We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
LG
76
Leuthold Group
Minnesota
$9.28M +$9.27M +284,028 New
BCI
77
Brinker Capital Investments
Pennsylvania
$9.24M -$430K -13,171 -4%
OPS
78
Orion Portfolio Solutions
Nebraska
$9.24M -$430K -13,171 -4%
LFPWM
79
Leicht Financial Planning & Wealth Management
New Jersey
$9.21M +$719K +22,049 +8%
F4L
80
Fortune 45 LLC
Louisiana
$9.04M +$647K +19,849 +8%
AFS
81
Amtrust Financial Services
New York
$8.84M
SA
82
Shilanski & Associates
Alaska
$8.54M +$528K +16,192 +7%
OPPS
83
Obsidian Personal Planning Solutions
Maryland
$8.24M +$8.37M +256,481 New
5SA
84
5th Street Advisors
Connecticut
$8.21M +$8.19M +251,072 New
CIM
85
Confluence Investment Management
Missouri
$8.07M -$67.5K -2,069 -0.8%
BHB
86
Bank Hapoalim BM
Israel
$8.05M
FFM
87
Flagstone Financial Management
Nebraska
$7.51M -$12.8M -391,721 -63%
AP
88
Appleton Partners
Massachusetts
$7.45M -$65.5K -2,008 -0.9%
CM
89
Cornerstone Management
Georgia
$7.43M
EWM
90
Empirical Wealth Management
Washington
$7.38M +$95.8K +2,936 +1%
FIM
91
Freedom Investment Management
Connecticut
$7.16M +$1.3M +39,945 +22%
GRP
92
Global Retirement Partners
California
$7.13M +$2.99M +91,515 +72%
FA
93
FDx Advisors
Illinois
$6.95M +$920K +28,217 +15%
FHA
94
Flagship Harbor Advisors
Massachusetts
$6.84M -$3.36K -103 -0%
AI
95
Auour Investments
Massachusetts
$6.75M +$44.1K +1,351 +0.7%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$6.7M -$1.89M -58,000 -22%
GAA
97
Guardian Asset Advisors
Pennsylvania
$6.58M +$1.46M +44,877 +29%
AAS
98
Avantax Advisory Services
Texas
$6.47M +$1.93M +59,092 +43%
PG
99
Proffitt & Goodson
Tennessee
$6.43M -$14.3K -438 -0.2%
Stifel Financial
100
Stifel Financial
Missouri
$6.29M +$7.63K +234 +0.1%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.