We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Columbus Macro
Pennsylvania
$4.97M +$4.33M +130,853 +631%
LGW
152
Leslie Global Wealth
Illinois
$4.9M +$1.48M +44,640 +43%
SPG
153
Strategic Planning Group
Utah
$4.89M +$219K +6,611 +5%
SWP
154
Stratos Wealth Partners
Ohio
$4.86M +$497K +15,007 +11%
FPAS
155
Focus Partners Advisor Solutions
Missouri
$4.84M +$949K +28,670 +24%
AWS
156
Atria Wealth Solutions
New York
$4.74M +$1.67M +50,340 +53%
LC
157
Legacy CG
Texas
$4.68M +$1.01M +30,510 +27%
IA
158
IFG Advisory
Georgia
$4.48M +$1.59M +47,971 +54%
WFS
159
Walker Financial Services
Kentucky
$4.42M +$308K +9,295 +7%
PWM
160
Perigon Wealth Management
California
$4.25M +$95K +2,869 +2%
FPCG
161
Forum Private Client Group
Indiana
$4.07M +$172K +5,210 +4%
1IA
162
1620 Investment Advisors
Massachusetts
$4.04M -$104K -3,153 -2%
TB
163
Treynor Bancshares
Iowa
$4.01M +$893K +26,982 +28%
WAS
164
Wealth Advisory Solutions
Indiana
$3.98M +$257K +7,767 +7%
IWC
165
Integrated Wealth Concepts
Massachusetts
$3.96M +$189K +5,701 +5%
WWM
166
Western Wealth Management
Colorado
$3.88M +$647K +19,538 +20%
IPW
167
Impact Partnership Wealth
Georgia
$3.84M +$328K +9,899 +9%
SPIA
168
Steward Partners Investment Advisory
New York
$3.79M +$55.1K +1,665 +1%
TPW
169
Transatlantique Private Wealth
New York
$3.73M +$6.12K +185 +0.2%
AWMG
170
Alliance Wealth Management Group
New Jersey
$3.66M +$246K +7,435 +7%
AWM
171
Adams Wealth Management
Utah
$3.64M +$75.1K +2,269 +2%
CI
172
CacheTech Inc
Utah
$3.64M +$75.1K +2,269 +2%
EWA
173
EP Wealth Advisors
California
$3.63M +$69.1K +2,088 +2%
HPC
174
HM Payson & Co
Maine
$3.62M
NAM
175
NorthCrest Asset Manangement
Minnesota
$3.61M +$34.3K +1,036 +1%

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.