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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$1.96M +$339K +10,498 +21%
Truist Financial
177
Truist Financial
North Carolina
$1.94M +$128K +3,971 +7%
WT
178
Whittier Trust
California
$1.94M -$270K -8,355 -12%
MPW
179
MGO Private Wealth
California
$1.82M -$679K -21,044 -27%
RSA
180
River Street Advisors
Illinois
$1.81M +$813K +25,193 +81%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$1.75M -$117K -3,638 -6%
TC
182
Trilogy Capital
California
$1.69M +$340K +10,528 +25%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$1.61M -$468K -14,487 -22%
AI
184
Atria Investments
North Carolina
$1.58M -$890K -27,551 -36%
PP
185
PDS Planning
Ohio
$1.53M -$161K -4,985 -9%
CFGS
186
Concourse Financial Group Securities
Alabama
$1.53M +$205K +6,342 +15%
KIG
187
Kowal Investment Group
Wisconsin
$1.51M -$406K -12,582 -21%
AWM
188
Accurate Wealth Management
Florida
$1.49M +$266K +8,229 +22%
AWS
189
Atria Wealth Solutions
New York
$1.43M +$762K +23,610 +113%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$547K +16,938 +63%
FAIM
191
Financial Advocates Investment Management
Washington
$1.35M +$366K +11,346 +37%
PIA
192
Perennial Investment Advisors
California
$1.32M +$310K +9,588 +30%
WWM
193
Western Wealth Management
Colorado
$1.27M +$275K +8,511 +28%
FWM
194
Forza Wealth Management
Florida
$1.24M
GWP
195
Gateway Wealth Partners
Wisconsin
$1.22M +$399K +12,351 +48%
APCM
196
Alaska Permanent Capital Management
Alaska
$1.22M +$45.4K +1,407 +4%
AAM
197
Ameraudi Asset Management
New York
$1.2M -$254K -7,869 -17%
IA
198
Insight Advisors
Pennsylvania
$1.19M +$2.87K +89 +0.2%
AWA
199
Alaska Wealth Advisors
Alaska
$1.19M -$14.3K -443 -1%
BFM
200
Boothbay Fund Management
New York
$1.18M +$1.19M +36,700 New

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.