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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

557 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 266 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

127% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 117

60% more capital invested

Capital invested by funds: $7.2B → $11.5B (+$4.32B)

15% more funds holding in top 10

Funds holding in top 10: 4754 (+7)

12% more funds holding

Funds holding: 496557 (+61)

4.89% more ownership

Funds ownership: 76.63%81.52% (+4.9%)

Holders
557
Holders Change
+61
Holders Change %
+12.3%
% of All Funds
7.34%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.71%
New
116
Increased
266
Reduced
117
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.6B -$29.1K -878 -0.8%
Charles Schwab
2
Charles Schwab
California
$1.42B -$35.6M -1,074,571 -2%
LPL Financial
3
LPL Financial
California
$1.26B +$111M +3,353,932 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$314M -$17.2M -518,441 -5%
Creative Planning
5
Creative Planning
Kansas
$224M -$3.41M -102,921 -1%
Morgan Stanley
6
Morgan Stanley
New York
$180M +$20.4M +616,000 +13%
DADC
7
D.A. Davidson & Co
Montana
$169M +$7.18M +216,822 +4%
JFG
8
Jefferies Financial Group
New York
$168M +$153M +4,630,273 +926%
AssetMark Inc
9
AssetMark Inc
California
$159M +$49.6M +1,498,890 +45%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$139M +$51.1M +1,543,500 +57%
WMN
11
Wealth Management Nebraska
Nebraska
$136M +$138M +4,160,759 New
Wells Fargo
12
Wells Fargo
California
$133M -$32.3M -976,629 -19%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$133M +$3.31M +100,000 +3%
State Street
14
State Street
Massachusetts
$128M +$113M +3,425,082 +726%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M +$7.56M +228,359 +6%
CM
16
Castleark Management
Illinois
$123M +$124M +3,757,660 New
MWM
17
Mission Wealth Management
California
$111M +$8.3M +250,659 +8%
TLFA
18
True Link Financial Advisors
California
$105M +$29.5M +891,252 +39%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$105M +$7.88M +238,037 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$94.5M +$5.88M +177,554 +7%
Ameriprise
21
Ameriprise
Minnesota
$90.9M +$57M +1,722,266 +163%
EB
22
Eastern Bank
Massachusetts
$62.9M -$2.83M -85,529 -4%
CAI
23
Capital Advisors Inc
Oklahoma
$59.5M -$3.38M -102,094 -5%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$54.2M -$24.8M -750,000 -31%
MWM
25
McMill Wealth Management
Nebraska
$50.5M +$51M +1,541,549 New

SPIB Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q4 2024, worth a combined $11.5B — up 60% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SPIB positions and 41 closed out — a net gain of 75 holders — while 266 added to existing stakes and 117 trimmed.

The largest buyer was Jefferies Financial Group, adding an estimated $153M. The largest seller was Squarepoint, exiting entirely with an estimated $49.8M sold.

  • 557 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q4 2024, up from 496 in Q3 2024.
  • Funds reported $11.5B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q4 2024, up 60% quarter-over-quarter.
  • 116 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q4 2024 and 41 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q4 2024 was Jefferies Financial Group, an estimated $153M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q4 2024 was Squarepoint, an estimated $49.8M sold.

Based on aggregated 13F filings for Q4 2024.