State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
400 hedge funds and large institutions have $4.52B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 134 reducing their positions, and 53 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 134
0.12% less ownership
Funds ownership: 69.66% → 69.53% (-0.12%)
4% less funds holding
Funds holding: 416 → 400 (-16)
15% less funds holding in top 10
Funds holding in top 10: 34 → 29 (-5)
17% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 53
46% less capital invested
Capital invested by funds: $8.33B → $4.52B (-$3.81B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$118M |
| 2 |
LPL Financial
San Diego,
California
|
+$84M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$78.2M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$66.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$195M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$68.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$45.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$29.3M |
| 5 |
CC
Centiva Capital
New York
|
-$19.1M |
SPIB Hedge Fund Activity: Q1 2023 in Review
400 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2023, worth a combined $4.52B — down 46% from $8.33B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of SPIB and 44 opened new positions — a net loss of 9 holders — while 134 trimmed existing stakes and 161 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $118M. The largest seller was Jane Street, cutting an estimated $195M.
- 400 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2023, down from 416 in Q4 2022.
- Funds reported $4.52B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2023, down 46% quarter-over-quarter.
- 44 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2023 and 53 closed out, a net change of -9 holders.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $118M added.
- The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2023.