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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

400 hedge funds and large institutions have $4.52B invested in 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.

Holders
400
Holders Change
-16
Holders Change %
-3.85%
% of All Funds
6.4%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
44
Increased
161
Reduced
134
Closed
53
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
-$31K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$142M
2
LPL Financial
2
LPL Financial
California
$334M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.8M
4
AIMU
4
Allianz Investment Management US
Minnesota
$112M
5
Charles Schwab
5
Charles Schwab
California
$689M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$73.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CC
5
Centiva Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$2.72M 83,862 +6,783 +9%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$2.66M 81,830 -87,392 -52%
FIM
153
Freedom Investment Management
Connecticut
$2.63M 81,016 +81,016 New
BBA
154
BLB&B Advisors
Pennsylvania
$2.6M 80,128 +237 +0.3%
FPCG
155
Forum Private Client Group
Indiana
$2.6M 80,046 +1,433 +2%
BW
156
BIP Wealth
Georgia
$2.6M 79,877 +79,877 New
AWMG
157
Alliance Wealth Management Group
New Jersey
$2.59M 79,573 -10,705 -12%
HPC
158
HM Payson & Co
Maine
$2.58M 79,554 – –
ASN
159
Advisory Services Network
Georgia
$2.55M 78,435 +13,475 +21%
MPW
160
MGO Private Wealth
California
$2.53M 77,775 -19,783 -20%
AI
161
Atria Investments
North Carolina
$2.5M 76,813 -376 -0.5%
CA
162
Cetera Advisors
Colorado
$2.42M 74,491 +5,066 +7%
PFG
163
Pacific Financial Group
Washington
$2.39M 73,642 +434 +0.6%
TA
164
TrueWealth Advisors
Alabama
$2.32M 71,405 +18,327 +35%
CPRC
165
Consolidated Portfolio Review Corp
New York
$2.26M 69,488 +69,488 New
SI
166
Stephens Inc
Arkansas
$2.25M 69,317 -508 -0.7%
WT
167
Whittier Trust
California
$2.23M 68,711 -3,483 -5%
EGA
168
E&G Advisors
Texas
$2.21M 68,111 +1,030 +2%
PC
169
Pecaut & Co
Iowa
$2.13M 65,485 +5,878 +10%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$2.1M 64,699 +458 +0.7%
CI
171
Conning Inc
Connecticut
$2.05M 62,970 – –
WCWM
172
Willow Creek Wealth Management
California
$1.94M 59,749 -5,027 -8%
KIG
173
Kowal Investment Group
Wisconsin
$1.93M 59,476 +15,535 +35%
WEG
174
World Equity Group
Illinois
$1.91M 231,522 +199,321 +619%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.89M 58,030 -2,699 -4%
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