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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
RA
26
RFG Advisory
Alabama
$41.6M +$40.1M +1,260,876 +16,936%
ACM
27
Advisors Capital Management
New Jersey
$40M +$2.95M +92,888 +8%
SGAM
28
Stephens Group Asset Management
Arkansas
$39.7M +$13.6M +426,997 +55%
JP Morgan Chase
29
JP Morgan Chase
New York
$35.7M +$30.7M +966,077 +800%
EWA
30
ERTS Wealth Advisors
Michigan
$34.9M -$1.37M -43,093 -4%
TTWM
31
TCV Trust & Wealth Management
Virginia
$34.9M +$1.03M +32,256 +3%
Ameriprise
32
Ameriprise
Minnesota
$33.4M +$490K +15,425 +2%
UBS Group
33
UBS Group
Switzerland
$31.6M -$2.35M -73,797 -7%
ERIM
34
Eagle Ridge Investment Management
Connecticut
$30.4M +$803K +25,269 +3%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$29.2M -$1.32M -41,471 -4%
Osaic Holdings
36
Osaic Holdings
Arizona
$29.2M -$4.43M -139,366 -14%
HVIA
37
Hudson Valley Investment Advisors
New York
$27.4M +$3.33M +104,919 +14%
PAS
38
Park Avenue Securities
New York
$26.9M -$317K -9,977 -1%
AIMU
39
Allianz Investment Management US
Minnesota
$24.4M +$10.7M +337,222 +83%
BWA
40
Burt Wealth Advisors
Maryland
$24M +$986K +31,037 +4%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$22.3M -$979K -30,821 -4%
GLR
42
Great Lakes Retirement
Ohio
$22.2M -$1.67M -52,698 -7%
CWM
43
Cabot Wealth Management
Massachusetts
$21.4M +$10.5M +329,715 +102%
DJSG
44
D.J. St. Germain
Massachusetts
$21M -$1.21M -38,105 -6%
AF
45
Allworth Financial
California
$20.6M -$11.1M -349,817 -36%
FFM
46
Flagstone Financial Management
Nebraska
$20.4M +$1.38M +43,506 +8%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$19.7M +$19.1M +601,536 New
APA
48
Astoria Portfolio Advisors
New York
$18.8M +$392K +12,330 +2%
DAS
49
Dynamic Advisor Solutions
Arizona
$18.1M +$3.79M +119,234 +27%
G
50
GenTrust
Florida
$17.8M -$862K -27,140 -5%

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.