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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$2.94M -$1.68M -53,576 -36%
MA
152
MCF Advisors
Kentucky
$2.91M +$28.5K +906 +1%
PF
153
Phoenix Financial
Israel
$2.87M +$2.1M +66,872 +273%
CCFM
154
Clear Creek Financial Management
Washington
$2.85M -$167K -5,320 -6%
Citadel Advisors
155
Citadel Advisors
Florida
$2.85M -$17.3M -550,036 -86%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$2.84M -$148K -4,710 -5%
MWM
157
Marion Wealth Management
Pennsylvania
$2.77M -$668K -21,243 -19%
ASN
158
Advisory Services Network
Georgia
$2.74M +$75.9K +2,414 +3%
NAM
159
NorthCrest Asset Manangement
Minnesota
$2.67M -$1.19M -37,810 -31%
PFG
160
Pacific Financial Group
Washington
$2.62M +$10K +318 +0.4%
CIAS
161
CFS Investment Advisory Services
New Jersey
$2.62M -$1.57M -49,874 -37%
HPC
162
HM Payson & Co
Maine
$2.5M -$31 -1 -0%
IA
163
IFP Advisors
Florida
$2.47M -$434K -13,798 -15%
PFS
164
Prospera Financial Services
Texas
$2.43M +$2.07M +65,851 +582%
CA
165
Cetera Advisors
Colorado
$2.38M +$208K +6,621 +10%
GA
166
GoalVest Advisory
New York
$2.38M +$2.38M +75,717 New
GWM
167
Geneos Wealth Management
Colorado
$2.34M +$268K +8,528 +13%
CPRC
168
Consolidated Portfolio Review Corp
New York
$2.3M +$89.1K +2,834 +4%
AWM
169
Axxcess Wealth Management
California
$2.25M -$9.62K -306 -0.4%
CB
170
Centennial Bank
Arkansas
$2.24M -$212K -6,738 -9%
Fisher Asset Management
171
Fisher Asset Management
Washington
$2.21M -$169K -5,381 -7%
SI
172
Stephens Inc
Arkansas
$2.17M – – –
KAS
173
Kestra Advisory Services
Texas
$2.15M +$1.3M +41,486 +154%
GWSG
174
GPS Wealth Strategies Group
Colorado
$2.15M +$234K +7,427 +12%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$2.15M +$1.1M +35,115 +106%
5 6
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