SPDR Portfolio Intermediate Term Corporate Bond

SPIB • ARCA

SPDR Portfolio Intermediate Term Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 549 institutional investors hold shares in this ETF, with total holdings valued at $9.0B. LPL Financial LLC is the largest holder with a position valued at $1.6B.

Overview

Overview of institutional ownership in SPIB as of Q3 2025

All Institutions

Institutions: 549
Value Held: $9.0B
Shares Held: 264.7M
Avg Position: $16.3M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 8
Value Held: $165.0M
Shares Held: 4.9M
Avg Position: $20.6M
Median Position: $4.3M

Biggest Investors

Institutions with the largest positions in SPIB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.6B 0.47% of portfolio	46.7M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$1.0B 0.16% of portfolio	29.6M shares	Q1 2020 Held for 5y 8m	$620.51B
M Municipal Employees' Retirement System of Michigan Institution	-	$439.5M 5.28% of portfolio	13.0M shares	Q1 2021 Held for 4y 8m	$8.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$341.6M 0.10% of portfolio	10.1M shares	Q3 2013 Held for 12y 2m	$341.99B
A American Family Investments, Inc. Institution	-	$325.5M 17.06% of portfolio	9.6M shares	Q2 2025 Held for 5 months	$1.9B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$249.4M 0.19% of portfolio	7.4M shares	Q2 2018 Held for 7y 5m	$130.86B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	William Clayton Bland CEO	$203.9M 3.22% of portfolio	6.0M shares	Q1 2023 Held for 2y 8m	$6.3B
D DAVIDSON D A & CO Institution	-	$196.5M 1.26% of portfolio	5.8M shares	Q4 2022 Held for 2y 11m	$15.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$179.5M 0.01% of portfolio	5.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$179.3M 0.04% of portfolio	5.3M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B

Net Capital Flow

Institutional buying and selling activity for SPIB in Q3 2025

Traded: +$659.2M
Buyers: 325
Sellers: 203
Total Bought: +$876.6M
Total Sold: −$217.3M
Avg Position: $15.0M

Biggest Buyers

Institution	Net Bought	Current Position
A American Family Investments, Inc. Institution	+$145.7M +4.3M shares	$325.5M 9.6M shares
D D. E. Shaw & Co., Inc. Institution	+$111.4M +3.3M shares	$170.6M 5.0M shares
STATE STREET CORP Institution	+$69.1M +2.0M shares	$160.2M 4.7M shares
L LPL Financial LLC Institution	+$63.5M +1.9M shares	$1.6B 46.7M shares
JPMORGAN CHASE & CO Institution	+$21.3M +627.9K shares	$26.9M 792.4K shares
Your Advocates Ltd., LLP RIA/Wealth	+$21.0M +620.2K shares	$21.0M 620.2K shares
Warren Averett Asset Management, LLC RIA/Wealth	+$19.7M +581.2K shares	$155.8M 4.6M shares
MORGAN STANLEY RIA/Wealth	+$18.8M +553.9K shares	$179.5M 5.3M shares
W Wealth Management Nebraska Institution	+$17.5M +517.1K shares	$166.6M 4.9M shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth	+$17.1M +505.0K shares	$203.9M 6.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
BB&T CORP Institution	−$60.1M −1.8M shares	$13.9M 409.1K shares
Farther Finance Advisors, LLC RIA/Wealth	−$21.2M −625.2K shares	$6.6M 193.9K shares
Advocacy Wealth Management Services, LLC RIA/Wealth	−$15.0M −445.2K shares	Sold Off 0 shares
INTEGRAL INVESTMENT ADVISORS, INC. RIA/Wealth	−$7.6M −224.6K shares	$12.2M 359.5K shares
CFG Asset Management LLC RIA/Wealth	−$7.1M −210.2K shares	Sold Off 0 shares
Financial Advocates Investment Management RIA/Wealth	−$7.0M −207.9K shares	Sold Off 0 shares
Eqis Capital Management, Inc. RIA/Wealth	−$6.5M −194.9K shares	Sold Off 0 shares
WRAPMANAGER INC RIA/Wealth	−$6.4M −189.4K shares	$17.4M 513.5K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$6.0M −178.8K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$4.8M −141.8K shares	$31.0M 916.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPIB in Q3 2025

New Positions: 26
New Value: $33.4M
Exited Positions: 47
Exited Value: $57.8M

New Positions

Institution	Position Value
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy	$9.5M 281.7K shares
V von Borstel & Associates, Inc. RIA/Wealth	$8.3M 245.6K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$5.1M 149.5K shares
Hershey Financial Advisers, LLC RIA/Wealth	$3.7M 108.2K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$1.6M 45.9K shares
Oregon Pacific Wealth Management, LLC RIA/Wealth	$904.1K 26.7K shares
Miracle Mile Advisors, LLC RIA/Wealth	$869.8K 25.7K shares
Prudent Man Advisors, LLC Long Only Manager	$740.3K 21.8K shares
B BROWN ADVISORY INC RIA/Wealth	$397.9K 11.7K shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC RIA/Wealth	$337.2K 10.0K shares

Exited Positions

Institution	Previous Position
Advocacy Wealth Management Services, LLC RIA/Wealth	$15.0M 445.2K shares
CFG Asset Management LLC RIA/Wealth	$7.1M 210.2K shares
Financial Advocates Investment Management RIA/Wealth	$7.0M 207.9K shares
Eqis Capital Management, Inc. RIA/Wealth	$6.5M 194.9K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$6.0M 178.8K shares
Leslie Global Wealth, LLC RIA/Wealth	$3.6M 108.4K shares
Prospera Financial Services RIA/Wealth	$3.1M 91.6K shares
FIRST TRUST ADVISORS LP ETF Provider	$1.7M 50.1K shares
F FIRST CITIZENS BANK & TRUST CO Institution	$1.0M 31.0K shares
COMPASS CAPITAL CORP /MA/ /ADV RIA/Wealth	$804.7K 24.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SPIB as of Q3 2025

Call Positions: 1
Call Value: $3.3M
Put Positions: 1
Put Value: $36.4M

Call Positions

Institution	Position Value
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$3.3M 350.0 contracts

Put Positions

Institution	Position Value
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$36.4M 3.9K contracts

Most Committed Institutions

Institutions with SPIB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Wealth Management Nebraska Institution	-	19.86% $166.6M	4.9M shares	Q4 2024 Held for 11 months	$838.6M
McMill Wealth Management Real Assets	Jennifer L. Ireland President	18.87% $62.4M	1.8M shares	Q4 2024 Held for 11 months	$330.7M
A American Family Investments, Inc. Institution	-	17.06% $325.5M	9.6M shares	Q2 2025 Held for 5 months	$1.9B
D Dodds Wealth, LLC RIA/Wealth	John Michael Dodds CCO	13.06% $52.7M	1.6M shares	Q4 2023 Held for 1y 11m	$403.8M
ERTS Wealth Advisors, LLC RIA/Wealth	Bruce Allan Roberts CCO	9.32% $28.9M	851.9K shares	Q1 2020 Held for 5y 8m	$309.6M
O Obsidian Personal Planning Solutions LLC RIA/Wealth	Patrick Kenneth Carroll CCO	7.86% $22.6M	667.9K shares	Q1 2024 Held for 1y 8m	$287.8M
Compton Financial Group, LLC RIA/Wealth	Christopher Patrick Compton Managing Partner	7.53% $31.3M	922.2K shares	Q1 2025 Held for 8 months	$415.3M
Collier Financial RIA/Wealth	Brandon James Collier Managing Partner	7.19% $9.6M	282.2K shares	Q3 2025 Held for 2 months	$133.0M
B Burt Wealth Advisors RIA/Wealth	Frederick Joseph Cornelius CEO	7.13% $29.0M	856.6K shares	Q1 2023 Held for 2y 8m	$407.3M
Your Advocates Ltd., LLP RIA/Wealth	Anna Rogge Banks CCO	7.05% $21.0M	620.2K shares	Q3 2025 Held for 2 months	$298.3M