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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

389 hedge funds and large institutions have $3.63B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 153 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

6% more capital invested

Capital invested by funds: $3.41B → $3.63B (+$220M)

2% more funds holding

Funds holding: 380389 (+9)

2.34% more ownership

Funds ownership: 61.79%64.14% (+2.3%)

20% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 153

Holders
389
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
6.7%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.52%
New
52
Increased
123
Reduced
153
Closed
37
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$26M -$9.59M -294,076 -26%
M&T Bank
27
M&T Bank
New York
$24.8M +$1.43M +43,925 +6%
OAM
28
Occidental Asset Management
California
$24.3M +$1.18M +36,246 +5%
MWM
29
Marion Wealth Management
Pennsylvania
$23.7M +$5.36M +164,378 +28%
Financial Engines Advisors
30
Financial Engines Advisors
California
$22.5M +$13.3M +408,588 +132%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$22.4M +$1.16M +35,569 +5%
MIFH
32
Migdal Insurance & Financial Holdings
Israel
$20.1M -$1.42M -43,417 -6%
Osaic Holdings
33
Osaic Holdings
Arizona
$19.8M -$509K -15,614 -2%
EWA
34
ERTS Wealth Advisors
Michigan
$18.9M +$4.81M +147,683 +32%
Ameriprise
35
Ameriprise
Minnesota
$18.7M +$1.79M +55,022 +10%
NA
36
Nottingham Advisors
New York
$18.4M -$247K -7,586 -1%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$17.4M
BHB
38
Bank Hapoalim BM
Israel
$16.7M +$10.5M +322,000 New
HPA
39
High Probability Advisors
New York
$16.1M +$1.25M +38,493 +8%
BCMO
40
Buckingham Capital Management (Ohio)
Ohio
$16.1M +$15M +459,189 +842%
PAG
41
Private Advisor Group
New Jersey
$15.6M +$3.01M +92,263 +23%
WI
42
WrapManager Inc
California
$15.2M +$3.92M +120,295 +33%
FAM
43
Flaharty Asset Management
Florida
$13.7M +$14.2M +437,178 New
UBS Group
44
UBS Group
Switzerland
$12.7M +$392K +12,021 +3%
HVIA
45
Hudson Valley Investment Advisors
New York
$11.6M +$5.54M +170,008 +85%
RJA
46
Raymond James & Associates
Florida
$11.5M +$2.7M +82,966 +29%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$10.7M -$4.09M -125,601 -27%
DPIM
48
Duff & Phelps Investment Management
Illinois
$10.5M +$91.8K +2,815 +0.8%
T
49
TrueFG
Texas
$10.1M +$64.5K +1,978 +0.6%
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10M -$27.3K -837 -0.3%

SPIB Hedge Fund Activity: Q3 2022 in Review

389 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2022, worth a combined $3.63B — up 6.5% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SPIB positions and 37 closed out — a net gain of 15 holders — while 123 added to existing stakes and 153 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $241M. The largest seller was Deutsche Bank, cutting an estimated $61M.

  • 389 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2022, up from 380 in Q2 2022.
  • Funds reported $3.63B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2022 and 37 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $241M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2022 was Deutsche Bank, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2022.