SPIB icon

SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in 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.

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.64%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.65%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Market Value Shares Shares
Change
Shares
Change %
WP
101
WealthSource Partners
California
$6.28M 191,214 -21,174 -10%
FA
102
FDx Advisors
Illinois
$6.05M 184,304 -15,419 -8%
FIM
103
Freedom Investment Management
Connecticut
$5.88M 179,083 +53,914 +43%
MNG
104
Manning & Napier Group
New York
Financial Engines Advisors
105
Financial Engines Advisors
California
$5.84M 177,780 -391,018 -69%
FTUS
106
Flow Traders U.S.
New York
$5.75M 175,254 +175,254 New
BC
107
Bartlett & Co
Ohio
$5.49M 167,089 +1,820 +1%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$5.49M 167,089 +1,820 +1%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$5.49M 167,177 +8,423 +5%
FFP
110
Forbes Financial Planning
Rhode Island
$5.4M 164,343 +23,524 +17%
CWM
111
Cornerstone Wealth Management
Missouri
$5.3M 161,340 +21,822 +16%
AWA
112
Aquire Wealth Advisors
Utah
$5.22M 158,877 +4,379 +3%
HA
113
Hofer & Associates
California
$5.17M 157,440 -7,279 -4%
GAA
114
Guardian Asset Advisors
Pennsylvania
$5.13M 156,299 +156,299 New
FDDB
115
Fidelity D&D Bancorp
Pennsylvania
$5.11M 155,737 -16,616 -10%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$4.89M 149,000 -11,500 -7%
TCM
117
Towercrest Capital Management
Pennsylvania
$4.88M 148,705 -5,026 -3%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$4.83M 147,168
VIM
119
Vista Investment Management
Pennsylvania
$4.82M 146,675 +1,476 +1%
MFG
120
Merit Financial Group
Georgia
$4.68M 142,499 -58,112 -29%
SCA
121
Snowden Capital Advisors
New York
$4.68M 142,413 +661 +0.5%
WF
122
Wayfinding Financial
Washington
$4.65M 141,629 +29,306 +26%
FPAS
123
Focus Partners Advisor Solutions
Missouri
$4.64M 141,459 -4,512 -3%
EWA
124
EP Wealth Advisors
California
$4.59M 139,765 +134,725 +2,673%
RC
125
Roundview Capital
New Jersey
$4.58M 139,460 +23,133 +20%