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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$44M +$4.24M +127,542 +11%
HVIA
27
Hudson Valley Investment Advisors
New York
$40.7M +$12.2M +367,288 +44%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$39.9M -$8.33M -250,770 -17%
TTWM
29
TCV Trust & Wealth Management
Virginia
$39.1M +$1.56M +47,042 +4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$38.9M +$8.2M +246,649 +27%
UBS Group
31
UBS Group
Switzerland
$37M +$1.58M +47,600 +5%
Ameriprise
32
Ameriprise
Minnesota
$35.5M +$1.35M +40,735 +4%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$34M +$33.5M +1,007,106 +255,611%
ERIM
34
Eagle Ridge Investment Management
Connecticut
$33.6M +$1.46M +44,060 +5%
Jane Street
35
Jane Street
New York
$33.6M +$19.9M +598,569 +150%
MIFH
36
Migdal Insurance & Financial Holdings
Israel
$30.2M +$7.44M +224,028 +33%
CCMG
37
Clark Capital Management Group
Pennsylvania
$29.3M +$7.46M +224,504 +35%
OMC
38
Old Mission Capital
Illinois
$27.3M +$21.8M +654,606 +421%
DAS
39
Dynamic Advisor Solutions
Arizona
$27M +$2.37M +71,206 +10%
ACM
40
Advisors Capital Management
New Jersey
$26.9M +$584K +17,569 +2%
Cerity Partners
41
Cerity Partners
New York
$26.5M +$24.4M +734,917 +1,452%
NA
42
Nottingham Advisors
New York
$26.4M +$2.58M +77,659 +11%
BWA
43
Burt Wealth Advisors
Maryland
$26.4M +$857K +25,803 +3%
DJSG
44
D.J. St. Germain
Massachusetts
$24.3M +$533K +16,042 +2%
OPPS
45
Obsidian Personal Planning Solutions
Maryland
$23.9M +$14.8M +446,663 +162%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$23.5M +$2.48M +74,479 +12%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$23.4M -$1.07M -32,339 -4%
CTWM
48
Cherry Tree Wealth Management
Minnesota
$23.1M -$264K -7,946 -1%
OAM
49
Occidental Asset Management
California
$22.5M +$1.02M +30,703 +5%
AF
50
Allworth Financial
California
$21.8M -$3.94M -118,516 -15%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.