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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

483 hedge funds and large institutions have $6.82B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
483
Holders Change
+30
Holders Change %
+6.62%
% of All Funds
7%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
77
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$4K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$959M
2
GIM
2
GE Investment Management
Connecticut
$517M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$99.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$23.9M
2
FGAM
2
Financial Gravity Asset Management
Texas
$26.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.9M
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$356K
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
26
Stephens Group Asset Management
Arkansas
$39.8M 1,218,618 +10,720 +0.9%
EWA
27
ERTS Wealth Advisors
Michigan
$39.4M 1,206,628 +143,328 +13%
TTWM
28
TCV Trust & Wealth Management
Virginia
$35.2M 1,076,730 +13,892 +1%
Ameriprise
29
Ameriprise
Minnesota
$33.7M 1,031,943 +13,060 +1%
UBS Group
30
UBS Group
Switzerland
$33.5M 1,025,330 +63,492 +7%
Osaic Holdings
31
Osaic Holdings
Arizona
$33.3M 1,017,602 +127,987 +14%
HVIA
32
Hudson Valley Investment Advisors
New York
$31.2M 953,625 +114,841 +14%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$30.5M 934,457 +8,984 +1%
FGAM
34
Financial Gravity Asset Management
Texas
$26.6M 813,072 -4,659,954 -85%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$26.2M 800,259 -90,064 -10%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$25.4M 776,954 +556,891 +253%
BWA
37
Burt Wealth Advisors
Maryland
$25.4M 776,859 +45,990 +6%
ACM
38
Advisors Capital Management
New Jersey
$25.1M 766,348 -453,231 -37%
AF
39
Allworth Financial
California
$24.7M 756,969 +130,673 +21%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$23.9M 731,259 -6,225,271 -89%
CWM
41
Cabot Wealth Management
Massachusetts
$23.8M 727,417 +74,670 +11%
CTWM
42
Cherry Tree Wealth Management
Minnesota
$23.4M 715,032 +35,058 +5%
DJSG
43
D.J. St. Germain
Massachusetts
$22.5M 689,555 +48,482 +8%
GLR
44
Great Lakes Retirement
Ohio
$22.4M 684,198 +7,042 +1%
DAS
45
Dynamic Advisor Solutions
Arizona
$22.4M 684,142 +129,425 +23%
NA
46
Nottingham Advisors
New York
$22.2M 680,496 +32,815 +5%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$19.6M 599,326 -2,210 -0.4%
APA
48
Astoria Portfolio Advisors
New York
$19.6M 610,393 +35,542 +6%
OAM
49
Occidental Asset Management
California
$19.3M 589,756 +63,467 +12%
Squarepoint
50
Squarepoint
New York
$19.2M 586,207 +44,811 +8%
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