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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

400 hedge funds and large institutions have $4.52B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
400
Holders Change
-16
Holders Change %
-3.85%
% of All Funds
6.4%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
44
Increased
161
Reduced
134
Closed
53
Calls
$195K
Puts
–
Net Calls
+$195K
Net Calls Change
-$31K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$142M
2
LPL Financial
2
LPL Financial
California
$334M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.8M
4
AIMU
4
Allianz Investment Management US
Minnesota
$112M
5
Charles Schwab
5
Charles Schwab
California
$689M

Top Sellers

1
Jane Street
1
Jane Street
New York
$25.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$73.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CC
5
Centiva Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$689M 21,201,860 +1,988,997 +10%
LPL Financial
2
LPL Financial
California
$334M 10,279,533 +2,603,047 +34%
Creative Planning
3
Creative Planning
Kansas
$226M 6,948,712 -305,073 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$225M 6,917,264 +206,066 +3%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$197M 6,052,941 -360,395 -6%
CSIA
6
Charles Schwab Investment Advisory
California
$185M 5,701,801 -100,277 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$142M 4,375,905 +3,667,265 +518%
DADC
8
D.A. Davidson & Co
Montana
$138M 4,233,699 +151,548 +4%
Morgan Stanley
9
Morgan Stanley
New York
$130M 4,001,985 +1,933,243 +93%
AIMU
10
Allianz Investment Management US
Minnesota
$112M 3,437,122 +2,049,400 +148%
Wells Fargo
11
Wells Fargo
California
$105M 3,239,687 +86,297 +3%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$78.8M 2,425,405 +2,425,405 New
Bank of America
13
Bank of America
North Carolina
$73.3M 2,254,782 -1,404,547 -38%
EB
14
Eastern Bank
Massachusetts
$71.6M 2,203,342 +425,932 +24%
HighTower Advisors
15
HighTower Advisors
Illinois
$60.1M 1,851,370 +195,548 +12%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$52M 1,600,000 – –
ZIG
17
Zurich Insurance Group
Switzerland
$45.6M 1,402,903 – –
MWM
18
Mission Wealth Management
California
$44.7M 1,374,652 +73,012 +6%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$41.6M 1,280,131 +223,361 +21%
GI
20
Gradient Investments
Minnesota
$40.3M 1,241,511 -358,188 -22%
M1FG
21
Mach-1 Financial Group
Arkansas
$38.6M 1,187 +1,187 New
State Street
22
State Street
Massachusetts
$37.9M 1,167,681 -89,951 -7%
CAI
23
Capital Advisors Inc
Oklahoma
$34.3M 1,055,264 +7,742 +0.7%
EWA
24
ERTS Wealth Advisors
Michigan
$34M 1,047,573 +282,392 +37%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$33.8M 1,040,160 +484,204 +87%
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