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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

483 hedge funds and large institutions have $6.82B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
483
Holders Change
+30
Holders Change %
+6.62%
% of All Funds
7%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
77
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$4K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$959M
2
GIM
2
GE Investment Management
Connecticut
$517M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$99.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$23.9M
2
FGAM
2
Financial Gravity Asset Management
Texas
$26.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.9M
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$356K
Name Market Value Shares Shares
Change 		Shares
Change %
LG
76
Leuthold Group
Minnesota
$9.28M 284,028 +284,028 New
BCI
77
Brinker Capital Investments
Pennsylvania
$9.24M 282,718 -13,171 -4%
OPS
78
Orion Portfolio Solutions
Nebraska
$9.24M 282,718 -13,171 -4%
LFPWM
79
Leicht Financial Planning & Wealth Management
New Jersey
$9.21M 281,791 +22,049 +8%
F4L
80
Fortune 45 LLC
Louisiana
$9.04M 275,781 +19,849 +8%
AFS
81
Amtrust Financial Services
New York
$8.84M 270,400 – –
SA
82
Shilanski & Associates
Alaska
$8.54M 261,175 +16,192 +7%
OPPS
83
Obsidian Personal Planning Solutions
Maryland
$8.24M 256,481 +256,481 New
5SA
84
5th Street Advisors
Connecticut
$8.21M 251,072 +251,072 New
CIM
85
Confluence Investment Management
Missouri
$8.07M 246,764 -2,069 -0.8%
BHB
86
Bank Hapoalim BM
Israel
– – – –
FFM
87
Flagstone Financial Management
Nebraska
$7.51M 229,744 -391,721 -63%
AP
88
Appleton Partners
Massachusetts
$7.45M 228,012 -2,008 -0.9%
CM
89
Cornerstone Management
Georgia
$7.43M 227,417 – –
EWM
90
Empirical Wealth Management
Washington
$7.38M 225,860 +2,936 +1%
FIM
91
Freedom Investment Management
Connecticut
$7.16M 219,028 +39,945 +22%
GRP
92
Global Retirement Partners
California
$7.13M 218,107 +91,515 +72%
FA
93
FDx Advisors
Illinois
$6.95M 212,521 +28,217 +15%
FHA
94
Flagship Harbor Advisors
Massachusetts
$6.84M 209,158 -103 -0%
AI
95
Auour Investments
Massachusetts
$6.75M 206,386 +1,351 +0.7%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$6.7M 205,000 -58,000 -22%
GAA
97
Guardian Asset Advisors
Pennsylvania
$6.58M 201,176 +44,877 +29%
AAS
98
Avantax Advisory Services
Texas
$6.47M 198,000 +59,092 +43%
PG
99
Proffitt & Goodson
Tennessee
$6.43M 196,826 -438 -0.2%
Stifel Financial
100
Stifel Financial
Missouri
$6.29M 192,500 +234 +0.1%
2 3
4
5 6