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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
LC
151
Legacy CG
Texas
$1.23M +$362K +10,960 +41%
VIM
152
Vista Investment Management
Pennsylvania
$1.18M -$481K -14,541 -29%
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$1.17M -$22.2K -671 -2%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$1.17M
Betterment LLC
155
Betterment LLC
New York
$1.15M +$954K +28,845 +443%
WA
156
Wealthstar Advisors
Texas
$1.14M -$46.9K -1,418 -4%
APCM
157
Alaska Permanent Capital Management
Alaska
$1.09M +$288K +8,720 +35%
KAS
158
Kestra Advisory Services
Texas
$1.07M -$582K -17,614 -35%
PA
159
PFG Advisors
Arizona
$1.07M +$40.9K +1,238 +4%
WEG
160
World Equity Group
Illinois
$1M -$73.4K -2,220 -7%
IAN
161
Integrated Advisors Network
Texas
$989K +$1M +30,296 New
PC
162
Pecaut & Co
Iowa
$981K -$530K -16,019 -35%
TC
163
Trilogy Capital
California
$973K -$160K -4,845 -14%
TPWM
164
Twelve Points Wealth Management
Massachusetts
$938K +$334K +10,100 +54%
ACK
165
Andrew C. Karlinski
$931K +$484K +14,629 +105%
DI
166
DFPG Investments
Utah
$923K -$28.7K -868 -3%
G
167
GenTrust
Florida
$899K -$194K -5,865 -18%
CFGS
168
Concourse Financial Group Securities
Alabama
$888K +$136K +4,115 +18%
UCFA
169
United Capital Financial Advisors
Texas
$879K +$556K +16,802 +166%
RTL
170
Red Tortoise LLC
Georgia
$873K +$4.63K +140 +0.5%
GFS
171
GYL Financial Synergies
Connecticut
$865K -$21.1K -638 -2%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$851K +$179K +5,426 +26%
JWS
173
Juncture Wealth Strategies
Arizona
$848K +$859K +25,994 New
FMWA
174
Forvis Mazars Wealth Advisors
Missouri
$838K +$850K +25,696 New
FWP
175
FAS Wealth Partners
Kansas
$831K -$298 -9 -0%

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.