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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

487 hedge funds and large institutions have $6.39B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 53 closing their positions.

Holders
487
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
7.08%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
64
Increased
220
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.41B
2
LPL Financial
2
LPL Financial
California
$1.06B
3
Morgan Stanley
3
Morgan Stanley
New York
$140M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$287M
5
HGA
5
Hobbs Group Advisors
South Carolina
$17.9M

Top Sellers

1
GIM
1
GE Investment Management
Connecticut
$1.09M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
Wells Fargo
3
Wells Fargo
California
$193M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$66.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
151
Wealth Advisory Solutions
Indiana
$3.62M 111,245 +1,896 +2%
FPCG
152
Forum Private Client Group
Indiana
$3.62M 111,244 +9,195 +9%
HF
153
HRT Financial
New York
$3.61M 110,829 -24,185 -18%
HPC
154
HM Payson & Co
Maine
$3.6M 110,579 – –
GB
155
Gunma Bank
Japan
$3.58M 110,000 +110,000 New
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$3.57M 109,226 -7,636 -7%
EWA
157
EP Wealth Advisors
California
$3.54M 108,766 -21,351 -16%
PIA
158
Pinion Investment Advisors
Kansas
$3.53M 108,394 +43,749 +68%
HA
159
Hofer & Associates
California
$3.34M 102,573 +1,541 +2%
B
160
Bailard
California
$3.31M 101,547 +11,370 +13%
GPW
161
Gentry Private Wealth
Kansas
$3.28M 100,759 +100,759 New
HT
162
Headlands Technologies
Illinois
$3.27M 100,397 +100,397 New
GIA
163
Gladstone Institutional Advisory
Florida
$3.25M 99,839 +88,428 +775%
KAS
164
Kestra Advisory Services
Texas
$3.23M 99,256 +12,061 +14%
CA
165
CSM Advisors
Pennsylvania
$3.11M 95,500 -3,400 -3%
NRA
166
NSI Retail Advisors
Pennsylvania
$3.11M 95,500 -3,400 -3%
SPG
167
Strategic Planning Group
Utah
$3.1M 95,322 +95,322 New
NAM
168
NorthCrest Asset Manangement
Minnesota
$3.1M 95,116 +835 +0.9%
AWMG
169
Alliance Wealth Management Group
New Jersey
$3.1M 95,085 +2,949 +3%
Franklin Resources
170
Franklin Resources
California
$3.09M 95,000 +95,000 New
LC
171
Legacy CG
Texas
$3.08M 94,695 +70,100 +285%
GWM
172
Geneos Wealth Management
Colorado
$3.02M 92,782 +397 +0.4%
WWM
173
Western Wealth Management
Colorado
$3.01M 92,405 +11,830 +15%
MFG
174
Merit Financial Group
Georgia
$2.85M 87,601 -12,301 -12%
IPW
175
Impact Partnership Wealth
Georgia
$2.83M 86,890 +47,535 +121%
5 6
7
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