We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CSM Advisors
Pennsylvania
$3.5M -$607K -19,100 -15%
NRA
152
NSI Retail Advisors
Pennsylvania
$3.5M -$607K -19,100 -15%
SWA
153
Stratos Wealth Advisors
Ohio
$3.49M -$325K -10,237 -9%
RVPG
154
Relative Value Partners Group
$3.47M -$278K -8,735 -8%
DIM
155
DLK Investment Management
California
$3.38M +$3.27M +103,014 New
JFG
156
Jefferies Financial Group
New York
$3.28M +$3.18M +100,000 New
WFS
157
Walker Financial Services
Kentucky
$3.18M -$53.6K -1,686 -2%
SAM
158
SignalPoint Asset Management
Missouri
$3.11M -$173K -5,453 -5%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$3.06M +$1.68M +52,831 +131%
FPWM
160
FSB Premier Wealth Management
Iowa
$3.04M -$175K -5,497 -6%
FFA
161
Farther Finance Advisors
California
$3.03M +$2.66M +83,558 +941%
FPCG
162
Forum Private Client Group
Indiana
$3.01M +$2.92M +91,776 New
TA
163
TrueWealth Advisors
Alabama
$3.01M -$194K -6,092 -6%
PA
164
Probity Advisors
Texas
$2.97M -$2.37M -74,656 -45%
AWMG
165
Alliance Wealth Management Group
New Jersey
$2.94M +$2.85M +89,651 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$2.94M -$30.2K -950 -1%
Truist Financial
167
Truist Financial
North Carolina
$2.92M -$2.5M -78,791 -47%
Prudential Financial
168
Prudential Financial
New Jersey
$2.91M +$795K +25,025 +39%
NAM
169
NorthCrest Asset Manangement
Minnesota
$2.82M +$28.9K +908 +1%
GWM
170
Geneos Wealth Management
Colorado
$2.78M +$328K +10,309 +14%
PFG
171
Pacific Financial Group
Washington
$2.77M +$31.6K +993 +1%
CA
172
Cetera Advisors
Colorado
$2.76M +$267K +8,390 +11%
ASN
173
Advisory Services Network
Georgia
$2.74M -$120K -3,773 -4%
Corient Private Wealth
174
Corient Private Wealth
Florida
$2.66M -$396K -12,451 -13%
AWS
175
Atria Wealth Solutions
New York
$2.66M +$1.93M +60,809 +301%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.