SPIB icon

SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

487 hedge funds and large institutions have $6.39B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 53 closing their positions.

Holders
487
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
7.08%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
64
Increased
220
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.41B
2
LPL Financial
2
LPL Financial
California
$1.06B
3
Morgan Stanley
3
Morgan Stanley
New York
$140M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$287M
5
HGA
5
Hobbs Group Advisors
South Carolina
$17.9M

Top Sellers

1
GIM
1
GE Investment Management
Connecticut
$1.09M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
Wells Fargo
3
Wells Fargo
California
$193M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$66.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$38.4M 1,178,369 +160,767 +16%
TTWM
27
TCV Trust & Wealth Management
Virginia
$36.2M 1,113,205 +36,475 +3%
UBS Group
28
UBS Group
Switzerland
$34.2M 1,049,699 +24,369 +2%
Ameriprise
29
Ameriprise
Minnesota
$33M 1,014,441 -17,502 -2%
ERIM
30
Eagle Ridge Investment Management
Connecticut
$31.1M 953,953 +19,496 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$29.6M 907,766 +130,812 +17%
HVIA
32
Hudson Valley Investment Advisors
New York
$27.4M 838,784 -114,841 -12%
ACM
33
Advisors Capital Management
New Jersey
$25.4M 780,518 +14,170 +2%
AF
34
Allworth Financial
California
$25.1M 764,849 +7,880 +1%
BWA
35
Burt Wealth Advisors
Maryland
$24.6M 756,085 -20,774 -3%
DAS
36
Dynamic Advisor Solutions
Arizona
$23.8M 730,195 +46,053 +7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$23.6M 726,024 -5,235 -0.7%
CWM
38
Cabot Wealth Management
Massachusetts
$23.4M 718,573 -8,844 -1%
NA
39
Nottingham Advisors
New York
$23M 705,911 +25,415 +4%
DJSG
40
D.J. St. Germain
Massachusetts
$22.9M 704,490 +14,935 +2%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$22.6M 694,466 -20,566 -3%
GLR
42
Great Lakes Retirement
Ohio
$22.4M 687,042 +2,844 +0.4%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$21.9M 671,376 -128,883 -16%
CCMG
44
Clark Capital Management Group
Pennsylvania
$21M 645,037 +248,512 +63%
APA
45
Astoria Portfolio Advisors
New York
$20.7M 636,153 +25,760 +4%
OAM
46
Occidental Asset Management
California
$20.7M 636,092 +46,336 +8%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$20.3M 623,480 +24,154 +4%
Squarepoint
48
Squarepoint
New York
$19.6M 600,495 +14,288 +2%
HPA
49
High Probability Advisors
New York
$19.2M 590,862 +28,234 +5%
WCWM
50
Willow Creek Wealth Management
California
$18.9M 579,169 +27,253 +5%
1
2
3 4 5