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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Bartlett & Co
Ohio
$5.25M +$2.1K +65 +0%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$5.24M +$2.1K +65 +0%
Cerity Partners
103
Cerity Partners
New York
$5.22M +$4.89M +151,594 +1,385%
ZIM
104
Zacks Investment Management
Illinois
$5.19M -$806K -24,954 -13%
NEI
105
Northwest & Ethical Investments
Ontario, Canada
$5.15M
BCP
106
Blue Chip Partners
Michigan
$5.08M +$29.7K +921 +0.6%
AWA
107
Aquire Wealth Advisors
Utah
$5.05M +$113K +3,487 +2%
WCWM
108
Willow Creek Wealth Management
California
$4.91M +$3.01M +93,191 +156%
FPAS
109
Focus Partners Advisor Solutions
Missouri
$4.74M +$4.77M +147,604 New
PIWA
110
Prevail Innovative Wealth Advisors
Kansas
$4.73M +$4.75M +147,249 New
Corient Private Wealth
111
Corient Private Wealth
Florida
$4.72M -$372K -11,506 -7%
TCM
112
Towercrest Capital Management
Pennsylvania
$4.63M +$103K +3,188 +2%
AWM
113
Adams Wealth Management
Utah
$4.55M -$123K -3,796 -3%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$4.52M +$277K +8,586 +7%
AFP
115
Ausdal Financial Partners
Iowa
$4.49M +$160K +4,965 +4%
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$4.47M -$90K -2,786 -2%
CA
117
CSM Advisors
Pennsylvania
$4.33M
NRA
118
NSI Retail Advisors
Pennsylvania
$4.33M
FM
119
Foster & Motley
Ohio
$4.28M -$71.6K -2,218 -2%
CIAS
120
CFS Investment Advisory Services
New Jersey
$4.27M -$8.14K -252 -0.2%
FFP
121
Forbes Financial Planning
Rhode Island
$4.27M -$3.65K -113 -0.1%
VIM
122
Vista Investment Management
Pennsylvania
$4.22M +$1.29M +40,087 +44%
SL
123
Systelligence LLC
Minnesota
$4.19M +$1.35M +41,892 +47%
VRM
124
Vectors Research Management
New York
$4.09M -$829K -25,670 -17%
CC
125
Courier Capital
New York
$4.06M +$4.09M +126,537 New

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.