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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

487 hedge funds and large institutions have $6.39B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 53 closing their positions.

Holders
487
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
7.08%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.63%
New
64
Increased
220
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.41B
2
LPL Financial
2
LPL Financial
California
$1.06B
3
Morgan Stanley
3
Morgan Stanley
New York
$140M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$287M
5
HGA
5
Hobbs Group Advisors
South Carolina
$17.9M

Top Sellers

1
GIM
1
GE Investment Management
Connecticut
$1.09M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
Wells Fargo
3
Wells Fargo
California
$193M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$66.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$64.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.41B 43,373,868 +12,460,328 +40%
LPL Financial
2
LPL Financial
California
$1.06B 32,456,990 +3,136,076 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$287M 8,822,056 +688,151 +8%
Creative Planning
4
Creative Planning
Kansas
$233M 7,151,543 -52,282 -0.7%
Wells Fargo
5
Wells Fargo
California
$193M 5,919,573 -2,598,000 -31%
DADC
6
D.A. Davidson & Co
Montana
$159M 4,885,864 +90,702 +2%
Morgan Stanley
7
Morgan Stanley
New York
$140M 4,295,599 +1,485,750 +53%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$122M 3,753,000 -72,400 -2%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$108M 3,324,564 +217,982 +7%
AssetMark Inc
10
AssetMark Inc
California
$107M 3,279,149 +235,671 +8%
MWM
11
Mission Wealth Management
California
$95.5M 2,934,154 +157,545 +6%
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$91.7M 2,817,031 +241,412 +9%
HighTower Advisors
13
HighTower Advisors
Illinois
$81.6M 2,505,656 +105,617 +4%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$66.9M 2,055,766 -984,234 -32%
EB
15
Eastern Bank
Massachusetts
$65.3M 2,005,868 +22,411 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$64.5M 1,981,844 -544,327 -22%
CAI
17
Capital Advisors Inc
Oklahoma
$62.4M 1,915,702 -42,689 -2%
TLFA
18
True Link Financial Advisors
California
$54.3M 1,668,034 +73,049 +5%
PAG
19
Private Advisor Group
New Jersey
$49.4M 1,517,839 +53,522 +4%
Bank of America
20
Bank of America
North Carolina
$47.6M 1,462,036 -197,531 -12%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$46.7M 1,434,187 -5,945 -0.4%
ZIG
22
Zurich Insurance Group
Switzerland
$45.7M 1,402,903 – –
DW
23
Dodds Wealth
Colorado
$42.6M 1,304,848 +36,623 +3%
EWA
24
ERTS Wealth Advisors
Michigan
$41.8M 1,284,247 +77,619 +6%
SGAM
25
Stephens Group Asset Management
Arkansas
$40.1M 1,232,269 +13,651 +1%
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