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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
151
Interactive Financial Advisors
Illinois
$3.08M +$3.1M +95,948 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$3.03M -$729K -22,591 -19%
TA
153
TrueWealth Advisors
Alabama
$2.99M +$700K +21,668 +30%
IA
154
IFP Advisors
Florida
$2.97M +$1.85M +57,304 +164%
MA
155
MCF Advisors
Kentucky
$2.95M +$71.6K +2,218 +2%
WFS
156
Walker Financial Services
Kentucky
$2.93M +$66.5K +2,061 +2%
KWM
157
Kingsview Wealth Management
Oregon
$2.86M +$112K +3,479 +4%
FPCG
158
Forum Private Client Group
Indiana
$2.82M +$250K +7,741 +10%
ASN
159
Advisory Services Network
Georgia
$2.73M +$208K +6,432 +8%
PFG
160
Pacific Financial Group
Washington
$2.67M +$302K +9,358 +13%
AWMG
161
Alliance Wealth Management Group
New Jersey
$2.63M +$79.7K +2,469 +3%
MML Investors Services
162
MML Investors Services
Massachusetts
$2.6M +$810K +25,071 +45%
HPC
163
HM Payson & Co
Maine
$2.55M
CB
164
Centennial Bank
Arkansas
$2.51M -$562K -17,411 -18%
Fisher Asset Management
165
Fisher Asset Management
Washington
$2.43M -$373K -11,543 -13%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$2.4M -$401K -12,429 -40%
BBA
167
BLB&B Advisors
Pennsylvania
$2.36M -$215K -6,673 -8%
AWM
168
Axxcess Wealth Management
California
$2.31M -$1.24M -38,521 -35%
CPRC
169
Consolidated Portfolio Review Corp
New York
$2.26M +$25.1K +778 +1%
CA
170
Cetera Advisors
Colorado
$2.22M -$171K -5,288 -7%
SI
171
Stephens Inc
Arkansas
$2.21M -$12.9K -400 -0.6%
EGA
172
E&G Advisors
Texas
$2.17M -$18.2K -565 -0.8%
GWM
173
Geneos Wealth Management
Colorado
$2.12M +$690K +21,354 +48%
CI
174
Conning Inc
Connecticut
$2.02M
BW
175
BIP Wealth
Georgia
$2.02M -$551K -17,057 -21%

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.