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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

494 hedge funds and large institutions have $7.2B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 254 increasing their positions, 121 reducing their positions, and 42 closing their positions.

Holders
494
Holders Change
+7
Holders Change %
+1.44%
% of All Funds
7.15%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.68%
New
55
Increased
254
Reduced
121
Closed
42
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$90.5M
2
LPL Financial
2
LPL Financial
California
$1.18B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$341M
4
Charles Schwab
4
Charles Schwab
California
$1.5B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$34M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.9M
2
Wells Fargo
2
Wells Fargo
California
$170M
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
CWM
4
Cabot Wealth Management
Massachusetts
$12.8M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$39.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.5B 44,565,030 +1,191,162 +3%
LPL Financial
2
LPL Financial
California
$1.18B 34,976,110 +2,519,120 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$341M 10,102,887 +1,280,831 +15%
Creative Planning
4
Creative Planning
Kansas
$234M 6,934,244 -217,299 -3%
Wells Fargo
5
Wells Fargo
California
$170M 5,050,273 -869,300 -15%
DADC
6
D.A. Davidson & Co
Montana
$167M 4,949,463 +63,599 +1%
Morgan Stanley
7
Morgan Stanley
New York
$165M 4,886,796 +591,197 +14%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$133M 3,953,000 +200,000 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M 3,628,885 +304,321 +9%
AssetMark Inc
10
AssetMark Inc
California
$113M 3,361,458 +82,309 +3%
MWM
11
Mission Wealth Management
California
$105M 3,125,199 +191,045 +7%
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$99.6M 2,953,833 +136,802 +5%
HighTower Advisors
13
HighTower Advisors
Illinois
$91.2M 2,705,770 +200,114 +8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$90.5M 2,684,800 +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 2,405,766 +350,000 +17%
TLFA
16
True Link Financial Advisors
California
$78M 2,312,576 +644,542 +39%
EB
17
Eastern Bank
Massachusetts
$67.6M 2,006,768 +900 +0%
CAI
18
Capital Advisors Inc
Oklahoma
$64.7M 1,918,040 +2,338 +0.1%
Bank of America
19
Bank of America
North Carolina
$50.4M 1,495,323 +33,287 +2%
Squarepoint
20
Squarepoint
New York
$49.8M 1,476,480 +875,985 +146%
PAG
21
Private Advisor Group
New Jersey
$49.5M 1,468,953 -48,886 -3%
ZIG
22
Zurich Insurance Group
Switzerland
$47.3M 1,402,903 – –
SGAM
23
Stephens Group Asset Management
Arkansas
$46.3M 1,372,674 +140,405 +11%
EWA
24
ERTS Wealth Advisors
Michigan
$44.8M 1,330,095 +45,848 +4%
DW
25
Dodds Wealth
Colorado
$44.6M 1,337,410 +32,562 +2%
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