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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

559 hedge funds and large institutions have $7.97B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 245 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 182

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

4% more funds holding in top 10

Funds holding in top 10: 5456 (+2)

0% more funds holding

Funds holding: 557559 (+2)

0.51% less ownership

Funds ownership: 81.52%81.01% (-0.51%)

31% less capital invested

Capital invested by funds: $11.5B → $7.97B (-$3.54B)

Holders
559
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
7.5%
Holding in Top 10
56
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
63
Increased
245
Reduced
182
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.4B +$129M +3,902,141 +10%
Charles Schwab
2
Charles Schwab
California
$1.39B -$59.7M -1,812,427 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$329M +$10.4M +314,420 +3%
Creative Planning
4
Creative Planning
Kansas
$232M +$4.46M +135,173 +2%
DADC
5
D.A. Davidson & Co
Montana
$182M +$10.5M +318,826 +6%
Morgan Stanley
6
Morgan Stanley
New York
$170M -$13.3M -403,393 -7%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$167M +$38.9M +1,180,900 +31%
AssetMark Inc
8
AssetMark Inc
California
$163M +$1.88M +56,990 +1%
Wells Fargo
9
Wells Fargo
California
$151M +$15.4M +467,954 +11%
WMN
10
Wealth Management Nebraska
Nebraska
$145M +$6.55M +198,591 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$136M +$102M +3,098,196 +313%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$135M
WA
13
Waverly Advisors
Alabama
$130M +$115M +3,477,294 +823%
TLFA
14
True Link Financial Advisors
California
$113M +$6.06M +183,902 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$98.5M +$2.62M +79,410 +3%
Ameriprise
16
Ameriprise
Minnesota
$95.4M +$3.03M +92,047 +3%
State Street
17
State Street
Massachusetts
$80.9M -$48.3M -1,464,220 -38%
CM
18
Castleark Management
Illinois
$68M -$56.4M -1,712,080 -46%
CAI
19
Capital Advisors Inc
Oklahoma
$59.1M -$1.21M -36,707 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$56.2M +$49.9M +1,513,293 +853%
SGAM
21
Stephens Group Asset Management
Arkansas
$55.1M +$8.67M +263,027 +19%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$55M
Osaic Holdings
23
Osaic Holdings
Arizona
$54.7M +$6.14M +186,162 +13%
PAG
24
Private Advisor Group
New Jersey
$53.7M +$2.88M +87,380 +6%
MWM
25
McMill Wealth Management
Nebraska
$53.4M +$2.16M +65,388 +4%

SPIB Hedge Fund Activity: Q1 2025 in Review

559 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q1 2025, worth a combined $7.97B — down 31% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SPIB positions and 48 closed out — a net gain of 15 holders — while 245 added to existing stakes and 182 trimmed.

The largest buyer was LPL Financial, adding an estimated $129M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $168M sold.

  • 559 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q1 2025, up from 557 in Q4 2024.
  • Funds reported $7.97B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q1 2025, down 31% quarter-over-quarter.
  • 63 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q1 2025 and 48 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $129M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q1 2025 was Jefferies Financial Group, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2025.