We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

496 hedge funds and large institutions have $7.2B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 254 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 122

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

13% more capital invested

Capital invested by funds: $6.4B → $7.2B (+$806M)

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

1% more funds holding

Funds holding: 490496 (+6)

0.26% more ownership

Funds ownership: 76.37%76.63% (+0.26%)

Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
7.12%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.67%
New
54
Increased
254
Reduced
122
Closed
42
Calls
$10K
Puts
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$1.5B +$39.6M +1,191,162 +3%
LPL Financial
2
LPL Financial
California
$1.18B +$83.7M +2,519,120 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$341M +$42.6M +1,280,831 +15%
Creative Planning
4
Creative Planning
Kansas
$234M -$7.22M -217,299 -3%
Wells Fargo
5
Wells Fargo
California
$170M -$28.9M -869,300 -15%
DADC
6
D.A. Davidson & Co
Montana
$167M +$2.11M +63,599 +1%
Morgan Stanley
7
Morgan Stanley
New York
$165M +$19.6M +591,197 +14%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$133M +$6.65M +200,000 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M +$10.1M +304,321 +9%
AssetMark Inc
10
AssetMark Inc
California
$113M +$2.74M +82,309 +3%
MWM
11
Mission Wealth Management
California
$105M +$6.35M +191,045 +7%
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$99.6M +$4.55M +136,802 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$91.2M +$6.65M +200,114 +8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$90.5M +$89.2M +2,684,800 New
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$81.1M +$11.6M +350,000 +17%
TLFA
16
True Link Financial Advisors
California
$78M +$21.4M +644,542 +39%
EB
17
Eastern Bank
Massachusetts
$67.6M +$29.9K +900 +0%
CAI
18
Capital Advisors Inc
Oklahoma
$64.7M +$77.7K +2,338 +0.1%
Bank of America
19
Bank of America
North Carolina
$50.4M +$1.11M +33,287 +2%
Squarepoint
20
Squarepoint
New York
$49.8M +$29.1M +875,985 +146%
PAG
21
Private Advisor Group
New Jersey
$49.5M -$1.62M -48,886 -3%
ZIG
22
Zurich Insurance Group
Switzerland
$47.3M
SGAM
23
Stephens Group Asset Management
Arkansas
$46.3M +$4.67M +140,405 +11%
EWA
24
ERTS Wealth Advisors
Michigan
$44.8M +$1.52M +45,848 +4%
DW
25
Dodds Wealth
Colorado
$44.6M +$1.08M +32,562 +2%

SPIB Hedge Fund Activity: Q3 2024 in Review

496 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q3 2024, worth a combined $7.2B — up 13% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SPIB positions and 42 closed out — a net gain of 12 holders — while 254 added to existing stakes and 122 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $89.2M. The largest seller was Royal Bank of Canada, cutting an estimated $46.2M.

  • 496 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q3 2024, up from 490 in Q2 2024.
  • Funds reported $7.2B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 54 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q3 2024 and 42 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $89.2M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $46.2M sold.

Based on aggregated 13F filings for Q3 2024.