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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

553 hedge funds and large institutions have $8.33B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 251 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.42%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
55
Increased
251
Reduced
172
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$435M
2
AFI
American Family Investments
Wisconsin
$178M
3
LPL Financial
LPL Financial
California
$1.51B
4
Ameriprise
Ameriprise
Minnesota
$182M
5
Truist Financial
Truist Financial
North Carolina
$73.3M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$980M
2
TLFA
True Link Financial Advisors
California
$2.03M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.52M
4
Jane Street
Jane Street
New York
$0
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
ERTS Wealth Advisors
Michigan
$27.2M -$18.3M -543,577 -40%
NA
52
Nottingham Advisors
New York
$26.4M +$4.1M +122,188 +18%
CFIA
53
Cantor Fitzgerald Investment Advisors
New York
$26M +$131K +3,888 +0.5%
Cerity Partners
54
Cerity Partners
New York
$24.4M -$555K -16,536 -2%
OAM
55
Occidental Asset Management
California
$24.3M +$367K +10,943 +2%
WI
56
WrapManager Inc
California
$23.6M +$1.92M +57,257 +9%
RWM
57
RMG Wealth Management
Wisconsin
$23.6M +$23.6M +706,171 New
HPA
58
High Probability Advisors
New York
$22.8M +$703K +20,934 +3%
WCWM
59
Willow Creek Wealth Management
California
$22.7M +$805K +23,977 +4%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$22.4M -$661K -19,684 -3%
OPPS
61
Obsidian Personal Planning Solutions
Maryland
$22.2M +$550K +16,388 +3%
IA
62
Integrity Alliance
Iowa
$20.4M -$8.76M -260,741 -30%
IIA
63
Integral Investment Advisors
California
$19.6M +$842K +25,068 +4%
CBT
64
Crews Bank & Trust
Florida
$18.8M +$403K +12,005 +2%
GA
65
GoalVest Advisory
New York
$17.6M +$1.84M +54,845 +12%
FGC
66
Financial Gravity Companies
Texas
$16.4M +$16.4M +489,280 New
SF
67
Symphony Financial
Texas
$16.4M +$14.3M +405,576 +661%
CCMG
68
Clark Capital Management Group
Pennsylvania
$15.8M -$4.07M -121,163 -20%
T
69
TrueFG
Texas
$15.6M -$11.1K -332 -0.1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$15.5M +$275K +8,197 +2%
AAS
71
Avantax Advisory Services
Texas
$15.3M +$1.07M +31,822 +8%
AWMS
72
Advocacy Wealth Management Services
Georgia
$15M +$903K +26,877 +6%
Mariner
73
Mariner
Kansas
$13.9M +$706K +21,035 +5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$13.7M -$30M -893,138 -69%
LG
75
Leuthold Group
Minnesota
$13M +$2.06M +61,282 +19%
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