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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
TB
101
Treynor Bancshares
Iowa
$3.15M +$168K +5,072 +6%
WCWM
102
Willow Creek Wealth Management
California
$3.06M -$1.02M -30,922 -25%
HighTower Advisors
103
HighTower Advisors
Illinois
$3.02M -$569K -17,206 -16%
AWMG
104
Alliance Wealth Management Group
New Jersey
$2.99M +$35.9K +1,087 +1%
BBA
105
BLB&B Advisors
Pennsylvania
$2.98M -$2.08K -63 -0.1%
VBFP
106
Valtinson Bruner Financial Planning
Minnesota
$2.92M -$73.2K -2,215 -2%
SPIA
107
Steward Partners Investment Advisory
New York
$2.75M -$52.1K -1,577 -2%
WT
108
Whittier Trust
California
$2.75M +$2.45M +74,129 +741%
CWM
109
Cornerstone Wealth Management
Missouri
$2.71M +$292K +8,836 +12%
Mariner
110
Mariner
Kansas
$2.67M +$364K +11,022 +16%
Fisher Asset Management
111
Fisher Asset Management
Washington
$2.66M +$22.6K +683 +0.8%
PFG
112
Pacific Financial Group
Washington
$2.61M -$208K -6,299 -7%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$2.57M -$421K -12,739 -14%
MA
114
MCF Advisors
Kentucky
$2.57M -$232K -7,014 -8%
SCA
115
Snowden Capital Advisors
New York
$2.56M +$69.7K +2,107 +3%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$2.46M -$316K -9,570 -11%
VPW
117
Vericrest Private Wealth
Pennsylvania
$2.18M +$8.5K +257 +0.4%
FWM
118
Foresight Wealth Management
Utah
$2.09M -$87.9K -2,658 -4%
AAS
119
Avantax Advisory Services
Texas
$2.06M +$752K +22,754 +56%
CI
120
Conning Inc
Connecticut
$2.06M -$39.7M -1,199,714 -95%
Renaissance Technologies
121
Renaissance Technologies
New York
$2.05M +$893K +27,000 +76%
AWS
122
Atria Wealth Solutions
New York
$2.04M +$1.6M +48,498 +343%
IA
123
IFP Advisors
Florida
$2.04M
GRP
124
Global Retirement Partners
California
$2.02M +$8.83K +267 +0.4%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$2M +$132K +3,989 +7%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.