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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
PF
101
Phoenix Financial
Israel
$7.28M +$438K +13,175 +6%
IP
102
Ignite Planners
California
$7.27M +$1.79M +53,922 +33%
CWM
103
Cornerstone Wealth Management
Missouri
$7.19M +$584K +17,574 +9%
AA
104
Axiom Advisory
California
$7.17M +$1.85M +55,612 +35%
Goldman Sachs
105
Goldman Sachs
New York
$6.95M +$4.86M +146,108 +243%
FA
106
FDx Advisors
Illinois
$6.93M -$138K -4,156 -2%
EWM
107
Empirical Wealth Management
Washington
$6.93M -$676K -20,332 -9%
VIM
108
Vista Investment Management
Pennsylvania
$6.92M +$492K +14,792 +8%
FHA
109
Flagship Harbor Advisors
Massachusetts
$6.87M -$527K -15,846 -7%
PG
110
Proffitt & Goodson
Tennessee
$6.83M +$273K +8,204 +4%
GAA
111
Guardian Asset Advisors
Pennsylvania
$6.82M -$1.46M -43,840 -18%
FFP
112
Forbes Financial Planning
Rhode Island
$6.82M +$182K +5,481 +3%
RC
113
Roundview Capital
New Jersey
$6.75M +$267K +8,042 +4%
Stifel Financial
114
Stifel Financial
Missouri
$6.75M +$286K +8,611 +4%
FAIM
115
Financial Advocates Investment Management
Washington
$6.67M +$1.11M +33,437 +20%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$6.62M +$166K +5,000 +3%
VWWMG
117
Vermillion & White Wealth Management Group
Pennsylvania
$6.52M -$109K -3,282 -2%
HF
118
HRT Financial
New York
$6.46M +$2.69M +80,868 +73%
AA
119
ALPS Advisors
Colorado
$6.41M -$173K -5,195 -3%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$6.37M +$965K +29,038 +18%
MML Investors Services
121
MML Investors Services
Massachusetts
$6.33M -$249K -7,490 -4%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$6.27M +$1.3M +39,128 +27%
Marshall Wace
123
Marshall Wace
United Kingdom
$6.21M
AIMU
124
Allianz Investment Management US
Minnesota
$6.12M
GB
125
Gunma Bank
Japan
$6.07M +$2.33M +70,000 +64%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.