Schwab Trust
Nevada
-$395K -12,571 Closed
KPWS
467
Kestra Private Wealth Services
Texas
-$352K -11,191 Closed
AT
468
American Trust
Kentucky
-$303K -9,335 Closed
CPIA
469
Cornell Pochily Investment Advisors
New York
-$274K -8,719 Closed
IC
470
IEQ Capital
California
-$266K -8,469 Closed
RWM
471
Revisor Wealth Management
Ohio
-$254K -8,073 Closed
LCGC
472
Legacy Capital Group California
California
-$227K -7,211 Closed
TW
473
Towerpoint Wealth
California
-$211K -6,718 Closed
IWM
474
IHT Wealth Management
Illinois
-$204K -6,495 Closed
S
475
SignatureFD
Georgia
-$40.5K -1,288 Closed

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.