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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
51
Squarepoint
New York
$17.8M +$11.5M +360,571 +199%
OAM
52
Occidental Asset Management
California
$17.3M +$360K +11,333 +2%
HPA
53
High Probability Advisors
New York
$16.8M -$1.09M -34,454 -6%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$16.8M +$16.2M +510,900 New
HGA
55
Hobbs Group Advisors
South Carolina
$16.7M +$16.2M +509,009 New
DW
56
Dodds Wealth
Colorado
$16.7M +$16.2M +508,522 New
WCWM
57
Willow Creek Wealth Management
California
$16.4M +$8.49M +267,138 +114%
NA
58
Nottingham Advisors
New York
$16.1M +$101K +3,176 +0.5%
M&T Bank
59
M&T Bank
New York
$15.4M -$2.14M -67,264 -13%
FAM
60
Flaharty Asset Management
Florida
$15.1M -$1.45M -45,475 -9%
WI
61
WrapManager Inc
California
$15.1M +$157K +4,954 +1%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$6.07M +190,877 +73%
CCMG
63
Clark Capital Management Group
Pennsylvania
$14.2M +$4.3M +135,389 +45%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$13.9M +$5.47M +172,190 +68%
CAL
65
Capital Analysts LLC
Pennsylvania
$13M -$1.25M -39,249 -9%
RJA
66
Raymond James & Associates
Florida
$13M +$523K +16,442 +4%
CAN
67
Cetera Advisor Networks
California
$12.9M +$1.68M +52,914 +16%
T
68
TrueFG
Texas
$12.4M +$697K +21,942 +6%
CA
69
CGN Advisors
Kansas
$12.1M +$1.7M +53,467 +17%
DPIM
70
Duff & Phelps Investment Management
Illinois
$11.6M +$153K +4,800 +1%
BHCM
71
Brevan Howard Capital Management
Jersey
$11.5M +$11.1M +350,000 New
OMC
72
Old Mission Capital
Illinois
$10.9M +$10.6M +332,273 New
SFG
73
StrategIQ Financial Group
Indiana
$10.7M +$95K +2,988 +0.9%
State Street
74
State Street
Massachusetts
$10.5M -$15.2M -477,029 -60%
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.94M -$324K -10,192 -3%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.