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State Street SPDR Portfolio Corporate Bond ETF

169 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 171169 (-2)

6% less capital invested

Capital invested by funds: $1.34B → $1.26B (-$86.4M)

9.05% less ownership

Funds ownership: 78.88%69.83% (-9%)

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
77
Reduced
44
Closed
22
Calls
$35M
Puts
Net Calls
+$35M
Net Calls Change
+$58.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$9.32M +$801K +27,127 +9%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$8.65M +$107K +3,616 +1%
EG
28
Enstar Group
Bermuda
$8.11M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$7.69M -$154K -5,214 -2%
NL
30
NEPC LLC
Massachusetts
$7.59M -$40.8M -1,380,665 -84%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$6.79M +$109K +3,691 +2%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$5.98M -$31.3M -1,060,118 -84%
BCG
33
Breakwater Capital Group
New Jersey
$5.87M +$953K +32,254 +19%
JCM
34
Jacobi Capital Management
Pennsylvania
$5.17M +$224K +7,582 +4%
FIA
35
Foundations Investment Advisors
Arizona
$5.07M +$914K +30,933 +22%
MPW
36
Melone Private Wealth
Michigan
$4.92M -$298K -10,091 -6%
NP
37
NorthRock Partners
Minnesota
$4.81M +$804K +27,219 +20%
HAG
38
HighPoint Advisor Group
Illinois
$4.56M +$4.59M +155,532 New
MML Investors Services
39
MML Investors Services
Massachusetts
$4.27M -$149K -5,045 -3%
PAG
40
Private Advisor Group
New Jersey
$4.17M -$20.7K -701 -0.5%
5SA
41
5th Street Advisors
Connecticut
$3.96M -$306K -10,366 -7%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.71M +$1.02M +34,406 +37%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$3.65M -$1.21K -41 -0%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$3.33M -$44.7K -1,515 -1%
TPW
45
Transatlantique Private Wealth
New York
$2.58M +$396K +13,393 +18%
Goldman Sachs
46
Goldman Sachs
New York
$2.39M +$2.41M +81,581 New
RWM
47
Ritholtz Wealth Management
New York
$2.37M +$13.9K +471 +0.6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.23M +$153K +5,168 +7%
TAP
49
Tounjian Advisory Partners
Florida
$2.22M +$30.8K +1,042 +1%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$2.06M +$2.07M +70,179 New