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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
501
Pathstone Holdings
New Jersey
-$537K -16,374 Closed
BNP Paribas Financial Markets
502
BNP Paribas Financial Markets
France
-$513K -15,636 Closed
PWCM
503
Processus Wealth & Capital Management
Tennessee
-$372K -11,333 Closed
AA
504
Advisory Alpha
Michigan
-$315K -9,581 Closed
FPCP
505
Fort Point Capital Partners
California
-$285K -8,686 Closed
EMAM
506
Encompass More Asset Management
California
-$258K -7,861 Closed
PFG
507
Peterson Financial Group
Iowa
-$241K -7,351 Closed
AFG
508
Albion Financial Group
Utah
-$241K -7,338 Closed
RIM
509
Rockbridge Investment Management
New York
-$195K -5,925 Closed
FWM
510
Focused Wealth Management
New York
-$163K -4,979 Closed
Franklin Resources
511
Franklin Resources
California
-$153K -4,650 Closed
ODG
512
O'Dell Group
Ohio
-$78.2K -2,383 Closed
TVAMP
513
Tennessee Valley Asset Management Partners
Tennessee
-$36.1K -1,101 Closed
AWM
514
Able Wealth Management
New Jersey
-$29.1K -885 Closed
PCWA
515
Pacific Capital Wealth Advisors
California
-$28.9K -880 Closed
HFS
516
Hantz Financial Services
Michigan
-$21K -637 Closed
LPP
517
Life Planning Partners
Florida
-$20.7K -630 Closed
HWM
518
HighMark Wealth Management
Minnesota
-$20.1K -613 Closed
ACA
519
Atlas Capital Advisors
Wyoming
-$15K -456 Closed
FFO
520
Fortitude Family Office
Arizona
-$14.8K -450 Closed
SL
521
Salomon & Ludwin
Virginia
-$8.68K -276 Closed
TFGT
522
TS Financial Group (TSFG)
Illinois
-$8K -250 Closed
NEAM
523
New England Asset Management
Connecticut
-$4.92K -150 Closed
MSWM
524
McGlone Suttner Wealth Management
Wisconsin
-$4.73K -144 Closed
PS
525
Planned Solutions
California
-$1.64K -50 Closed

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.