State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
409 hedge funds and large institutions have $4.87B 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, 177 increasing their positions, 126 reducing their positions, and 38 closing their positions.
55% more capital inflows, than outflows
Capital inflows: $934M | Capital outflows: $601M
40% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 126
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: 32 → 37 (+5)
0.58% more ownership
Funds ownership: 75.65% → 76.23% (+0.58%)
0% less funds holding
Funds holding: 410 → 409 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$371M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$165M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.9M |
| 4 |
Eagle Ridge Investment Management
Stamford,
Connecticut
|
+$28.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
-$97.7M |
| 2 |
Jane Street
New York
|
-$54.7M |
| 3 |
Jefferies Financial Group
New York
|
-$47.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25.6M |
| 5 |
Morgan Stanley
New York
|
-$19.3M |
SPIB Hedge Fund Activity: Q3 2023 in Review
409 of the 6,316 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 $4.87B — up 4.4% 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 177 added to existing stakes and 126 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 $4.87B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2023, up 4.4% 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.