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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
101
Vermillion & White Wealth Management Group
Pennsylvania
$6.21M -$157K -4,828 -2%
CA
102
Cetera Advisors
Colorado
$6.08M +$3.32M +101,778 +121%
Mariner
103
Mariner
Kansas
$6.06M +$1.86M +57,081 +44%
VIM
104
Vista Investment Management
Pennsylvania
$5.94M +$1.15M +35,138 +24%
ZIM
105
Zacks Investment Management
Illinois
$5.94M -$1.71M -52,446 -22%
AIMU
106
Allianz Investment Management US
Minnesota
$5.94M -$18.3M -562,222 -76%
FFP
107
Forbes Financial Planning
Rhode Island
$5.83M +$460K +14,116 +9%
ICMP
108
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.82M -$4.07M -124,792 -41%
MNG
109
Manning & Napier Group
New York
$5.79M
CWM
110
Cornerstone Wealth Management
Missouri
$5.76M +$483K +14,817 +9%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$5.69M +$228K +6,998 +4%
Financial Engines Advisors
112
Financial Engines Advisors
California
$5.68M -$133K -4,063 -2%
RC
113
Roundview Capital
New Jersey
$5.59M +$1.03M +31,585 +23%
IFA
114
Interactive Financial Advisors
Illinois
$5.52M +$4.68M +143,536 +566%
FDDB
115
Fidelity D&D Bancorp
Pennsylvania
$5.51M +$423K +12,958 +8%
BCWM
116
Bartlett & Co Wealth Management
Ohio
$5.45M -$8.64K -265 -0.2%
GA
117
GoalVest Advisory
New York
$5.18M -$2.04M -62,546 -28%
AWA
118
ARQ Wealth Advisors
Arizona
$5.17M +$5.16M +158,278 New
AWA
119
Aquire Wealth Advisors
Utah
$5.17M -$20.8K -638 -0.4%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$5.08M +$908K +27,822 +22%
HB
121
HTLF Bank
Colorado
$5.04M +$2.42M +74,166 +93%
TCM
122
Towercrest Capital Management
Pennsylvania
$4.97M +$104K +3,188 +2%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$4.91M +$99.7K +3,057 +2%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$4.61M +$1.01M +30,899 +28%
Prudential Financial
125
Prudential Financial
New Jersey
$4.56M +$1.66M +50,922 +58%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.