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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
126
Foster & Motley
Ohio
$3.77M -$416K -13,230 -10%
RFN
127
RDA Financial Network
Iowa
$3.75M -$81K -2,574 -2%
SWA
128
Stratos Wealth Advisors
Ohio
$3.67M +$3.67M +116,670 New
RC
129
Roundview Capital
New Jersey
$3.66M +$3.66M +116,327 New
VAS
130
Vestmark Advisory Solutions
Massachusetts
$3.64M +$518K +16,460 +17%
RVPG
131
Relative Value Partners Group
$3.6M -$141K -4,473 -4%
GRP
132
Global Retirement Partners
California
$3.57M +$254K +8,136 +8%
WF
133
Wayfinding Financial
Washington
$3.52M +$3.52M +112,323 New
1IA
134
1620 Investment Advisors
Massachusetts
$3.51M -$32.4K -1,031 -0.9%
FVWA
135
Foster Victor Wealth Advisors
South Carolina
$3.5M +$53.9K +1,733 +2%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$3.47M +$1.89M +60,145 +120%
WAS
137
Wealth Advisory Solutions
Indiana
$3.47M -$35.9K -1,142 -1%
KBC
138
Key Bridge Compliance
$3.47M +$3.47M +110,187 New
AAS
139
Avantax Advisory Services
Texas
$3.42M +$292K +9,275 +9%
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
$3.33M -$277K -8,821 -8%
NP
141
Nilsine Partners
Colorado
$3.26M +$3.26M +103,731 New
SAM
142
SignalPoint Asset Management
Missouri
$3.15M +$21.8K +694 +0.7%
SP
143
SWS Partners
Ohio
$3.12M +$68.5K +2,179 +2%
IFA
144
Interactive Financial Advisors
Illinois
$3.12M +$98.5K +3,132 +3%
WFS
145
Walker Financial Services
Kentucky
$3.09M +$223K +7,088 +8%
FPWM
146
FSB Premier Wealth Management
Iowa
$3.09M +$4.15K +132 +0.1%
TA
147
TrueWealth Advisors
Alabama
$3.08M +$148K +4,707 +5%
IP
148
Ignite Planners
California
$3.03M +$2.51M +80,596 +484%
CC
149
Courier Capital
New York
$2.98M -$996K -31,664 -25%
VRM
150
Vectors Research Management
New York
$2.98M -$992K -31,838 -25%
4 5
6
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