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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
$6.28M -$673K -21,174 -10%
FA
102
FDx Advisors
Illinois
$6.05M -$490K -15,419 -8%
FIM
103
Freedom Investment Management
Connecticut
$5.88M +$1.71M +53,914 +43%
MNG
104
Manning & Napier Group
New York
$5.84M
Financial Engines Advisors
105
Financial Engines Advisors
California
$5.84M -$12.4M -391,018 -69%
FTUS
106
Flow Traders U.S.
New York
$5.75M +$5.57M +175,254 New
BC
107
Bartlett & Co
Ohio
$5.49M +$57.8K +1,820 +1%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$5.49M +$57.8K +1,820 +1%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$5.49M +$268K +8,423 +5%
FFP
110
Forbes Financial Planning
Rhode Island
$5.4M +$748K +23,524 +17%
CWM
111
Cornerstone Wealth Management
Missouri
$5.3M +$693K +21,822 +16%
AWA
112
Aquire Wealth Advisors
Utah
$5.22M +$139K +4,379 +3%
HA
113
Hofer & Associates
California
$5.17M -$231K -7,279 -4%
GAA
114
Guardian Asset Advisors
Pennsylvania
$5.13M +$4.97M +156,299 New
FDDB
115
Fidelity D&D Bancorp
Pennsylvania
$5.11M -$528K -16,616 -10%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$4.89M -$365K -11,500 -7%
TCM
117
Towercrest Capital Management
Pennsylvania
$4.88M -$160K -5,026 -3%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$4.83M
VIM
119
Vista Investment Management
Pennsylvania
$4.82M +$46.9K +1,476 +1%
MFG
120
Merit Financial Group
Georgia
$4.68M -$1.85M -58,112 -29%
SCA
121
Snowden Capital Advisors
New York
$4.68M +$21K +661 +0.5%
WF
122
Wayfinding Financial
Washington
$4.65M +$931K +29,306 +26%
FPAS
123
Focus Partners Advisor Solutions
Missouri
$4.64M -$143K -4,512 -3%
EWA
124
EP Wealth Advisors
California
$4.59M +$4.28M +134,725 +2,673%
RC
125
Roundview Capital
New Jersey
$4.58M +$735K +23,133 +20%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.