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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
176
Northwest & Ethical Investments
Ontario, Canada
$2.66M -$2.21M -67,700 -45%
WWM
177
Western Wealth Management
Colorado
$2.63M +$113K +3,463 +4%
SF
178
Summit Financial
New Jersey
$2.57M +$136K +4,178 +6%
TPW
179
Transatlantique Private Wealth
New York
$2.56M +$2.55M +78,304 New
AWM
180
Axxcess Wealth Management
California
$2.47M +$156K +4,779 +7%
PI
181
PFG Investments
New York
$2.43M +$2.43M +74,400 New
CPRC
182
Consolidated Portfolio Review Corp
New York
$2.43M -$18.1K -554 -0.7%
EH
183
Equitable Holdings
New York
$2.41M +$2.15M +65,892 +829%
SWA
184
Stratos Wealth Advisors
Ohio
$2.4M -$1.08M -32,982 -31%
Corient Private Wealth
185
Corient Private Wealth
Florida
$2.33M -$323K -9,896 -12%
BCG
186
Breakwater Capital Group
New Jersey
$2.31M +$224K +6,865 +11%
SI
187
Stephens Inc
Arkansas
$2.22M -$9.43K -289 -0.4%
DAS
188
Diversify Advisory Services
Utah
$2.22M +$2.23M +68,492 New
AWS
189
Atria Wealth Solutions
New York
$2.22M -$429K -13,165 -16%
Fisher Asset Management
190
Fisher Asset Management
Washington
$2.21M -$33.1K -1,016 -1%
William Blair & Company
191
William Blair & Company
Illinois
$2.2M +$1.5M +45,924 +216%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$2.18M -$1.52M -46,640 -41%
PTC
193
Private Trust Company
Ohio
$2.16M +$960K +29,434 +80%
SAM
194
SignalPoint Asset Management
Missouri
$2.13M -$968K -29,672 -31%
IA
195
IFP Advisors
Florida
$2.12M +$890K +27,293 +73%
PIA
196
Pinion Investment Advisors
Kansas
$2.11M -$96.1K -2,946 -4%
SAG
197
SageView Advisory Group
California
$2.11M +$1.45M +44,514 New
VCM
198
Virtue Capital Management
Tennessee
$2.11M +$1.8M +55,064 +537%
CIAS
199
CFS Investment Advisory Services
New Jersey
$2.08M -$2.33M -71,376 -53%
AWA
200
Arete Wealth Advisors
Illinois
$2.03M -$302K -9,252 -13%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.