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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
151
DLK Investment Management
California
$3.55M +$185K +5,677 +6%
WFS
152
Walker Financial Services
Kentucky
$3.42M +$261K +7,986 +8%
BS
153
Banco Santander
Spain
$3.36M +$1.18M +36,138 +54%
FPCG
154
Forum Private Client Group
Indiana
$3.34M +$335K +10,273 +11%
HA
155
Hofer & Associates
California
$3.3M -$1.84M -56,408 -36%
RVPG
156
Relative Value Partners Group
$3.3M -$176K -5,406 -5%
MFG
157
Merit Financial Group
Georgia
$3.23M -$1.39M -42,597 -30%
CA
158
CSM Advisors
Pennsylvania
$3.23M -$251K -7,700 -7%
NRA
159
NSI Retail Advisors
Pennsylvania
$3.23M -$251K -7,700 -7%
PF
160
Phoenix Financial
Israel
$3.21M +$2.46M +75,405 +333%
NAM
161
NorthCrest Asset Manangement
Minnesota
$3.08M +$273K +8,382 +10%
PFS
162
Prospera Financial Services
Texas
$3.02M +$389K +11,938 +15%
GWM
163
Geneos Wealth Management
Colorado
$3.02M +$248K +7,608 +9%
AWMG
164
Alliance Wealth Management Group
New Jersey
$3.01M +$81.1K +2,485 +3%
SWP
165
Stratos Wealth Partners
Ohio
$2.99M +$1.18M +36,057 +65%
PS
166
Principal Securities
Iowa
$2.99M +$1.02M +31,400 +52%
Truist Financial
167
Truist Financial
North Carolina
$2.98M +$71.1K +2,180 +2%
B
168
Bailard
California
$2.95M +$1.05M +32,190 +56%
KAS
169
Kestra Advisory Services
Texas
$2.85M +$487K +14,931 +21%
FPWM
170
FSB Premier Wealth Management
Iowa
$2.78M -$250K -7,655 -8%
PFG
171
Pacific Financial Group
Washington
$2.77M +$18.2K +557 +0.7%
ASN
172
Advisory Services Network
Georgia
$2.75M +$18.8K +577 +0.7%
FAIM
173
Financial Advocates Investment Management
Washington
$2.73M +$1.35M +41,521 +98%
Goldman Sachs
174
Goldman Sachs
New York
$2.73M +$2M +61,282 +276%
TA
175
TrueWealth Advisors
Alabama
$2.69M -$311K -9,519 -10%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.