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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
51
Financial Engines Advisors
California
$10.1M +$6.08M +183,941 +147%
CAL
52
Capital Analysts LLC
Pennsylvania
$10M +$598K +18,097 +6%
DJSG
53
D.J. St. Germain
Massachusetts
$9.53M +$333K +10,076 +4%
RJA
54
Raymond James & Associates
Florida
$9.23M +$4.79M +144,962 +105%
SA
55
Stewardship Advisors
Pennsylvania
$9.07M -$425K -12,864 -4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$8.97M +$9.09M +274,848 New
FA
57
FDx Advisors
Illinois
$8.96M +$9.07M +274,443 New
OPS
58
Orion Portfolio Solutions
Nebraska
$8.9M -$783K -23,683 -8%
AFS
59
Amtrust Financial Services
New York
$8.82M
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$8.13M +$6.82M +206,311 +480%
IIA
61
Integral Investment Advisors
California
$8.11M -$4.27M -129,275 -34%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$8.09M +$692K +20,922 +9%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$8.04M +$5.12M +154,881 +169%
CA
64
CGN Advisors
Kansas
$7.91M +$1.4M +42,443 +21%
CPO
65
Cerity Partners OCIO
New York
$7.38M +$4.13M +124,771 +123%
FM
66
Foster & Motley
Ohio
$7.21M -$958K -28,978 -12%
CM
67
Cornerstone Management
Georgia
$6.93M +$143K +4,317 +2%
LFPWM
68
Leicht Financial Planning & Wealth Management
New Jersey
$6.87M -$131K -3,967 -2%
MNG
69
Manning & Napier Group
New York
$6.76M
CA
70
CSM Advisors
Pennsylvania
$6.55M
NRA
71
NSI Retail Advisors
Pennsylvania
$6.55M
HVIA
72
Hudson Valley Investment Advisors
New York
$6.5M +$5.71M +172,780 +653%
CCFM
73
Clear Creek Financial Management
Washington
$6.41M -$1.23M -37,149 -16%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$6.24M -$931K -28,158 -13%
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$6.24M -$198K -6,000 -3%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.