We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$2.64M +$105K +3,315 +4%
HB
177
HTLF Bank
Colorado
$2.62M +$2.54M +79,905 New
WWM
178
Western Wealth Management
Colorado
$2.53M +$1.08M +34,120 +79%
Millennium Management
179
Millennium Management
New York
$2.49M +$2.13M +67,036 +756%
CPRC
180
Consolidated Portfolio Review Corp
New York
$2.46M +$58.7K +1,846 +3%
SF
181
Summit Financial
New Jersey
$2.44M +$2.36M +74,349 New
MA
182
MCF Advisors
Kentucky
$2.43M -$593K -18,650 -20%
KAS
183
Kestra Advisory Services
Texas
$2.37M +$120K +3,766 +5%
AWA
184
Arete Wealth Advisors
Illinois
$2.35M +$982K +30,913 +76%
AWM
185
Axxcess Wealth Management
California
$2.32M -$26.4K -832 -1%
Fisher Asset Management
186
Fisher Asset Management
Washington
$2.25M -$54.2K -1,705 -2%
SI
187
Stephens Inc
Arkansas
$2.24M -$20K -630 -0.9%
PIA
188
Pinion Investment Advisors
Kansas
$2.22M +$1.43M +44,909 +198%
KIG
189
Kowal Investment Group
Wisconsin
$2.21M +$129K +4,054 +6%
BS
190
Banco Santander
Spain
$2.18M +$668K +21,009 +46%
TC
191
Trilogy Capital
California
$2.12M +$389K +12,254 +23%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$2.11M -$1.31M -41,370 -39%
MPW
193
MGO Private Wealth
California
$2.1M -$10.8K -340 -0.5%
BCG
194
Breakwater Capital Group
New Jersey
$2.09M +$1.77M +55,824 +690%
VRM
195
Vectors Research Management
New York
$2.07M -$1.04M -32,635 -34%
Cerity Partners
196
Cerity Partners
New York
$2.07M +$389K +12,236 +24%
CC
197
Courier Capital
New York
$2.05M -$1.03M -32,490 -34%
CB
198
Centennial Bank
Arkansas
$2.05M -$286K -9,011 -13%
RSA
199
River Street Advisors
Illinois
$2M +$110K +3,450 +6%
PS
200
Principal Securities
Iowa
$1.97M +$1.9M +59,921 New

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.