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State Street SPDR Portfolio Corporate Bond ETF

173 hedge funds and large institutions have $1.34B invested in State Street SPDR Portfolio Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 42

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.26B → $1.34B (+$84.6M)

2% more funds holding

Funds holding: 169173 (+4)

1.21% more ownership

Funds ownership: 69.83%71.04% (+1.2%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
28
Increased
81
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$233M +$292K +9,949 +0.1%
LPL Financial
2
LPL Financial
California
$85.6M -$2.32M -79,079 -3%
Bank of America
3
Bank of America
North Carolina
$65.4M -$15.2M -517,348 -19%
AssetMark Inc
4
AssetMark Inc
California
$63M +$20.4M +694,327 +47%
AWM
5
AE Wealth Management
Kansas
$61.6M +$4.27M +145,679 +7%
CI
6
CX Institutional
Indiana
$59.6M +$1.22M +41,733 +2%
DJSG
7
D.J. St. Germain
Massachusetts
$57.4M -$4.64M -158,174 -7%
PA
8
Procyon Advisors
Connecticut
$50.5M +$7.25M +247,084 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$45.5M +$742K +25,296 +2%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$44M +$38.4M +1,309,658 +643%
ETC
11
Exchange Traded Concepts
Oklahoma
$41.7M +$1.87M +63,862 +5%
SFWA
12
Summit Financial Wealth Advisors
Louisiana
$32.7M +$2.91M +99,072 +10%
NDSIB
13
North Dakota State Investment Board
North Dakota
$31.6M
GWM
14
Geneos Wealth Management
Colorado
$29.5M +$670K +22,833 +2%
RWP
15
RWA Wealth Partners
Massachusetts
$27.6M -$2.87M -97,857 -9%
AFG
16
Arkansas Financial Group
Arkansas
$25.5M +$1.67M +56,954 +7%
Morgan Stanley
17
Morgan Stanley
New York
$24.9M -$13.5M -459,612 -35%
FAM
18
Flaharty Asset Management
Florida
$21.7M +$281K +9,573 +1%
CA
19
CoreCap Advisors
Michigan
$21.1M +$21M +717,231 +7,162%
NL
20
NEPC LLC
Massachusetts
$21M +$13.7M +465,446 +180%
SMF
21
Sterling Manor Financial
New York
$19.5M +$1.16M +39,493 +6%
Financial Engines Advisors
22
Financial Engines Advisors
California
$16.9M +$450K +15,353 +3%
Mariner
23
Mariner
Kansas
$15.1M -$671K -22,875 -4%
TCM
24
Tradewinds Capital Management
Washington
$14.6M -$7.42M -253,080 -34%
FGAM
25
Financial Gravity Asset Management
Texas
$12.8M +$493K +16,811 +4%