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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
76
Duff & Phelps Investment Management
Illinois
$12.2M +$123K +3,700 +1%
RJA
77
Raymond James & Associates
Florida
$12M -$1.29M -38,868 -10%
5SA
78
5th Street Advisors
Connecticut
$11.8M +$1.56M +47,003 +16%
PS
79
Principal Securities
Iowa
$11.4M +$4.97M +149,659 +80%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$437K +13,146 +4%
F4L
81
Fortune 45 LLC
Louisiana
$10.7M +$1.08M +32,466 +11%
Truist Financial
82
Truist Financial
North Carolina
$10.7M +$6.47M +194,819 +160%
HB
83
HTLF Bank
Colorado
$10.6M +$5.34M +160,717 +104%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$10M +$169K +5,099 +2%
BCI
85
Brinker Capital Investments
Pennsylvania
$9.93M -$31.4K -946 -0.3%
OPS
86
Orion Portfolio Solutions
Nebraska
$9.93M -$31.4K -946 -0.3%
LFPWM
87
Leicht Financial Planning & Wealth Management
New Jersey
$9.81M +$16K +482 +0.2%
BHB
88
Bank Hapoalim BM
Israel
$9.8M
Mariner
89
Mariner
Kansas
$9.43M +$2.26M +67,910 +32%
AAS
90
Avantax Advisory Services
Texas
$9.21M +$1M +30,165 +12%
AFS
91
Amtrust Financial Services
New York
$9.12M
GRP
92
Global Retirement Partners
California
$9.1M -$501K -15,077 -5%
SA
93
Shilanski & Associates
Alaska
$8.87M -$227K -6,823 -3%
M&T Bank
94
M&T Bank
New York
$8.72M +$134K +4,028 +2%
GA
95
GoalVest Advisory
New York
$8.57M +$780K +23,483 +10%
SSWM
96
Sheets Smith Wealth Management
North Carolina
$8.4M +$1.93M +57,940 +30%
AP
97
Appleton Partners
Massachusetts
$8.28M +$397K +11,950 +5%
CIM
98
Confluence Investment Management
Missouri
$8M -$244K -7,340 -3%
AI
99
Auour Investments
Massachusetts
$7.8M +$808K +24,328 +12%
ZIM
100
Zacks Investment Management
Illinois
$7.52M +$1.25M +37,537 +20%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.