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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

487 hedge funds and large institutions have $6.39B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 53 closing their positions.

Holders
487
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
7.08%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
64
Increased
220
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.41B
2
LPL Financial
2
LPL Financial
California
$1.06B
3
Morgan Stanley
3
Morgan Stanley
New York
$140M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$287M
5
HGA
5
Hobbs Group Advisors
South Carolina
$17.9M

Top Sellers

1
GIM
1
GE Investment Management
Connecticut
$1.09M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
Wells Fargo
3
Wells Fargo
California
$193M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$66.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
126
Sanctuary Advisors
Indiana
$4.85M 150,821 +150,821 New
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$4.79M 145,658 +2,567 +2%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$4.79M 146,989 +27,404 +23%
AFP
129
Ausdal Financial Partners
Iowa
$4.62M 141,780 +7,824 +6%
FDDB
130
Fidelity D&D Bancorp
Pennsylvania
$4.59M 140,867 -27,828 -16%
BRWA
131
B. Riley Wealth Advisors
Florida
$4.39M 134,922 +123,326 +1,064%
LGW
132
Leslie Global Wealth
Illinois
$4.27M 131,166 +131,166 New
NP
133
Nilsine Partners
Colorado
$4.26M 130,846 +6,570 +5%
PWM
134
Perigon Wealth Management
California
$4.22M 129,557 -312 -0.2%
SPC
135
Sigma Planning Corp
Michigan
$4.2M 129,068 -1,549 -1%
1IA
136
1620 Investment Advisors
Massachusetts
$4.03M 123,804 +4,864 +4%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$4.01M 123,037 -234,923 -66%
SPIA
138
Steward Partners Investment Advisory
New York
$3.99M 122,633 -14,407 -11%
SCA
139
Snowden Capital Advisors
New York
$3.99M 122,536 +4,023 +3%
Truist Financial
140
Truist Financial
North Carolina
$3.96M 121,697 +30,549 +34%
FM
141
Foster & Motley
Ohio
$3.94M 121,049 +2,829 +2%
IWC
142
Integrated Wealth Concepts
Massachusetts
$3.88M 119,105 +6,135 +5%
AWM
143
Adams Wealth Management
Utah
$3.8M 116,718 -1,693 -1%
CI
144
CacheTech Inc
Utah
$3.8M 116,718 +116,718 New
SP
145
SWS Partners
Ohio
$3.76M 115,479 +40 +0%
TPW
146
Transatlantique Private Wealth
New York
$3.75M 115,295 +36,991 +47%
WFS
147
Walker Financial Services
Kentucky
$3.75M 115,205 +10,505 +10%
SL
148
Systelligence LLC
Minnesota
$3.67M 112,775 -525 -0.5%
DIM
149
DLK Investment Management
California
$3.66M 112,330 +3,639 +3%
SWP
150
Stratos Wealth Partners
Ohio
$3.63M 111,508 +20,080 +22%
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6
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