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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$5.69M
2
Jane Street
2
Jane Street
New York
$37.2M
3
JFG
3
Jefferies Financial Group
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$79.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$1.45M -$262K -8,334 -15%
BS
202
Banco Santander
Spain
$1.43M +$523K +16,642 +58%
GWP
203
Gateway Wealth Partners
Wisconsin
$1.38M +$178K +5,654 +15%
WWM
204
Western Wealth Management
Colorado
$1.35M +$112K +3,564 +9%
AWA
205
Arete Wealth Advisors
Illinois
$1.28M -$2.01M -63,987 -61%
PIA
206
Perennial Investment Advisors
California
$1.27M -$21.3K -677 -2%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$1.27M -$16.4M -521,831 -93%
APCM
208
Alaska Permanent Capital Management
Alaska
$1.26M +$62.2K +1,978 +5%
TCBWMS
209
Texas Capital Bank Wealth Management Services
Texas
$1.25M +$197K +6,257 +19%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$1.22M +$300K +9,548 +33%
RI
211
Rinkey Investments
California
$1.19M +$104K +3,300 +10%
IA
212
Insight Advisors
Pennsylvania
$1.17M +$6.57K +209 +0.6%
AWA
213
Alaska Wealth Advisors
Alaska
$1.16M – – –
SWP
214
Stratos Wealth Partners
Ohio
$1.14M +$660K +20,970 +136%
PA
215
PFG Advisors
Arizona
$1.14M +$364K +11,578 +47%
Luther King Capital Management (LKCM)
216
Luther King Capital Management (LKCM)
Texas
$1.12M -$1.15M – –
PTC
217
Private Trust Company
Ohio
$1.11M +$79.9K +2,542 +8%
TPCW
218
TD Private Client Wealth
New York
$1.07M +$217K +6,905 +25%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$1.06M -$35.5K -1,130 -3%
LPT
220
Legacy Private Trust
Wisconsin
$1.06M +$1.06M +33,557 New
LA
221
Latitude Advisors
Florida
$1.05M +$128K +4,068 +14%
NA
222
NewEdge Advisors
Louisiana
$1.04M +$686K +21,800 +195%
IA
223
IFG Advisory
Georgia
$1.02M +$25.5K +810 +3%
BAWC
224
Boyce & Associates Wealth Consulting
Texas
$1.01M +$37.8K +1,201 +4%
CFGS
225
Concourse Financial Group Securities
Alabama
$1.01M -$485K -15,407 -32%
7 8
9
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