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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
AWM
201
Avior Wealth Management
Nebraska
$1.16M -$616K -19,066 -35%
Luther King Capital Management (LKCM)
202
Luther King Capital Management (LKCM)
Texas
$1.15M
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$1.11M -$209K -6,479 -16%
RI
204
Rinkey Investments
California
$1.11M +$45.9K +1,422 +4%
TCBWMS
205
Texas Capital Bank Wealth Management Services
Texas
$1.07M +$162K +5,021 +18%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$1.07M -$157K -4,875 -13%
WA
207
Wealthstar Advisors
Texas
$1.06M +$549 +17 +0.1%
PTC
208
Private Trust Company
Ohio
$1.05M +$102K +3,165 +11%
HI
209
Horizon Investments
North Carolina
$1.04M +$94K +2,912 +10%
SG
210
Sharper & Granite
California
$1.02M -$21.3K -660 -2%
Mariner
211
Mariner
Kansas
$1.02M -$270K -8,355 -21%
CCB
212
Country Club Bank
Missouri
$1.01M -$3.68K -114 -0.4%
IA
213
IFG Advisory
Georgia
$1.01M +$138K +4,269 +16%
BAWC
214
Boyce & Associates Wealth Consulting
Texas
$997K -$533K -16,519 -35%
RCIM
215
Red Cedar Investment Management
Michigan
$995K +$151K +4,664 +18%
LA
216
Latitude Advisors
Florida
$945K +$528K +16,362 +125%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$936K +$246K +7,613 +35%
BS
218
Banco Santander
Spain
$927K -$12.3K -381 -1%
CAM
219
Cresset Asset Management
Illinois
$901K +$483K +14,964 +114%
VT
220
Vise Technologies
New York
$899K -$420 -13 -0%
CB
221
Community Bank
New York
$876K +$8.88K +275 +1%
FFS
222
Founders Financial Securities
Maryland
$871K +$78.2K +2,423 +10%
TPCW
223
TD Private Client Wealth
New York
$870K +$8.2K +254 +0.9%
KAS
224
Kestra Advisory Services
Texas
$867K +$71.2K +2,206 +9%
CWM
225
Collaborative Wealth Management
Florida
$864K +$46.9K +1,452 +6%

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.