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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

453 hedge funds and large institutions have $5.91B invested in 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.

Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.64%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.65%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$204M
3
GIM
3
GE Investment Management
Connecticut
$92.6M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$99.8M
5
Jane Street
5
Jane Street
New York
$84.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$424M
2
CF
2
Cantor Fitzgerald
New York
$214K
3
Bank of America
3
Bank of America
North Carolina
$53.3M
4
State Street
4
State Street
Massachusetts
$10.5M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.02B 31,103,538 +4,672,777 +18%
CSIA
2
Charles Schwab Investment Advisory
California
$424M 12,906,344 -4,957,222 -28%
LPL Financial
3
LPL Financial
California
$411M 12,509,538 +545,856 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$253M 7,704,165 +82,051 +1%
Creative Planning
5
Creative Planning
Kansas
$239M 7,286,345 +186,311 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$228M 6,956,530 +636,490 +10%
Morgan Stanley
7
Morgan Stanley
New York
$204M 6,220,836 +4,515,369 +265%
DADC
8
D.A. Davidson & Co
Montana
$149M 4,541,908 +69,415 +2%
Wells Fargo
9
Wells Fargo
California
$141M 4,286,975 +302,108 +8%
FGAM
10
Financial Gravity Asset Management
Texas
$102M 5,473,026 +393,865 +8%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$99.8M 3,040,000 +1,440,000 +90%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.7M 2,944,758 +114,472 +4%
GIM
13
GE Investment Management
Connecticut
$92.6M 2,821,500 +2,821,500 New
Jane Street
14
Jane Street
New York
$84.2M 2,564,405 +1,380,715 +117%
HighTower Advisors
15
HighTower Advisors
Illinois
$72.8M 2,219,074 +204,901 +10%
EB
16
Eastern Bank
Massachusetts
$70.7M 2,152,828 -75,139 -3%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$67.7M 2,060,713 +324,504 +19%
CAI
18
Capital Advisors Inc
Oklahoma
$64.8M 1,974,895 +955,213 +94%
MWM
19
Mission Wealth Management
California
$64.3M 1,959,177 +215,381 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$60.5M 1,843,876 +1,338,048 +265%
Bank of America
21
Bank of America
North Carolina
$53.3M 1,623,507 -898,903 -36%
PAG
22
Private Advisor Group
New Jersey
$47.7M 1,452,774 +193,696 +15%
ZIG
23
Zurich Insurance Group
Switzerland
$46M 1,402,903 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$46M 1,401,336 +496,133 +55%
TLFA
25
True Link Financial Advisors
California
$42.5M 1,295,724 +1,295,724 New
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