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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$562M
2
Charles Schwab
2
Charles Schwab
California
$831M
3
FGAM
3
Financial Gravity Asset Management
Texas
$89.3M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$199M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$28.3M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
Squarepoint
2
Squarepoint
New York
$5.69M
3
Jane Street
3
Jane Street
New York
$37.2M
4
JFG
4
Jefferies Financial Group
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$79.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$831M 26,430,761 +5,183,505 +24%
CSIA
2
Charles Schwab Investment Advisory
California
$562M 17,863,566 +11,660,136 +188%
LPL Financial
3
LPL Financial
California
$376M 11,963,682 +757,777 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$240M 7,622,114 +516,829 +7%
Creative Planning
5
Creative Planning
Kansas
$223M 7,100,034 +319,157 +5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$199M 6,320,040 +1,001,413 +19%
DADC
7
D.A. Davidson & Co
Montana
$141M 4,472,493 +108,440 +2%
Wells Fargo
8
Wells Fargo
California
$125M 3,984,867 +855,275 +27%
FGAM
9
Financial Gravity Asset Management
Texas
$89.3M 5,079,161 +4,868,400 +2,310%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$89M 2,830,286 +221,150 +8%
Bank of America
11
Bank of America
North Carolina
$79.3M 2,522,410 -803,270 -24%
EB
12
Eastern Bank
Massachusetts
$70.1M 2,227,967 +12,228 +0.6%
HighTower Advisors
13
HighTower Advisors
Illinois
$63.3M 2,014,173 +32,224 +2%
MWM
14
Mission Wealth Management
California
$54.8M 1,743,796 +214,064 +14%
BCMO
15
Buckingham Capital Management (Ohio)
Ohio
$54.6M 1,736,209 +274,963 +19%
Morgan Stanley
16
Morgan Stanley
New York
$53.6M 1,705,467 -606,620 -26%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$50.3M 1,600,000 – –
ZIG
18
Zurich Insurance Group
Switzerland
$44.1M 1,402,903 – –
PAG
19
Private Advisor Group
New Jersey
$39.6M 1,259,078 +287,557 +30%
Jane Street
20
Jane Street
New York
$37.2M 1,183,690 -1,718,753 -59%
ACM
21
Advisors Capital Management
New Jersey
$35.4M 1,126,691 +4,038 +0.4%
EWA
22
ERTS Wealth Advisors
Michigan
$34.8M 1,106,393 +27,719 +3%
UBS Group
23
UBS Group
Switzerland
$32.6M 1,035,635 +507,541 +96%
TTWM
24
TCV Trust & Wealth Management
Virginia
$32.4M 1,030,582 +27,520 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$32.4M 1,028,981 +277,647 +37%
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