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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$9.66M -$171K -5,389 -2%
OPS
77
Orion Portfolio Solutions
Nebraska
$9.66M -$171K -5,389 -2%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$9.06M +$505K +15,889 +6%
AFS
79
Amtrust Financial Services
New York
$8.88M
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$8.63M +$826K +26,000 +11%
LFPWM
81
Leicht Financial Planning & Wealth Management
New Jersey
$8.53M -$330K -10,369 -4%
F4L
82
Fortune 45 LLC
Louisiana
$8.4M +$8.13M +255,932 New
CIM
83
Confluence Investment Management
Missouri
$8.17M -$386K -12,155 -5%
SA
84
Shilanski & Associates
Alaska
$8.04M +$580K +18,261 +8%
WWP
85
WR Wealth Planners
Missouri
$7.91M +$23.6K +742 +0.3%
IIA
86
Integral Investment Advisors
California
$7.85M +$465K +14,643 +7%
ZIM
87
Zacks Investment Management
Illinois
$7.69M +$590K +18,581 +9%
AP
88
Appleton Partners
Massachusetts
$7.55M +$339K +10,667 +5%
CM
89
Cornerstone Management
Georgia
$7.47M +$243K +7,641 +3%
EWM
90
Empirical Wealth Management
Washington
$7.32M +$1.57M +49,356 +28%
BHB
91
Bank Hapoalim BM
Israel
$7.32M
GA
92
GoalVest Advisory
New York
$7.26M +$4.62M +145,371 +192%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$7.22M -$5.01M -157,537 -42%
FHA
94
Flagship Harbor Advisors
Massachusetts
$6.87M -$276K -8,686 -4%
AWM
95
AE Wealth Management
Kansas
$6.7M -$1.93M -60,638 -23%
AI
96
Auour Investments
Massachusetts
$6.7M -$30.6K -962 -0.5%
PG
97
Proffitt & Goodson
Tennessee
$6.48M +$16.1K +508 +0.3%
VWWMG
98
Vermillion & White Wealth Management Group
Pennsylvania
$6.4M +$6.19M +194,935 New
Stifel Financial
99
Stifel Financial
Missouri
$6.31M +$168K +5,293 +3%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$6.28M -$110K -3,474 -2%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.