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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$1.94M -$296K -9,319 -14%
WAP
202
Wealthcare Advisory Partners
Pennsylvania
$1.93M +$243K +7,632 +15%
AWM
203
Accurate Wealth Management
Florida
$1.91M -$156K -4,907 -8%
B
204
Bailard
California
$1.9M +$1.84M +57,987 New
GWP
205
Gateway Wealth Partners
Wisconsin
$1.89M +$438K +13,778 +31%
BRWA
206
B. Riley Wealth Advisors
Florida
$1.87M +$1.44M +45,348 +391%
SWP
207
Stratos Wealth Partners
Ohio
$1.82M +$604K +18,999 +52%
BBA
208
BLB&B Advisors
Pennsylvania
$1.74M -$446K -14,023 -21%
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$1.74M +$617K +19,406 +58%
DI
210
DAGCO Inc
Ohio
$1.73M +$1.68M +52,814 New
DWS
211
Dynamic Wealth Strategies
California
$1.73M +$1.68M +52,814 New
AI
212
Atria Investments
North Carolina
$1.72M +$139K +4,362 +9%
KWM
213
Kingsview Wealth Management
Oregon
$1.7M +$12.1K +381 +0.7%
WTC
214
WhitTier Trust Company
Nevada
$1.67M -$351K -11,054 -18%
IFA
215
Interactive Financial Advisors
Illinois
$1.61M -$2.34M -73,705 -74%
SPC
216
Sigma Planning Corp
Michigan
$1.57M -$2.32M -73,018 -60%
SFFS
217
Stonehage Fleming Financial Services
Jersey
$1.56M +$1.51M +47,569 New
HP
218
Hilltop Partners
Indiana
$1.54M -$433K -13,633 -23%
PA
219
PFG Advisors
Arizona
$1.51M +$303K +9,522 +26%
US Bancorp
220
US Bancorp
Minnesota
$1.5M +$477K +15,021 +49%
Comerica Bank
221
Comerica Bank
Texas
$1.48M +$910K +28,640 +174%
APCM
222
Alaska Permanent Capital Management
Alaska
$1.48M +$163K +5,133 +13%
TSS
223
Two Sigma Securities
New York
$1.47M -$559K -17,578 -28%
GWSG
224
GPS Wealth Strategies Group
Colorado
$1.44M -$779K -24,518 -36%
CG
225
Clifford Group
Massachusetts
$1.44M +$646K +20,322 +86%

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.