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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cornerstone Wealth Management
Missouri
$4.04M +$932K +28,865 +30%
PI
127
PFS Investments
Georgia
$3.97M +$380K +11,775 +11%
NAM
128
NorthCrest Asset Manangement
Minnesota
$3.94M -$53.2K -1,648 -1%
RFN
129
RDA Financial Network
Iowa
$3.91M -$37.4K -1,157 -0.9%
RVPG
130
Relative Value Partners Group
$3.82M -$126K -3,897 -3%
MCC
131
Money Concepts Capital
Florida
$3.79M +$3.35M +103,898 +741%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$3.68M +$170K +5,276 +5%
1IA
133
1620 Investment Advisors
Massachusetts
$3.62M +$95.2K +2,949 +3%
SCA
134
Snowden Capital Advisors
New York
$3.61M +$304K +9,414 +9%
WAS
135
Wealth Advisory Solutions
Indiana
$3.57M -$17K -525 -0.5%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$3.53M -$340K -10,539 -9%
MWM
137
Marion Wealth Management
Pennsylvania
$3.51M -$63K -1,952 -2%
TB
138
Treynor Bancshares
Iowa
$3.5M +$104K +3,207 +3%
FIM
139
Freedom Investment Management
Connecticut
$3.43M +$837K +25,936 +32%
GRP
140
Global Retirement Partners
California
$3.42M +$36.9K +1,143 +1%
WTC
141
WhitTier Trust Company
Nevada
$3.4M -$449K -13,918 -12%
AWA
142
Arete Wealth Advisors
Illinois
$3.36M -$1.24M -38,373 -27%
SPC
143
Sigma Planning Corp
Michigan
$3.27M +$409K +12,676 +14%
AA
144
ALPS Advisors
Colorado
$3.21M +$20.7K +640 +0.6%
AAS
145
Avantax Advisory Services
Texas
$3.2M +$506K +15,682 +19%
SAM
146
SignalPoint Asset Management
Missouri
$3.2M -$50.7K -1,571 -2%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$3.19M +$568K +17,586 +21%
FPWM
148
FSB Premier Wealth Management
Iowa
$3.15M -$290K -8,992 -8%
SP
149
SWS Partners
Ohio
$3.11M -$1.13K -35 -0%
CCFM
150
Clear Creek Financial Management
Washington
$3.08M -$1.49M -46,289 -33%

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.