State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
455 hedge funds and large institutions have $5.72B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.
169% more capital inflows, than outflows
Capital inflows: $992M | Capital outflows: $369M
146% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 35
22% more funds holding in top 10
Funds holding in top 10: 37 → 45 (+8)
18% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 146
11% more funds holding
Funds holding: 409 → 455 (+46)
1.05% less ownership
Funds ownership: 76.23% → 75.18% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$148M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$45.8M |
| 3 |
Morgan Stanley
New York
|
+$44.6M |
| 4 |
Jane Street
New York
|
+$43.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$158M |
| 2 |
Cantor Fitzgerald
New York
|
-$31.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$15.2M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$12.4M |
SPIB Hedge Fund Activity: Q4 2023 in Review
455 of the 6,876 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 $5.72B — up 17% from $4.87B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SPIB positions and 35 closed out — a net gain of 51 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.
- 455 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 $5.72B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 86 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2023 and 35 closed out, a net change of +51 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.