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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

6.23% more ownership

Funds ownership: 69.53%75.76% (+6.2%)

3% more funds holding

Funds holding: 400410 (+10)

3% more capital invested

Capital invested by funds: $4.52B → $4.66B (+$137M)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.44%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$682M +$1.47M +45,396 +0.2%
LPL Financial
2
LPL Financial
California
$360M +$29.9M +926,372 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$228M +$6.07M +188,021 +3%
Creative Planning
4
Creative Planning
Kansas
$218M -$5.42M -167,835 -2%
CSIA
5
Charles Schwab Investment Advisory
California
$199M +$16.2M +501,629 +9%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$184M -$10.3M -318,366 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$171M +$30.4M +942,722 +22%
DADC
8
D.A. Davidson & Co
Montana
$140M +$4.21M +130,354 +3%
Bank of America
9
Bank of America
North Carolina
$107M +$34.6M +1,070,898 +47%
Squarepoint
10
Squarepoint
New York
$104M +$85.4M +2,645,451 +438%
Wells Fargo
11
Wells Fargo
California
$100M -$3.55M -110,095 -3%
Jane Street
12
Jane Street
New York
$93.2M +$68.8M +2,129,304 +275%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$83.8M +$5.93M +183,731 +8%
Morgan Stanley
14
Morgan Stanley
New York
$74.2M -$54.6M -1,689,898 -42%
EB
15
Eastern Bank
Massachusetts
$71.1M +$400K +12,397 +0.6%
HighTower Advisors
16
HighTower Advisors
Illinois
$63.6M +$4.22M +130,579 +7%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$51.4M
MWM
18
Mission Wealth Management
California
$49.1M +$5.01M +155,080 +11%
JFG
19
Jefferies Financial Group
New York
$47.3M +$20.3M +628,710 +75%
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$46.9M +$5.85M +181,115 +14%
ZIG
21
Zurich Insurance Group
Switzerland
$45M
ACM
22
Advisors Capital Management
New Jersey
$36M +$2.8M +86,726 +8%
EWA
23
ERTS Wealth Advisors
Michigan
$34.6M +$1M +31,101 +3%
CAI
24
Capital Advisors Inc
Oklahoma
$33.4M -$472K -14,621 -1%
TTWM
25
TCV Trust & Wealth Management
Virginia
$32.2M +$765K +23,700 +2%

SPIB Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2023, worth a combined $4.66B — up 3% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPIB positions and 30 closed out — a net gain of 15 holders — while 171 added to existing stakes and 138 trimmed.

The largest buyer was Squarepoint, adding an estimated $85.4M. The largest seller was Allianz Investment Management US, cutting an estimated $97.4M.

  • 410 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2023, up from 400 in Q1 2023.
  • Funds reported $4.66B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2023 and 30 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2023 was Squarepoint, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2023.