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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

559 hedge funds and large institutions have $8.35B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 252 increasing their positions, 174 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 174

4.38% more ownership

Funds ownership: 81.01%85.39% (+4.4%)

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

5% more capital invested

Capital invested by funds: $7.97B → $8.35B (+$375M)

0% more funds holding

Funds holding: 559559 (0)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

Holders
559
Holders Change
Holders Change %
0%
% of All Funds
7.36%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.71%
New
57
Increased
252
Reduced
174
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.51B +$87.3M +2,637,433 +6%
Charles Schwab
2
Charles Schwab
California
$980M -$414M -12,497,614 -30%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$435M +$424M +12,803,930 +7,799%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$329M -$3M -90,631 -0.9%
Creative Planning
5
Creative Planning
Kansas
$232M -$1.7M -51,448 -0.7%
DADC
6
D.A. Davidson & Co
Montana
$187M +$3.17M +95,829 +2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$185M +$15.7M +474,631 +9%
Ameriprise
8
Ameriprise
Minnesota
$182M +$84M +2,537,710 +88%
AFI
9
American Family Investments
Wisconsin
$178M +$176M +5,304,000 New
AssetMark Inc
10
AssetMark Inc
California
$169M +$3.58M +108,164 +2%
Morgan Stanley
11
Morgan Stanley
New York
$159M -$11.9M -358,157 -7%
Wells Fargo
12
Wells Fargo
California
$159M +$6.47M +195,511 +4%
WMN
13
Wealth Management Nebraska
Nebraska
$147M +$1.28M +38,793 +0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$142M +$4.81M +145,273 +4%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$136M
WA
16
Waverly Advisors
Alabama
$135M +$3.82M +115,454 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$100M +$586K +17,714 +0.6%
State Street
18
State Street
Massachusetts
$90.3M +$8.5M +256,871 +11%
CM
19
Castleark Management
Illinois
$84.6M +$15.7M +473,790 +23%
Osaic Holdings
20
Osaic Holdings
Arizona
$74.1M +$18.7M +565,376 +34%
Truist Financial
21
Truist Financial
North Carolina
$73.3M +$62M +1,872,691 +605%
CAI
22
Capital Advisors Inc
Oklahoma
$59.3M -$464K -14,015 -0.8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$58.7M +$15M +454,100 +35%
MWM
24
McMill Wealth Management
Nebraska
$56.7M +$2.66M +80,220 +5%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$55.6M

SPIB Hedge Fund Activity: Q2 2025 in Review

559 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) for Q2 2025, worth a combined $8.35B — up 4.7% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SPIB positions and 53 closed out — a net gain of 4 holders — while 252 added to existing stakes and 174 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $424M. The largest seller was Charles Schwab, cutting an estimated $414M.

  • 559 institutional investors held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $8.35B of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 57 funds opened new State Street SPDR Portfolio Intermediate Term Corporate Bond ETF positions in Q2 2025 and 53 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF buyer in Q2 2025 was Municipal Employees' Retirement System of Michigan, an estimated $424M added.
  • The largest State Street SPDR Portfolio Intermediate Term Corporate Bond ETF seller in Q2 2025 was Charles Schwab, an estimated $414M sold.

Based on aggregated 13F filings for Q2 2025.