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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

490 hedge funds and large institutions have $6.4B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 137

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

5% more funds holding in top 10

Funds holding in top 10: 41 → 43 (+2)

1% more funds holding

Funds holding: 484 → 490 (+6)

2.85% less ownership

Funds ownership: 79.22% → 76.37% (-2.9%)

6% less capital invested

Capital invested by funds: $6.82B → $6.4B (-$426M)

Holders
490
Holders Change
+6
Holders Change %
+1.24%
% 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
0.62%
New
65
Increased
221
Reduced
137
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$404M
2
LPL Financial
LPL Financial
California
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$48.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$22.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$15.2M

Top Sellers

1
GIM
GE Investment Management
Connecticut
-$511M
2
Wells Fargo
Wells Fargo
California
-$84.2M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$31.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.41B +$404M +12,460,328 +40%
LPL Financial
2
LPL Financial
California
$1.06B +$102M +3,136,076 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$287M +$22.3M +688,151 +8%
Creative Planning
4
Creative Planning
Kansas
$233M -$1.69M -52,282 -0.7%
Wells Fargo
5
Wells Fargo
California
$193M -$84.2M -2,598,000 -31%
DADC
6
D.A. Davidson & Co
Montana
$159M +$2.94M +90,702 +2%
Morgan Stanley
7
Morgan Stanley
New York
$140M +$48.1M +1,485,750 +53%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$122M -$2.35M -72,400 -2%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$108M +$7.06M +217,982 +7%
AssetMark Inc
10
AssetMark Inc
California
$107M +$7.63M +235,671 +8%
MWM
11
Mission Wealth Management
California
$95.5M +$5.1M +157,545 +6%
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$91.7M +$7.82M +241,412 +9%
HighTower Advisors
13
HighTower Advisors
Illinois
$81.6M +$3.42M +105,617 +4%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$66.9M -$31.9M -984,234 -32%
EB
15
Eastern Bank
Massachusetts
$65.3M +$726K +22,411 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$64.5M -$17.6M -544,327 -22%
CAI
17
Capital Advisors Inc
Oklahoma
$62.4M -$1.38M -42,689 -2%
TLFA
18
True Link Financial Advisors
California
$54.3M +$2.37M +73,049 +5%
PAG
19
Private Advisor Group
New Jersey
$49.4M +$1.73M +53,522 +4%
Bank of America
20
Bank of America
North Carolina
$47.6M -$6.4M -197,531 -12%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$46.7M -$193K -5,945 -0.4%
ZIG
22
Zurich Insurance Group
Switzerland
$45.7M – – –
DW
23
Dodds Wealth
Colorado
$42.6M +$1.19M +36,623 +3%
EWA
24
ERTS Wealth Advisors
Michigan
$41.8M +$2.51M +77,619 +6%
SGAM
25
Stephens Group Asset Management
Arkansas
$40.1M +$442K +13,651 +1%
1
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SPIB Hedge Fund Activity: Q2 2024 in Review

490 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2024, worth a combined $6.4B — down 6.2% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPIB positions and 53 closed out — a net gain of 12 holders — while 221 added to existing stakes and 137 trimmed.

The largest buyer was Charles Schwab, adding an estimated $404M. The largest seller was GE Investment Management, cutting an estimated $511M.

  • 490 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2024, up from 484 in Q1 2024.
  • Funds reported $6.4B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2024, down 6.2% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2024 and 53 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $404M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2024 was GE Investment Management, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2024.