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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
William Blair & Company
176
William Blair & Company
Illinois
$3.59M +$182K +5,487 +5%
FM
177
Foster & Motley
Ohio
$3.58M -$187K -5,637 -5%
AF
178
Abound Financial
California
$3.56M +$3.6M +108,724 New
APC
179
Aspire Private Capital
North Carolina
$3.52M +$3.55M +107,310 New
NA
180
NewEdge Advisors
Louisiana
$3.45M +$1.82M +55,040 +110%
HA
181
Hofer & Associates
California
$3.39M +$16.2K +488 +0.5%
KAS
182
Kestra Advisory Services
Texas
$3.35M -$312K -9,430 -8%
EH
183
Equitable Holdings
New York
$3.24M +$317K +9,573 +11%
GLA
184
Good Life Advisors
Pennsylvania
$3.24M +$995K +30,063 +44%
Goldman Sachs
185
Goldman Sachs
New York
$3.2M -$3.59M -108,543 -53%
CFG
186
Cornerstone Financial Group
Nebraska
$3.17M +$3.2M +96,770 New
AWM
187
Axxcess Wealth Management
California
$3.02M +$1.06M +32,131 +53%
DAS
188
Diversify Advisory Services
Utah
$2.93M +$66.2K +2,000 +2%
MFG
189
Merit Financial Group
Georgia
$2.88M -$610K -18,434 -17%
SIA
190
Strategic Investment Advisors
Michigan
$2.86M +$982K +29,664 +51%
ASN
191
Advisory Services Network
Georgia
$2.82M +$107K +3,223 +4%
DWS
192
Dynamic Wealth Strategies
California
$2.76M +$101K +3,063 +4%
GM
193
GeoWealth Management
Illinois
$2.75M +$2.67M +80,652 +2,347%
GWM
194
Geneos Wealth Management
Colorado
$2.75M -$6.69K -202 -0.2%
GWP
195
Gateway Wealth Partners
Wisconsin
$2.7M +$403K +12,183 +17%
PA
196
PFG Advisors
Arizona
$2.59M +$71.8K +2,170 +3%
PWM
197
Puff Wealth Management
New Jersey
$2.55M +$2.57M +77,786 New
CPRC
198
Consolidated Portfolio Review Corp
New York
$2.53M +$7.12K +215 +0.3%
LWMI
199
Landmark Wealth Management (Illinois)
Illinois
$2.53M +$2.56M +77,220 New
TA
200
TrueWealth Advisors
Alabama
$2.47M -$113K -3,399 -4%

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.