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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

416 hedge funds and large institutions have $8.33B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 141 increasing their positions, 148 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,413% more call options, than puts

Call options by funds: $242K | Put options by funds: $16K

130% more capital invested

Capital invested by funds: $3.63B → $8.33B (+$4.7B)

81% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 43

13% more funds holding in top 10

Funds holding in top 10: 3034 (+4)

7% more funds holding

Funds holding: 389416 (+27)

5.52% more ownership

Funds ownership: 64.14%69.66% (+5.5%)

5% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 148

Holders
416
Holders Change
+27
Holders Change %
+6.94%
% of All Funds
6.69%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
78
Increased
141
Reduced
148
Closed
43
Calls
$242K
Puts
$16K
Net Calls
+$226K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$4.17B +$1.65M +52,046 +66%
Charles Schwab
2
Charles Schwab
California
$612M +$5.41M +171,232 +0.9%
LPL Financial
3
LPL Financial
California
$244M -$6.35M -200,700 -3%
Creative Planning
4
Creative Planning
Kansas
$231M -$10.5M -331,100 -4%
Jane Street
5
Jane Street
New York
$217M +$173M +5,459,501 +404%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$214M +$130M +4,123,702 +159%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$204M -$6.22M -196,755 -3%
CSIA
8
Charles Schwab Investment Advisory
California
$185M -$1.69M -53,372 -0.9%
DADC
9
D.A. Davidson & Co
Montana
$130M +$129M +4,082,151 New
Bank of America
10
Bank of America
North Carolina
$116M -$10.5M -333,000 -8%
Wells Fargo
11
Wells Fargo
California
$100M +$16.8M +531,115 +20%
Financial Engines Advisors
12
Financial Engines Advisors
California
$93.6M +$70.3M +2,222,448 +310%
Morgan Stanley
13
Morgan Stanley
New York
$65.8M +$2.49M +78,656 +4%
EB
14
Eastern Bank
Massachusetts
$56.6M +$14.8M +469,365 +36%
HighTower Advisors
15
HighTower Advisors
Illinois
$52.7M +$5.6M +177,172 +12%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$50.9M +$50.6M +1,600,000 New
GI
17
Gradient Investments
Minnesota
$50.9M -$11.6M -367,475 -19%
ZIG
18
Zurich Insurance Group
Switzerland
$44.7M
AIMU
19
Allianz Investment Management US
Minnesota
$44.2M
MWM
20
Mission Wealth Management
California
$41.4M -$6.25M -197,644 -13%
State Street
21
State Street
Massachusetts
$40M +$1.9M +59,950 +5%
G
22
GenTrust
Florida
$36.5M -$10.9M -345,312 -23%
BCMO
23
Buckingham Capital Management (Ohio)
Ohio
$33.6M +$17.2M +543,075 +106%
CAI
24
Capital Advisors Inc
Oklahoma
$33.3M -$2.93M -92,687 -8%
ACM
25
Advisors Capital Management
New Jersey
$31.7M +$2.18M +68,876 +7%

SPIB Hedge Fund Activity: Q4 2022 in Review

416 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2022, worth a combined $8.33B — up 130% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 43 closed out — a net gain of 35 holders — while 141 added to existing stakes and 148 trimmed.

The largest buyer was Jane Street, adding an estimated $173M. The largest seller was Susquehanna International Group, cutting an estimated $213M.

  • 416 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2022, up from 389 in Q3 2022.
  • Funds reported $8.33B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2022, up 130% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2022 and 43 closed out, a net change of +35 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $173M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2022 was Susquehanna International Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.