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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
G
51
GenTrust
Florida
$18.5M +$779K +23,885 +4%
HPA
52
High Probability Advisors
New York
$18.4M +$1.67M +51,269 +10%
WCWM
53
Willow Creek Wealth Management
California
$18M +$1.67M +51,314 +10%
PAS
54
Park Avenue Securities
New York
$16.9M -$9.87M -302,513 -37%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$16.7M
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$15.7M +$12.6M +385,884 +414%
WI
57
WrapManager Inc
California
$15.6M +$574K +17,586 +4%
M&T Bank
58
M&T Bank
New York
$15.5M +$113K +3,463 +0.7%
FAM
59
Flaharty Asset Management
Florida
$14.4M -$581K -17,813 -4%
CAN
60
Cetera Advisor Networks
California
$13.8M +$939K +28,783 +7%
CAL
61
Capital Analysts LLC
Pennsylvania
$13.4M +$467K +14,318 +4%
RJA
62
Raymond James & Associates
Florida
$13M +$134K +4,094 +1%
CCMG
63
Clark Capital Management Group
Pennsylvania
$13M -$1.19M -36,473 -8%
T
64
TrueFG
Texas
$12.7M +$437K +13,392 +4%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$12.7M -$1.17M -36,000 -8%
Citadel Advisors
66
Citadel Advisors
Florida
$12.6M +$11.9M +365,955 +2,015%
JP Morgan Chase
67
JP Morgan Chase
New York
$11.7M -$23.8M -728,911 -67%
DPIM
68
Duff & Phelps Investment Management
Illinois
$11.6M +$78.3K +2,400 +0.7%
CA
69
CGN Advisors
Kansas
$11.2M -$921K -28,238 -8%
WA
70
Waverly Advisors
Alabama
$10.9M +$10.9M +334,674 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$10.7M -$4.01M -123,045 -27%
IIA
72
Integral Investment Advisors
California
$10.6M +$2.77M +84,944 +36%
WF
73
Wayfinding Financial
Washington
$9.63M +$5.1M +156,199 +110%
OMC
74
Old Mission Capital
Illinois
$9.61M -$1.25M -38,176 -11%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$9.53M +$499K +15,288 +6%

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.