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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
RSA
201
River Street Advisors
Illinois
$1.98M -$13.4K -411 -0.7%
CG
202
Clifford Group
Massachusetts
$1.96M +$518K +15,887 +36%
CB
203
Centennial Bank
Arkansas
$1.93M -$110K -3,376 -5%
IA
204
IFG Advisory
Georgia
$1.89M +$845K +25,910 +81%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$1.89M -$29.3K -899 -2%
DWS
206
Dynamic Wealth Strategies
California
$1.89M +$164K +5,022 +10%
GWP
207
Gateway Wealth Partners
Wisconsin
$1.89M +$6.46K +198 +0.3%
CCFM
208
Clear Creek Financial Management
Washington
$1.88M +$458K +14,032 +32%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$1.84M -$83.8K -2,570 -4%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$1.81M +$81.2K +2,490 +5%
TCBWMS
211
Texas Capital Bank Wealth Management Services
Texas
$1.81M +$394K +12,088 +28%
PA
212
Probity Advisors
Texas
$1.8M -$1.16M -35,543 -39%
MPW
213
MGO Private Wealth
California
$1.78M -$309K -9,460 -15%
TC
214
Trilogy Capital
California
$1.78M -$331K -10,161 -16%
KWM
215
Kingsview Wealth Management
Oregon
$1.72M +$26.8K +822 +2%
AI
216
Atria Investments
North Carolina
$1.72M -$587 -18 -0%
CC
217
Courier Capital
New York
$1.72M -$323K -9,916 -16%
SIA
218
Strategic Investment Advisors
Michigan
$1.71M +$1.7M +52,242 New
VRM
219
Vectors Research Management
New York
$1.7M -$359K -11,000 -17%
PA
220
PFG Advisors
Arizona
$1.68M +$184K +5,649 +12%
WTC
221
WhitTier Trust Company
Nevada
$1.66M
KIG
222
Kowal Investment Group
Wisconsin
$1.65M -$549K -16,828 -25%
Cerity Partners
223
Cerity Partners
New York
$1.62M -$437K -13,386 -21%
BBA
224
BLB&B Advisors
Pennsylvania
$1.57M -$160K -4,891 -9%
HP
225
Hilltop Partners
Indiana
$1.56M +$32.6K +998 +2%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.