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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

490 hedge funds and large institutions have $6.4B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 137

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

5% more funds holding in top 10

Funds holding in top 10: 41 → 43 (+2)

1% more funds holding

Funds holding: 484 → 490 (+6)

2.85% less ownership

Funds ownership: 79.22% → 76.37% (-2.9%)

6% less capital invested

Capital invested by funds: $6.82B → $6.4B (-$426M)

Holders
490
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
7.08%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
65
Increased
221
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$404M
2
LPL Financial
LPL Financial
California
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$48.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.2M

Top Sellers

1
GIM
GE Investment Management
Connecticut
-$511M
2
Wells Fargo
Wells Fargo
California
-$84.2M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$31.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LG
76
Leuthold Group
Minnesota
$9.22M -$30.6K -945 -0.3%
OPPS
77
Obsidian Personal Planning Solutions
Maryland
$9M +$647K +19,988 +8%
BHB
78
Bank Hapoalim BM
Israel
$8.98M – – –
AFS
79
Amtrust Financial Services
New York
$8.8M – – –
SA
80
Shilanski & Associates
Alaska
$8.79M +$284K +8,777 +3%
M&T Bank
81
M&T Bank
New York
$8.29M -$7.11M -219,450 -46%
GAA
82
Guardian Asset Advisors
Pennsylvania
$8.02M +$1.46M +45,153 +22%
CIM
83
Confluence Investment Management
Missouri
$7.96M -$72.7K -2,245 -0.9%
AAS
84
Avantax Advisory Services
Texas
$7.92M +$1.46M +45,167 +23%
FFA
85
Farther Finance Advisors
California
$7.65M +$3.14M +97,088 +70%
Prudential Financial
86
Prudential Financial
New Jersey
$7.62M +$3.07M +94,683 +68%
AP
87
Appleton Partners
Massachusetts
$7.6M +$179K +5,535 +2%
GA
88
GoalVest Advisory
New York
$7.51M +$2.34M +72,140 +46%
EWM
89
Empirical Wealth Management
Washington
$7.35M -$1.23K -38 -0%
FHA
90
Flagship Harbor Advisors
Massachusetts
$7.15M +$340K +10,487 +5%
Mariner
91
Mariner
Kansas
$6.9M +$857K +26,452 +14%
AI
92
Auour Investments
Massachusetts
$6.87M +$150K +4,619 +2%
FA
93
FDx Advisors
Illinois
$6.83M -$92.7K -2,862 -1%
PF
94
Phoenix Financial
Israel
$6.6M +$3.39M +104,793 +107%
FFP
95
Forbes Financial Planning
Rhode Island
$6.41M +$595K +18,363 +10%
VWWMG
96
Vermillion & White Wealth Management Group
Pennsylvania
$6.4M +$214K +6,598 +3%
CWM
97
Cornerstone Wealth Management
Missouri
$6.38M +$637K +19,653 +11%
MML Investors Services
98
MML Investors Services
Massachusetts
$6.36M +$2.27M +70,198 +56%
AA
99
ALPS Advisors
Colorado
$6.36M +$2.31M +71,180 +57%
PG
100
Proffitt & Goodson
Tennessee
$6.33M -$80.8K -2,494 -1%
2 3
4
5 6

SPIB Hedge Fund Activity: Q2 2024 in Review

490 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2024, worth a combined $6.4B — down 6.2% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPIB positions and 53 closed out — a net gain of 12 holders — while 221 added to existing stakes and 137 trimmed.

The largest buyer was Charles Schwab, adding an estimated $404M. The largest seller was GE Investment Management, cutting an estimated $511M.

  • 490 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2024, up from 484 in Q1 2024.
  • Funds reported $6.4B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2024, down 6.2% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2024 and 53 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $404M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2024 was GE Investment Management, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2024.