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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

380 hedge funds and large institutions have $3.41B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 387380 (-7)

16.75% less ownership

Funds ownership: 78.55%61.79% (-17%)

18% less capital invested

Capital invested by funds: $4.18B → $3.41B (-$772M)

25% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 153

Holders
380
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.45%
New
55
Increased
114
Reduced
153
Closed
58
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$651M +$20.1M +608,809 +3%
Creative Planning
2
Creative Planning
Kansas
$248M +$154M +4,644,682 +157%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$234M -$15.4M -466,823 -6%
LPL Financial
4
LPL Financial
California
$217M +$10.7M +323,328 +5%
CSIA
5
Charles Schwab Investment Advisory
California
$216M -$580M -17,534,657 -73%
Jane Street
6
Jane Street
New York
$87.5M -$114M -3,436,162 -56%
Wells Fargo
7
Wells Fargo
California
$81.6M +$19.8M +599,826 +32%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$81.1M -$8.88M -268,619 -10%
Deutsche Bank
9
Deutsche Bank
Germany
$65.3M +$66.1M +2,000,000 New
Morgan Stanley
10
Morgan Stanley
New York
$63.2M +$10.9M +329,704 +21%
MWM
11
Mission Wealth Management
California
$48.9M -$2.7M -81,706 -5%
ZIG
12
Zurich Insurance Group
Switzerland
$45.8M
AIMU
13
Allianz Investment Management US
Minnesota
$45.8M
EB
14
Eastern Bank
Massachusetts
$44.7M -$1.22M -36,802 -3%
GI
15
Gradient Investments
Minnesota
$42.6M -$18M -545,362 -29%
CF
16
Cantor Fitzgerald
New York
$42.2M +$42.8M +1,294,004 New
State Street
17
State Street
Massachusetts
$41M -$1.4M -42,475 -3%
MYLI
18
Meiji Yasuda Life Insurance
Japan
$40.4M
CAI
19
Capital Advisors Inc
Oklahoma
$39.6M -$6.42M -194,143 -14%
AF
20
Allworth Financial
California
$38M -$1.28M -38,770 -3%
RA
21
RFG Advisory
Alabama
$37.3M -$3.2M -96,886 -8%
PAS
22
Park Avenue Securities
New York
$31.1M -$6.53M -197,501 -17%
SGAM
23
Stephens Group Asset Management
Arkansas
$30.9M -$558K -16,862 -2%
Bank of America
24
Bank of America
North Carolina
$30M +$24.4M +738,796 +406%
RVPG
25
Relative Value Partners Group
$26.4M -$2.63M -79,437 -9%

SPIB Hedge Fund Activity: Q2 2022 in Review

380 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2022, worth a combined $3.41B — down 18% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SPIB and 55 opened new positions — a net loss of 3 holders — while 153 trimmed existing stakes and 114 added.

The largest buyer was Creative Planning, adding an estimated $154M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $580M.

  • 380 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2022, down from 387 in Q1 2022.
  • Funds reported $3.41B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 55 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2022 was Creative Planning, an estimated $154M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.