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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

409 hedge funds and large institutions have $4.96B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 125

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

16% more funds holding in top 10

Funds holding in top 10: 3237 (+5)

6% more capital invested

Capital invested by funds: $4.66B → $4.96B (+$295M)

2.98% more ownership

Funds ownership: 75.76%78.74% (+3%)

0% less funds holding

Funds holding: 410409 (-1)

Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.49%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$831M +$165M +5,183,505 +24%
CSIA
2
Charles Schwab Investment Advisory
California
$562M +$371M +11,660,136 +188%
LPL Financial
3
LPL Financial
California
$376M +$24.1M +757,777 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$240M +$16.5M +516,829 +7%
Creative Planning
5
Creative Planning
Kansas
$223M +$10.2M +319,157 +5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$199M +$31.9M +1,001,413 +19%
DADC
7
D.A. Davidson & Co
Montana
$141M +$3.45M +108,440 +2%
Wells Fargo
8
Wells Fargo
California
$125M +$27.2M +855,275 +27%
FGAM
9
Financial Gravity Asset Management
Texas
$89.3M +$155M +4,868,400 +2,310%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$89M +$7.04M +221,150 +8%
Bank of America
11
Bank of America
North Carolina
$79.3M -$25.6M -803,270 -24%
EB
12
Eastern Bank
Massachusetts
$70.1M +$389K +12,228 +0.6%
HighTower Advisors
13
HighTower Advisors
Illinois
$63.3M +$1.03M +32,224 +2%
MWM
14
Mission Wealth Management
California
$54.8M +$6.82M +214,064 +14%
BCMO
15
Buckingham Capital Management (Ohio)
Ohio
$54.6M +$8.76M +274,963 +19%
Morgan Stanley
16
Morgan Stanley
New York
$53.6M -$19.3M -606,620 -26%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$50.3M
ZIG
18
Zurich Insurance Group
Switzerland
$44.1M
PAG
19
Private Advisor Group
New Jersey
$39.6M +$9.16M +287,557 +30%
Jane Street
20
Jane Street
New York
$37.2M -$54.7M -1,718,753 -59%
ACM
21
Advisors Capital Management
New Jersey
$35.4M +$129K +4,038 +0.4%
EWA
22
ERTS Wealth Advisors
Michigan
$34.8M +$883K +27,719 +3%
UBS Group
23
UBS Group
Switzerland
$32.6M +$16.2M +507,541 +96%
TTWM
24
TCV Trust & Wealth Management
Virginia
$32.4M +$876K +27,520 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$32.4M +$8.84M +277,647 +37%

SPIB Hedge Fund Activity: Q3 2023 in Review

409 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2023, worth a combined $4.96B — up 6.3% from $4.66B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPIB positions and 38 closed out — a net gain of 6 holders — while 178 added to existing stakes and 125 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $371M. The largest seller was Squarepoint, cutting an estimated $97.7M.

  • 409 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2023, down from 410 in Q2 2023.
  • Funds reported $4.96B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 44 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2023 and 38 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2023 was Charles Schwab Investment Advisory, an estimated $371M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2023 was Squarepoint, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2023.