We are live on ! Find out more
SPIB icon

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
PG
76
Proffitt & Goodson
Tennessee
$6.23M -$3.14M -94,932 -33%
TCM
77
Towercrest Capital Management
Pennsylvania
$6.16M -$276K -8,344 -4%
SFG
78
StrategIQ Financial Group
Indiana
$6.16M -$335K -10,143 -5%
AP
79
Appleton Partners
Massachusetts
$5.95M +$119K +3,611 +2%
BHB
80
Bank Hapoalim BM
Israel
$5.77M
NEI
81
Northwest & Ethical Investments
Ontario, Canada
$5.6M +$5.67M +171,600 New
PA
82
Probity Advisors
Texas
$5.51M +$40.6K +1,229 +0.7%
EWM
83
Empirical Wealth Management
Washington
$5.46M +$2.84M +85,747 +105%
CM
84
Columbus Macro
Pennsylvania
$5.46M +$5.53M +167,217 New
AA
85
ALPS Advisors
Colorado
$5.31M +$5.38M +162,665 New
PVH
86
Psagot Value Holdings
Israel
$5.27M -$65.8K -1,990 -1%
HA
87
Hofer & Associates
California
$5.06M -$8.79K -266 -0.2%
RIG
88
Roosevelt Investment Group
New York
$4.36M +$66.2K +2,002 +2%
WTC
89
WhitTier Trust Company
Nevada
$4.35M +$4.4M +133,187 +443,957%
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$4.18M -$205K -6,191 -5%
AWA
91
Aquire Wealth Advisors
Utah
$4.16M +$373K +11,283 +10%
RFN
92
RDA Financial Network
Iowa
$4.12M -$55.9K -1,691 -1%
1IA
93
1620 Investment Advisors
Massachusetts
$4.1M -$330K -9,983 -7%
RCIM
94
Red Cedar Investment Management
Michigan
$4.09M +$3.6M +108,743 +648%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$3.92M +$926K +27,996 +30%
WCA
96
Westover Capital Advisors
Delaware
$3.87M -$955K -28,884 -20%
SI
97
Stephens Inc
Arkansas
$3.73M -$556K -16,818 -13%
FPWM
98
FSB Premier Wealth Management
Iowa
$3.51M -$97.1K -2,936 -3%
SPWM
99
Straight Path Wealth Management
Michigan
$3.47M -$63.8K -1,931 -2%
AI
100
Atria Investments
North Carolina
$3.23M -$556K -16,803 -14%

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.