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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 47 → 54 (+7)

12% more funds holding

Funds holding: 496 → 557 (+61)

4.89% more ownership

Funds ownership: 76.63% → 81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
+$153M
2
CM
Castleark Management
Illinois
+$124M
3
State Street
State Street
Massachusetts
+$113M
4
LPL Financial
LPL Financial
California
+$111M
5
Ameriprise
Ameriprise
Minnesota
+$57M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$49.8M
2
Charles Schwab
Charles Schwab
California
-$35.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$34M
4
Wells Fargo
Wells Fargo
California
-$32.3M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$24.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$50M +$1.92M +58,036 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$47.8M +$5.07M +153,312 +12%
ZIG
28
Zurich Insurance Group
Switzerland
$45.9M – – –
SGAM
29
Stephens Group Asset Management
Arkansas
$45.7M +$703K +21,231 +2%
DW
30
Dodds Wealth
Colorado
$45.6M +$1.78M +53,828 +4%
EWA
31
ERTS Wealth Advisors
Michigan
$44.8M +$1.22M +36,873 +3%
HVIA
32
Hudson Valley Investment Advisors
New York
$40.5M +$952K +28,771 +2%
TTWM
33
TCV Trust & Wealth Management
Virginia
$39.6M +$1.59M +47,966 +4%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$39.3M +$525K +15,871 +1%
UBS Group
35
UBS Group
Switzerland
$37.2M +$1.26M +38,114 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.9M -$1.95M -58,979 -5%
Bank of America
37
Bank of America
North Carolina
$35M -$14.1M -427,051 -29%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$33.7M +$1M +30,232 +3%
Raymond James Financial
39
Raymond James Financial
Florida
$32.4M +$32.8M +989,589 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$29.2M +$6.57M +198,563 +29%
DAS
41
Dynamic Advisor Solutions
Arizona
$28.4M +$2.17M +65,577 +8%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$28.1M -$1.29M -38,861 -4%
Truist Financial
43
Truist Financial
North Carolina
$26.6M +$16.4M +495,624 +157%
BWA
44
Burt Wealth Advisors
Maryland
$26.5M +$873K +26,383 +3%
Cerity Partners
45
Cerity Partners
New York
$26.3M +$558K +16,844 +2%
ACM
46
Advisors Capital Management
New Jersey
$26.2M +$64.7K +1,955 +0.2%
IAA
47
Independent Advisor Alliance
North Carolina
$26M +$26.3M +794,244 New
DJSG
48
D.J. St. Germain
Massachusetts
$25.7M +$2.17M +65,428 +9%
OPPS
49
Obsidian Personal Planning Solutions
Maryland
$24.6M +$826K +24,959 +3%
NA
50
Nottingham Advisors
New York
$24.4M -$1.25M -37,874 -5%
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SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.