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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

484 hedge funds and large institutions have $6.82B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

32% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 149

15% more capital invested

Capital invested by funds: $5.91B → $6.82B (+$913M)

7% more funds holding

Funds holding: 453484 (+31)

0.5% more ownership

Funds ownership: 78.72%79.22% (+0.5%)

7% less funds holding in top 10

Funds holding in top 10: 4441 (-3)

Holders
484
Holders Change
+31
Holders Change %
+6.84%
% of All Funds
6.97%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
78
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.01B -$6.2M -189,998 -0.6%
LPL Financial
2
LPL Financial
California
$959M +$548M +16,811,376 +134%
GIM
3
GE Investment Management
Connecticut
$517M +$424M +12,993,162 +461%
CSIA
4
Charles Schwab Investment Advisory
California
$408M -$13.7M -418,566 -3%
Wells Fargo
5
Wells Fargo
California
$278M +$138M +4,230,598 +99%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$266M +$14M +429,740 +6%
Creative Planning
7
Creative Planning
Kansas
$235M -$2.69M -82,520 -1%
DADC
8
D.A. Davidson & Co
Montana
$157M +$8.26M +253,254 +6%
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$125M +$125M +3,825,400 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$102M +$5.28M +161,824 +5%
AssetMark Inc
11
AssetMark Inc
California
$99.5M +$99.3M +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
Morgan Stanley
13
Morgan Stanley
New York
$91.9M -$111M -3,410,987 -55%
MWM
14
Mission Wealth Management
California
$90.8M +$26.7M +817,432 +42%
BCMO
15
Buckingham Capital Management (Ohio)
Ohio
$84.2M +$16.8M +514,906 +25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82.6M +$22.3M +682,295 +37%
HighTower Advisors
17
HighTower Advisors
Illinois
$78.5M +$5.9M +180,965 +8%
EB
18
Eastern Bank
Massachusetts
$64.8M -$5.52M -169,371 -8%
CAI
19
Capital Advisors Inc
Oklahoma
$64M -$538K -16,504 -0.8%
Bank of America
20
Bank of America
North Carolina
$54.3M +$1.18M +36,060 +2%
TLFA
21
True Link Financial Advisors
California
$52.1M +$9.76M +299,261 +23%
PAG
22
Private Advisor Group
New Jersey
$47.9M +$377K +11,543 +0.8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$47.1M +$1.27M +38,796 +3%
ZIG
24
Zurich Insurance Group
Switzerland
$45.9M
DW
25
Dodds Wealth
Colorado
$41.5M +$24.8M +759,703 +149%

SPIB Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2024, worth a combined $6.82B — up 15% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPIB positions and 40 closed out — a net gain of 38 holders — while 196 added to existing stakes and 149 trimmed.

The largest buyer was LPL Financial, adding an estimated $548M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $203M.

  • 484 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2024, up from 453 in Q4 2023.
  • Funds reported $6.82B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 78 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2024 and 40 closed out, a net change of +38 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $548M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.