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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
101
Bank Hapoalim BM
Israel
$8.41M
GB
102
Gunma Bank
Japan
$8.19M +$2.32M +70,000 +39%
MCM
103
MAI Capital Management
Ohio
$8.16M +$8.24M +249,042 New
Marshall Wace
104
Marshall Wace
United Kingdom
$8.04M +$2.03M +61,201 +33%
AI
105
Auour Investments
Massachusetts
$7.99M +$241K +7,276 +3%
PF
106
Phoenix Financial
Israel
$7.91M +$845K +25,541 +12%
ZIM
107
Zacks Investment Management
Illinois
$7.72M +$418K +12,640 +6%
MP
108
Moment Partners
California
$7.68M +$7.76M +234,474 New
KCAM
109
Kagan Cocozza Asset Management
New Jersey
$7.66M +$7.74M +233,793 New
TSS
110
Two Sigma Securities
New York
$7.59M +$6.37M +192,497 +490%
EWM
111
Empirical Wealth Management
Washington
$7.49M +$770K +23,273 +11%
RC
112
Roundview Capital
New Jersey
$7.42M +$870K +26,288 +13%
FFP
113
Forbes Financial Planning
Rhode Island
$7.42M +$797K +24,079 +12%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$7.36M -$811K -24,508 -10%
IP
115
Ignite Planners
California
$7.34M +$290K +8,766 +4%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$7.33M +$1.24M +37,521 +20%
HF
117
HRT Financial
New York
$7.3M +$1.04M +31,307 +16%
VIM
118
Vista Investment Management
Pennsylvania
$7.28M +$558K +16,853 +8%
MML Investors Services
119
MML Investors Services
Massachusetts
$6.95M +$806K +24,362 +13%
M&T Bank
120
M&T Bank
New York
$6.87M -$1.62M -48,882 -19%
GAA
121
Guardian Asset Advisors
Pennsylvania
$6.85M +$220K +6,657 +3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$6.75M +$69.4K +2,097 +1%
Stifel Financial
123
Stifel Financial
Missouri
$6.67M +$113K +3,413 +2%
PG
124
Proffitt & Goodson
Tennessee
$6.67M +$30.8K +931 +0.5%
FAIM
125
Financial Advocates Investment Management
Washington
$6.65M +$169K +5,107 +3%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.