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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$1.99M -$17.2K -519 -0.8%
SAM
127
SignalPoint Asset Management
Missouri
$1.99M +$61.8K +1,868 +3%
CIAS
128
CFS Investment Advisory Services
New Jersey
$1.95M -$65.1M -1,968,040 -97%
TC
129
TownSquare Capital
Utah
$1.89M +$90.2K +2,729 +5%
PWM
130
Peterson Wealth Management
Nevada
$1.89M +$140K +4,241 +8%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$1.89M +$89K +2,691 +5%
Stifel Financial
132
Stifel Financial
Missouri
$1.81M +$1.21M +36,549 +193%
BCMO
133
Buckingham Capital Management (Ohio)
Ohio
$1.78M +$1.8M +54,506 New
BFM
134
Boothbay Fund Management
New York
$1.75M +$1.78M +53,716 New
FPCG
135
Forum Private Client Group
Indiana
$1.73M +$1.2M +36,214 +216%
BS
136
Banco Santander
Spain
$1.54M +$1.56M +47,076 New
Prudential Financial
137
Prudential Financial
New Jersey
$1.51M +$737K +22,296 +92%
KWM
138
Kingsview Wealth Management
Oregon
$1.49M +$148K +4,483 +11%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.48M -$337K -10,202 -18%
GWM
140
Geneos Wealth Management
Colorado
$1.42M +$291K +8,811 +26%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$1.4M -$403K -12,193 -22%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$1.35M -$56.7K -1,715 -4%
CCB
143
Country Club Bank
Missouri
$1.35M -$67.2K -2,031 -5%
MFA
144
Mayflower Financial Advisors
Massachusetts
$1.35M -$157K -4,737 -10%
MML Investors Services
145
MML Investors Services
Massachusetts
$1.34M +$187K +5,648 +16%
WWM
146
Western Wealth Management
Colorado
$1.33M +$190K +5,754 +16%
FHA
147
Flagship Harbor Advisors
Massachusetts
$1.31M +$441K +13,349 +50%
BCP
148
Blue Chip Partners
Michigan
$1.3M +$1.32M +39,988 New
IA
149
Insight Advisors
Pennsylvania
$1.3M -$277K -8,377 -18%
RI
150
Rinkey Investments
California
$1.27M -$194K -5,868 -13%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.