We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

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: 43 → 47 (+4)

1% more funds holding

Funds holding: 490 → 496 (+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

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$89.2M
2
LPL Financial
LPL Financial
California
+$83.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.6M
4
Charles Schwab
Charles Schwab
California
+$39.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$46.2M
2
Wells Fargo
Wells Fargo
California
-$28.9M
3
GLR
Great Lakes Retirement
Ohio
-$22.4M
4
CWM
Cabot Wealth Management
Massachusetts
-$11.2M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
476
Providence Capital Advisors
North Carolina
$5.36K +$5.28K +159 New
NEAM
477
New England Asset Management
Connecticut
$5.06K – – –
EWM
478
EPG Wealth Management
Georgia
$4.82K +$4.75K +143 New
FHA
479
First Horizon Advisors
Tennessee
$3.64K -$3.99K -120 -53%
TRCT
480
Tower Research Capital (TRC)
New York
$3.3K -$157K -4,737 -98%
IF
481
Integrity Financial
Wyoming
$3.2K – – –
BWL
482
Bogart Wealth LLC
Virginia
$3.1K – – –
ATS
483
Ashton Thomas Securities
New York
$2.73K +$2.69K +81 New
CFB
484
Cullen/Frost Bankers
Texas
$2.36K – – –
AEPWM
485
Atlantic Edge Private Wealth Management
Florida
$2.09K – – –
PS
486
Planned Solutions
California
$1.69K +$1.66K +50 New
GSEP
487
Golden State Equity Partners
California
$1.68K +$1.66K +50 New
LIS
488
Legacy Investment Solutions
Idaho
$1.65K +$1.66K +50 New
LWMI
489
Legacy Wealth Management (Idaho)
Idaho
$1.65K +$1.66K +50 New
FFA
490
Founders Financial Alliance
North Carolina
$1.45K – – –
KFI
491
Key Financial Inc
Pennsylvania
$1.42K – – –
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$1.25K – – –
CA
493
Continuum Advisory
Idaho
$1.15K +$1.16K +35 New
TFA
494
Transamerica Financial Advisors
Florida
$1K – – –
GJIA
495
Glass Jacobson Investment Advisors
Maryland
$506 – – –
HR
496
Howe & Rusling
New York
$102 +$100 +3 New
IRC
497
Investors Research Corp
Georgia
$101 -$1.26K -38 -93%
RS
498
Rakuten Securities
Japan
$34 – – –
S
499
SignatureFD
Georgia
$18 – – –
MFT
500
Moisand Fitzgerald Tamayo
Florida
$5 – – –
18 19
20
21 22

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.