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SPDR Portfolio Corporate Bond ETF

153 hedge funds and large institutions have $1.18B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$266K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.97M
TPW
52
Transatlantique Private Wealth
New York
$1.83M
CCA
53
Cobblestone Capital Advisors
New York
$1.79M
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.78M
DK
55
David Kennon
Florida
$1.71M
OL
56
Optas LLC
Texas
$1.67M
TFA
57
Transamerica Financial Advisors
Florida
$1.62M
ECA
58
Elevated Capital Advisors
Utah
$1.58M
AAS
59
Ameritas Advisory Services
Nebraska
$1.57M
SC
60
Savant Capital
Illinois
$1.41M
SWP
61
ShoreHaven Wealth Partners
New Jersey
$1.34M
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$1.31M
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.26M
WIA
64
World Investment Advisors
California
$1.17M
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$1.07M
AA
66
Alesco Advisors
New York
$1.07M
KWS
67
Keystone Wealth Services
California
$996K
SIA
68
Strategic Investment Advisors
Michigan
$962K
Corient Private Wealth
69
Corient Private Wealth
Florida
$930K
LFAS
70
Level Four Advisory Services
Texas
$914K
AQR Capital Management
71
AQR Capital Management
Connecticut
$888K
SCTC
72
Sanibel Captiva Trust Company
Florida
$877K
CW
73
CreativeOne Wealth
Kansas
$782K
Raymond James Financial
74
Raymond James Financial
Florida
$776K
NWMG
75
National Wealth Management Group
Ohio
$776K