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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$8.46M -$480K -14,854 -5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$8.36M -$715K -22,135 -8%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$8.25M +$6.55M +202,759 +375%
BHB
79
Bank Hapoalim BM
Israel
$7.68M
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$7.35M +$1.58M +48,903 +27%
FA
81
FDx Advisors
Illinois
$7.08M -$960K -29,729 -12%
DAS
82
Dynamic Advisor Solutions
Arizona
$7.05M +$659K +20,402 +10%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$7.04M +$506K +15,669 +8%
CM
84
Cornerstone Management
Georgia
$7.02M +$384K +11,889 +6%
FHA
85
Flagship Harbor Advisors
Massachusetts
$6.91M +$2.33M +72,097 +50%
WWP
86
WR Wealth Planners
Missouri
$6.83M +$358K +11,095 +6%
SA
87
Shilanski & Associates
Alaska
$6.72M +$120K +3,706 +2%
SPIA
88
Steward Partners Investment Advisory
New York
$6.57M +$338K +10,472 +5%
AP
89
Appleton Partners
Massachusetts
$6.57M +$244K +7,563 +4%
MNG
90
Manning & Napier Group
New York
$6.29M
PG
91
Proffitt & Goodson
Tennessee
$6.24M -$1.76M -54,404 -22%
AI
92
Auour Investments
Massachusetts
$6.08M +$6.11M +189,239 New
HF
93
HRT Financial
New York
$5.96M +$5.99M +185,629 New
Stifel Financial
94
Stifel Financial
Missouri
$5.87M +$445K +13,779 +8%
MFG
95
Merit Financial Group
Georgia
$5.82M +$1.68M +51,984 +40%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$5.51M +$647K +20,040 +13%
CM
97
Columbus Macro
Pennsylvania
$5.43M -$427K -13,237 -7%
PA
98
Probity Advisors
Texas
$5.41M +$5.44M +168,430 New
EWM
99
Empirical Wealth Management
Washington
$5.28M +$49.2K +1,523 +0.9%
HA
100
Hofer & Associates
California
$5.27M +$247K +7,654 +5%

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.