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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$14.1M +$303K +9,162 +2%
LG
77
Leuthold Group
Minnesota
$14.1M +$53.1K +1,605 +0.4%
FGC
78
Financial Gravity Companies
Texas
$13.9M +$383K +11,560 +3%
WA
79
Waverly Advisors
Alabama
$13.8M +$789K +23,849 +6%
AWMS
80
Advocacy Wealth Management Services
Georgia
$13.5M +$13.7M +412,390 New
CWM
81
Cabot Wealth Management
Massachusetts
$13.1M +$606K +18,294 +5%
DPIM
82
Duff & Phelps Investment Management
Illinois
$12M +$122K +3,700 +1%
UBP
83
Union Bancaire Privee
Switzerland
$11.9M +$12M +363,549 New
AAS
84
Avantax Advisory Services
Texas
$11.5M +$2.6M +78,501 +29%
FFA
85
Farther Finance Advisors
California
$11.4M -$3.72M -112,530 -24%
Mariner
86
Mariner
Kansas
$10.4M +$1.21M +36,630 +13%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$10.3M +$608K +18,376 +6%
HB
88
HTLF Bank
Colorado
$10.1M -$297K -8,964 -3%
GRP
89
Global Retirement Partners
California
$10M +$1.19M +35,959 +13%
BCI
90
Brinker Capital Investments
Pennsylvania
$9.97M +$326K +9,857 +3%
OPS
91
Orion Portfolio Solutions
Nebraska
$9.97M +$326K +9,857 +3%
F4L
92
Fortune 45 LLC
Louisiana
$9.97M -$461K -13,939 -4%
WF
93
Wayfinding Financial
Washington
$9.66M -$3.75M -113,225 -28%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$9.62M +$84.6K +2,556 +0.9%
AA
95
ALPS Advisors
Colorado
$9.22M +$3.02M +91,280 +48%
SA
96
Shilanski & Associates
Alaska
$8.91M +$293K +8,844 +3%
AFS
97
Amtrust Financial Services
New York
$8.86M
AP
98
Appleton Partners
Massachusetts
$8.65M +$615K +18,570 +8%
CWM
99
Cornerstone Wealth Management
Missouri
$8.54M +$1.56M +47,250 +22%
PS
100
Principal Securities
Iowa
$8.43M -$2.67M -80,597 -24%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.