We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Collaborative Wealth Management
Florida
$803K +$814K +24,612 New
CB
177
Community Bank
New York
$781K +$784K +23,715 +10,540%
FFG
178
Ford Financial Group
California
$763K +$463K +14,013 +149%
F4L
179
Fortune 45 LLC
Louisiana
$753K -$1.32M -39,791 -63%
C1AG
180
Client 1st Advisory Group
Florida
$722K -$474K -14,351 -39%
GWSG
181
GPS Wealth Strategies Group
Colorado
$709K +$718K +21,725 +1,086,250%
SFA
182
Sequoia Financial Advisors
Ohio
$701K -$19.7K -595 -3%
FWM
183
Focused Wealth Management
New York
$670K -$39.4M -1,190,204 -98%
CAG
184
Crestwood Advisors Group
Massachusetts
$661K -$15.5K -470 -2%
TW
185
Towerpoint Wealth
California
$658K +$666K +20,155 New
NB
186
NBT Bank
New York
$640K
HI
187
Harbour Investments
Wisconsin
$634K +$642K +19,429 New
TCBWMS
188
Texas Capital Bank Wealth Management Services
Texas
$629K +$59.3K +1,794 +10%
WCM
189
Windsor Capital Management
Arizona
$628K -$7.58M -229,259 -92%
VVP
190
Venture Visionary Partners
Ohio
$596K
Truist Financial
191
Truist Financial
North Carolina
$589K -$184K -5,558 -24%
IA
192
IFG Advisory
Georgia
$584K -$56.4K -1,707 -9%
MPW
193
Melone Private Wealth
Michigan
$561K -$2.78K -84 -0.5%
CFMC
194
Curbstone Financial Management Corp
New Hampshire
$555K -$830K -25,100 -60%
CAN
195
Cetera Advisor Networks
California
$546K +$256K +7,729 +86%
WAS
196
Winch Advisory Services
Wisconsin
$541K -$698K -21,113 -56%
IP
197
Ignite Planners
California
$539K +$546K +16,502 New
CFP
198
Cypress Financial Planning
New Jersey
$538K +$545K +16,474 New
MFG
199
Merit Financial Group
Georgia
$536K +$543K +16,422 New
AP
200
Advisor Partners
California
$532K -$18.8K -569 -3%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.