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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$25.5M +$25.5M +771,810 +9,212%
OAM
27
Occidental Asset Management
California
$24.1M +$969K +29,293 +4%
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$22.4M -$393K -11,881 -2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$22.2M +$1.78M +53,937 +9%
Osaic Holdings
30
Osaic Holdings
Arizona
$21.1M -$3.28M -99,257 -13%
NA
31
Nottingham Advisors
New York
$19.5M +$18.2M +550,960 +1,309%
MWM
32
Marion Wealth Management
Pennsylvania
$19.3M +$19.6M +591,755 New
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$18.2M
Ameriprise
34
Ameriprise
Minnesota
$17.7M +$251K +7,581 +1%
OSNBOA
35
Old Second National Bank of Aurora
Illinois
$17M +$17.2M +519,969 +34,096%
HPA
36
High Probability Advisors
New York
$15.5M +$648K +19,612 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$15.2M -$575K -17,390 -4%
EWA
38
ERTS Wealth Advisors
Michigan
$14.9M -$239K -7,243 -2%
AWM
39
Adams Wealth Management
Utah
$13.7M -$803K -24,295 -5%
PAG
40
Private Advisor Group
New Jersey
$13.2M +$6.18M +186,861 +86%
UBS Group
41
UBS Group
Switzerland
$12.8M +$97.6K +2,953 +0.8%
WI
42
WrapManager Inc
California
$11.9M -$582K -17,617 -5%
VRM
43
Vectors Research Management
New York
$11.8M +$11.4K +346 +0.1%
HC
44
HNP Capital
New York
$11.7M +$11.3K +341 +0.1%
AWM
45
AE Wealth Management
Kansas
$11.2M -$4.23M -127,937 -27%
Citadel Advisors
46
Citadel Advisors
Florida
$11.2M +$8.5M +257,030 +299%
DPIM
47
Duff & Phelps Investment Management
Illinois
$10.8M +$37K +1,120 +0.3%
T
48
TrueFG
Texas
$10.5M +$302K +9,149 +3%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.5M -$561K -16,982 -5%
CWM
50
Cabot Wealth Management
Massachusetts
$10.3M +$8.92M +269,772 +601%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.