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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

483 hedge funds and large institutions have $6.82B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

Holders
483
Holders Change
+30
Holders Change %
+6.62%
% of All Funds
7%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
77
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$4K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$959M
2
GIM
2
GE Investment Management
Connecticut
$517M
3
Wells Fargo
3
Wells Fargo
California
$278M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$125M
5
AssetMark Inc
5
AssetMark Inc
California
$99.5M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$23.9M
2
FGAM
2
Financial Gravity Asset Management
Texas
$26.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$91.9M
4
Jane Street
4
Jane Street
New York
$0
5
RA
5
RFG Advisory
Alabama
$356K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.01B 30,913,540 -189,998 -0.6%
LPL Financial
2
LPL Financial
California
$959M 29,320,914 +16,811,376 +134%
GIM
3
GE Investment Management
Connecticut
$517M 15,814,662 +12,993,162 +461%
CSIA
4
Charles Schwab Investment Advisory
California
$408M 12,487,778 -418,566 -3%
Wells Fargo
5
Wells Fargo
California
$278M 8,517,573 +4,230,598 +99%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$266M 8,133,905 +429,740 +6%
Creative Planning
7
Creative Planning
Kansas
$235M 7,203,825 -82,520 -1%
DADC
8
D.A. Davidson & Co
Montana
$157M 4,795,162 +253,254 +6%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$125M 3,825,400 +3,825,400 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$102M 3,106,582 +161,824 +5%
AssetMark Inc
11
AssetMark Inc
California
$99.5M 3,043,478 +3,043,460 +16,908,111%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$99.4M 3,040,000 – –
Morgan Stanley
13
Morgan Stanley
New York
$91.9M 2,809,849 -3,410,987 -55%
MWM
14
Mission Wealth Management
California
$90.8M 2,776,609 +817,432 +42%
BCMO
15
Buckingham Capital Management (Ohio)
Ohio
$84.2M 2,575,619 +514,906 +25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82.6M 2,526,171 +682,295 +37%
HighTower Advisors
17
HighTower Advisors
Illinois
$78.5M 2,400,039 +180,965 +8%
EB
18
Eastern Bank
Massachusetts
$64.8M 1,983,457 -169,371 -8%
CAI
19
Capital Advisors Inc
Oklahoma
$64M 1,958,391 -16,504 -0.8%
Bank of America
20
Bank of America
North Carolina
$54.3M 1,659,567 +36,060 +2%
TLFA
21
True Link Financial Advisors
California
$52.1M 1,594,985 +299,261 +23%
PAG
22
Private Advisor Group
New Jersey
$47.9M 1,464,317 +11,543 +0.8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$47.1M 1,440,132 +38,796 +3%
ZIG
24
Zurich Insurance Group
Switzerland
$45.9M 1,402,903 – –
DW
25
Dodds Wealth
Colorado
$41.5M 1,268,225 +759,703 +149%
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