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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $4.96B → $5.91B (+$951M)

19% more funds holding in top 10

Funds holding in top 10: 3744 (+7)

18% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 146

11% more funds holding

Funds holding: 409453 (+44)

0.02% less ownership

Funds ownership: 78.74%78.72% (-0.02%)

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.6%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.64%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.02B +$148M +4,672,777 +18%
CSIA
2
Charles Schwab Investment Advisory
California
$424M -$158M -4,957,222 -28%
LPL Financial
3
LPL Financial
California
$411M +$17.3M +545,856 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$253M +$2.61M +82,051 +1%
Creative Planning
5
Creative Planning
Kansas
$239M +$5.92M +186,311 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$228M +$20.2M +636,490 +10%
Morgan Stanley
7
Morgan Stanley
New York
$204M +$143M +4,515,369 +265%
DADC
8
D.A. Davidson & Co
Montana
$149M +$2.21M +69,415 +2%
Wells Fargo
9
Wells Fargo
California
$141M +$9.6M +302,108 +8%
FGAM
10
Financial Gravity Asset Management
Texas
$102M +$12.5M +393,865 +8%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$99.8M +$45.8M +1,440,000 +90%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.7M +$3.64M +114,472 +4%
GIM
13
GE Investment Management
Connecticut
$92.6M +$89.7M +2,821,500 New
Jane Street
14
Jane Street
New York
$84.2M +$43.9M +1,380,715 +117%
HighTower Advisors
15
HighTower Advisors
Illinois
$72.8M +$6.51M +204,901 +10%
EB
16
Eastern Bank
Massachusetts
$70.7M -$2.39M -75,139 -3%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$67.7M +$10.3M +324,504 +19%
CAI
18
Capital Advisors Inc
Oklahoma
$64.8M +$30.4M +955,213 +94%
MWM
19
Mission Wealth Management
California
$64.3M +$6.84M +215,381 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$60.5M +$42.5M +1,338,048 +265%
Bank of America
21
Bank of America
North Carolina
$53.3M -$28.6M -898,903 -36%
PAG
22
Private Advisor Group
New Jersey
$47.7M +$6.16M +193,696 +15%
ZIG
23
Zurich Insurance Group
Switzerland
$46M
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$46M +$15.8M +496,133 +55%
TLFA
25
True Link Financial Advisors
California
$42.5M +$41.2M +1,295,724 New

SPIB Hedge Fund Activity: Q4 2023 in Review

453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2023, worth a combined $5.91B — up 19% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPIB positions and 35 closed out — a net gain of 49 holders — while 172 added to existing stakes and 146 trimmed.

The largest buyer was Charles Schwab, adding an estimated $148M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $158M.

  • 453 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2023, up from 409 in Q3 2023.
  • Funds reported $5.91B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 84 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +49 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2023 was Charles Schwab, an estimated $148M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2023 was Charles Schwab Investment Advisory, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2023.