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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$31.2M +$6.41M +198,661 +26%
Ameriprise
27
Ameriprise
Minnesota
$30.4M +$7.63M +236,287 +33%
AF
28
Allworth Financial
California
$29.9M -$226K -7,011 -0.7%
CF
29
Cantor Fitzgerald
New York
$28.2M -$429K -13,294 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$28.1M -$5.3M -164,289 -16%
Financial Engines Advisors
31
Financial Engines Advisors
California
$27.2M +$968K +29,964 +4%
DJSG
32
D.J. St. Germain
Massachusetts
$27.1M +$27.2M +842,625 New
M&T Bank
33
M&T Bank
New York
$26.9M +$4.29M +132,806 +19%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$26M +$25.4M +785,524 +3,178%
PAS
35
Park Avenue Securities
New York
$25.7M -$37.9K -1,173 -0.1%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$25.2M +$1.56M +48,365 +7%
SGAM
37
Stephens Group Asset Management
Arkansas
$25M -$6.67M -206,460 -21%
Osaic Holdings
38
Osaic Holdings
Arizona
$24.1M +$5.3M +164,088 +28%
State Street
39
State Street
Massachusetts
$21.9M -$15.6M -484,322 -41%
BWA
40
Burt Wealth Advisors
Maryland
$21.8M +$1.39M +42,908 +7%
NA
41
Nottingham Advisors
New York
$20.9M -$34.9K -1,081 -0.2%
Citadel Advisors
42
Citadel Advisors
Florida
$20.6M +$12.2M +377,717 +144%
HVIA
43
Hudson Valley Investment Advisors
New York
$20.4M +$2.87M +89,034 +16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$18.1M +$18.2M +562,223 New
G
45
GenTrust
Florida
$18M -$13.2M -409,564 -42%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$17.5M +$17.6M +544,126 New
APA
47
Astoria Portfolio Advisors
New York
$17.3M +$2.68M +82,880 +18%
UBS Group
48
UBS Group
Switzerland
$17M +$1.3M +40,270 +8%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$16.8M +$2.27M +70,415 +16%
HPA
50
High Probability Advisors
New York
$16.8M -$125K -3,858 -0.7%

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.