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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$6.02M +$1.65M +49,586 +38%
FIM
127
Freedom Investment Management
Connecticut
$6.01M +$391K +11,756 +7%
MNA
128
Manning & Napier Advisors
New York
$5.96M -$252K -7,595 -4%
Financial Engines Advisors
129
Financial Engines Advisors
California
$5.85M -$11K -330 -0.2%
ICMP
130
Integrated Capital Management (Pennsylvania)
Pennsylvania
$5.8M -$182K -5,464 -3%
WIA
131
Wetzel Investment Advisors
Indiana
$5.68M +$5.49M +165,068 +4,871%
AWA
132
Aquire Wealth Advisors
Utah
$5.67M +$97.5K +2,934 +2%
SF
133
Summit Financial
New Jersey
$5.61M +$2.9M +87,416 +110%
AWA
134
ARQ Wealth Advisors
Arizona
$5.58M +$5.55M +166,875 New
BCWM
135
Bartlett & Co Wealth Management
Ohio
$5.47M -$35.1K -1,057 -0.6%
FTUS
136
Flow Traders U.S.
New York
$5.44M +$5.36M +161,292 New
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$5.36M +$126K +3,799 +2%
FDDB
138
Fidelity D&D Bancorp
Pennsylvania
$5.34M +$586K +17,629 +13%
IFA
139
Interactive Financial Advisors
Illinois
$5.25M +$111K +3,339 +2%
TCM
140
Towercrest Capital Management
Pennsylvania
$5.08M -$66.1K -1,988 -1%
SCA
141
Snowden Capital Advisors
New York
$4.97M +$825K +24,822 +20%
FVWA
142
Foster Victor Wealth Advisors
South Carolina
$4.92M +$67.6K +2,034 +1%
AFP
143
Ausdal Financial Partners
Iowa
$4.86M +$80.5K +2,423 +2%
JP Morgan Chase
144
JP Morgan Chase
New York
$4.86M +$698K +20,991 +17%
SPG
145
Strategic Planning Group
Utah
$4.81M +$1.58M +47,437 +50%
NP
146
Nilsine Partners
Colorado
$4.68M +$263K +7,929 +6%
SA
147
Sanctuary Advisors
Indiana
$4.63M -$347K -10,435 -7%
B
148
Bailard
California
$4.6M +$1.16M +34,824 +34%
SWP
149
Stratos Wealth Partners
Ohio
$4.49M +$725K +21,829 +20%
PWM
150
Perigon Wealth Management
California
$4.27M -$92K -2,768 -2%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.