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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

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: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
476
Glass Jacobson Investment Advisors
Maryland
$62.3K +$62.4K +1,885 +12,567%
CA
477
Clearstead Advisors
Ohio
$61.9K -$1.79K -54 -3%
LFG
478
Larson Financial Group
Missouri
$61.8K -$265 -8 -0.4%
S
479
SignatureFD
Georgia
$61.1K +$61.7K +1,865 +186,500%
FWP
480
FAS Wealth Partners
Kansas
$58.8K -$331 -10 -0.6%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$57.6K
Bank of Montreal
482
Bank of Montreal
Ontario, Canada
$50.1K -$12.4K -374 -20%
TAM
483
Tucker Asset Management
Colorado
$49.7K +$15.7K +474 +45%
SIS
484
Sound Income Strategies
Florida
$46.3K +$232 +7 +0.5%
PPA
485
Painted Porch Advisors
California
$45.6K +$46.1K +1,393 New
BWL
486
Bogart Wealth LLC
Virginia
$45.6K +$43K +1,299 +1,412%
OC
487
Oarsman Capital
Wisconsin
$45K
EDRH
488
Edmond de Rothschild Holding
Switzerland
$44.1K +$7.22K +218 +19%
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.2K -$24.8K -749 -36%
CSB
490
City State Bank
Iowa
$37.1K
AIM
491
Anchor Investment Management
South Carolina
$36.7K
TPW
492
Talon Private Wealth
Florida
$35.4K
WCM
493
Winthrop Capital Management
Indiana
$35K -$52.6K -1,589 -60%
SS
494
Sunbelt Securities
Texas
$34.9K -$34.4K -1,039 -49%
AG
495
AmeriFlex Group
Nevada
$33.4K +$33.6K +1,015 New
T
496
Transce3nd
Texas
$31.8K +$32.1K +971 New
HCM
497
Hollencrest Capital Management
California
$30.3K
VNA
498
Valley National Advisers
Pennsylvania
$29K +$29.4K +889 New
WSFS
499
Wilmington Savings Fund Society
Delaware
$27.9K
PC
500
Promus Capital
Illinois
$24.2K +$24.5K +739 New

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.