We are live on ! Find out more
SPIB icon

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
BIM
451
Breakwater Investment Management
Washington
$8.01K +$7.99K +245 New
RG
452
Retirement Group
California
$8.01K
SWM
453
Spire Wealth Management
Virginia
$7.94K
SC
454
SouthState Corp
Florida
$6.87K +$6.85K +210 New
QCG
455
Quadrant Capital Group
Ohio
$6.8K +$6.79K +208 New
VL
456
Vima LLC
Michigan
$6.69K
WAG
457
Wiser Advisor Group
Arizona
$6.63K +$33 +1 +0.5%
WWM
458
Wolff Wiese Magana
California
$6.6K
APC
459
Aspire Private Capital
North Carolina
$6.6K -$33 -1 -0.5%
PB
460
Pinnacle Bancorp
Nebraska
$6.28K
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$6.24K -$881 -27 -12%
SSB
462
Sandy Spring Bank
Maryland
$5.53K +$5.51K +169 New
CWM
463
CarsonAllaria Wealth Management
Illinois
$4.58K +$4.57K +140 New
EWM
464
EPG Wealth Management
Georgia
$4.57K +$33 +1 +0.7%
CPG
465
Cornerstone Planning Group
New Jersey
$4.43K +$4.47K +137 New
BTI
466
Blue Trust Inc
Georgia
$3.76K +$3.75K +115 New
GWSA
467
Global Wealth Strategies & Associates
Colorado
$3.33K +$3.33K +102 New
FRA
468
Front Row Advisors
California
$3.3K +$3.29K +101 New
IF
469
Integrity Financial
Wyoming
$3.11K
ITIM
470
Indiana Trust & Investment Management
Indiana
$3.01K
WIC
471
Woodmont Investment Counsel
Tennessee
$2.48K +$2.48K +76 New
TVWM
472
Tower View Wealth Management
Wisconsin
$2.32K +$2.32K +71 New
CFB
473
Cullen/Frost Bankers
Texas
$2.29K -$6.52K -200 -74%
WAM
474
WFA Asset Management
Wisconsin
$2.13K +$2.12K +65 New
FFA
475
Founders Financial Alliance
North Carolina
$1.41K +$1.4K +43 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.