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
BS
201
Boenning & Scattergood
Pennsylvania
$523K +$231K +7,000 +78%
AFAS
202
Acorn Financial Advisory Services
Virginia
$509K -$131K -3,976 -20%
CST
203
Charles Schwab Trust
Nevada
$507K -$208K -6,301 -29%
FFG
204
Fullen Financial Group
Ohio
$507K -$11.4K -346 -2%
OWP
205
Obermeyer Wealth Partners
Colorado
$488K
CRI
206
Colonial River Investments
Virginia
$469K -$607K -18,366 -56%
WFS
207
Walker Financial Services
Kentucky
$464K +$470K +14,216 New
CFA
208
Compass Financial Advisors
Indiana
$463K -$7.24K -219 -2%
SOS
209
Silver Oak Securities
Tennessee
$445K +$167K +5,058 +60%
FTS
210
Fifth Third Securities
Ohio
$442K +$448K +13,542 New
BCI
211
Brinker Capital Investments
Pennsylvania
$441K +$447K +13,520 New
SWP
212
Stratos Wealth Partners
Ohio
$432K -$4.71M -142,336 -91%
SAM
213
Strategy Asset Managers
California
$432K -$307K -9,275 -41%
HWMA
214
Heritage Wealth Management (Arizona)
Arizona
$430K -$36.7K -1,111 -8%
CAM
215
Cresset Asset Management
Illinois
$428K
IHWM
216
Iron Horse Wealth Management
Iowa
$419K -$16.9K -510 -4%
SWA
217
Stratos Wealth Advisors
Ohio
$417K +$423K +12,794 New
AWAP
218
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$414K -$39.9K -1,206 -9%
CS
219
Credit Suisse
Switzerland
$402K
AWA
220
Acorn Wealth Advisors
Michigan
$398K +$42.9K +1,299 +12%
JP Morgan Chase
221
JP Morgan Chase
New York
$393K -$71.4M -2,160,000 -99%
CT
222
Cambridge Trust
Massachusetts
$392K +$225K +6,801 +131%
PFM
223
Phillips Financial Management
Indiana
$389K +$1.12K +34 +0.3%
MHB
224
Midwest Heritage Bank
Iowa
$372K -$56.9K -1,720 -13%
MCM
225
Mainstay Capital Management
Michigan
$367K +$198 +6 +0.1%

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.