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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
Trilogy Capital
California
$2.35M +$173K +5,203 +8%
GLA
202
Good Life Advisors
Pennsylvania
$2.32M +$777K +23,367 +52%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$2.32M -$63.1K -1,899 -3%
CIAS
204
CFS Investment Advisory Services
New Jersey
$2.31M +$1.22M +36,748 +115%
IA
205
Inspire Advisors
Idaho
$2.31M +$505K +15,207 +29%
SI
206
Stephens Inc
Arkansas
$2.3M +$3.52K +106 +0.2%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$2.25M +$141K +4,239 +7%
CG
208
Clifford Group
Massachusetts
$2.25M +$124K +3,743 +6%
Corient Private Wealth
209
Corient Private Wealth
Florida
$2.21M -$401K -12,062 -16%
GIA
210
Gladstone Institutional Advisory
Florida
$2.19M -$1.16M -34,844 -35%
Millennium Management
211
Millennium Management
New York
$2.18M +$2.15M +64,753 New
TCBWMS
212
Texas Capital Bank Wealth Management Services
Texas
$2.13M +$42.2K +1,271 +2%
IA
213
IFP Advisors
Florida
$2.12M -$14.3K -430 -0.7%
RSA
214
River Street Advisors
Illinois
$2.12M +$60.3K +1,815 +3%
EGM
215
Engineers Gate Manager
New York
$2.09M +$2.06M +62,119 New
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$2.07M +$222K +6,670 +12%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$77.6K +2,336 +4%
AWM
218
Axxcess Wealth Management
California
$2.03M +$323K +9,714 +19%
WWP
219
WR Wealth Planners
Missouri
$2M +$225K +6,758 +13%
AWM
220
Accurate Wealth Management
Florida
$1.99M +$543K +16,348 +38%
BWM
221
Brophy Wealth Management
New Hampshire
$1.99M +$1.96M +59,057 New
SBH
222
Segall Bryant & Hamill
Illinois
$1.98M +$1.95M +58,779 New
SIA
223
Strategic Investment Advisors
Michigan
$1.94M +$71.6K +2,154 +4%
BCG
224
Breakwater Capital Group
New Jersey
$1.94M -$129K -3,887 -6%
CFAM
225
Center For Asset Management
Florida
$1.88M +$37.7K +1,133 +2%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.