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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WWP
76
WR Wealth Planners
Missouri
$7.56M 240,309 +27,522 +13%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$7.45M 237,000 +8,000 +3%
WCWM
78
Willow Creek Wealth Management
California
$7.34M 233,464 +80,524 +53%
SA
79
Shilanski & Associates
Alaska
$7.13M 226,722 +17,509 +8%
IIA
80
Integral Investment Advisors
California
$7.06M 224,393 -69,952 -24%
CM
81
Cornerstone Management
Georgia
$6.91M 219,776 +1,200 +0.5%
AP
82
Appleton Partners
Massachusetts
$6.9M 219,353 +14,857 +7%
FHA
83
Flagship Harbor Advisors
Massachusetts
$6.85M 217,947 +2,784 +1%
ZIM
84
Zacks Investment Management
Illinois
$6.78M 215,505 +53,882 +33%
WP
85
WealthSource Partners
California
$6.68M 212,388 +212,388 New
SPIA
86
Steward Partners Investment Advisory
New York
$6.67M 212,208 +7,472 +4%
AI
87
Auour Investments
Massachusetts
$6.44M 205,997 +16,758 +9%
MFG
88
Merit Financial Group
Georgia
$6.31M 200,611 +19,346 +11%
FA
89
FDx Advisors
Illinois
$6.28M 199,723 -20,793 -9%
MNG
90
Manning & Napier Group
New York
– – – –
PG
91
Proffitt & Goodson
Tennessee
$6.19M 196,756 +2,296 +1%
HWP
92
Hibernia Wealth Partners
Louisiana
$6.12M 194,713 +194,713 New
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$6.12M 194,704 +194,704 New
Stifel Financial
94
Stifel Financial
Missouri
$5.88M 186,973 +4,137 +2%
Squarepoint
95
Squarepoint
New York
$5.69M 180,825 -3,068,396 -94%
EWM
96
Empirical Wealth Management
Washington
$5.46M 173,568 +9,149 +6%
FDDB
97
Fidelity D&D Bancorp
Pennsylvania
$5.42M 172,353 +172,353 New
Truist Financial
98
Truist Financial
North Carolina
$5.28M 167,759 +107,324 +178%
BC
99
Bartlett & Co
Ohio
$5.2M 165,269 +1,928 +1%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$5.2M 165,269 +1,928 +1%
2 3
4
5 6