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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
PA
101
Parallel Advisors
California
$278K
CT
102
Caldwell Trust
Florida
$272K
NLWP
103
Next Level Wealth Planning
Idaho
$266K
PTC
104
Private Trust Company
Ohio
$262K
PS
105
Principal Securities
Iowa
$256K
Betterment LLC
106
Betterment LLC
New York
$245K
AFA
107
Arlington Financial Advisors
California
$241K
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$237K
PIA
109
Perennial Investment Advisors
California
$231K
FCIM
110
Fairview Capital Investment Management
California
$229K
WPC
111
Wedmont Private Capital
Pennsylvania
$229K
RA
112
RFG Advisory
Alabama
$228K
GVAG
113
Great Valley Advisor Group
Delaware
$224K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$214K
PWMG
115
Prestige Wealth Management Group
New Jersey
$214K
UBS Group
116
UBS Group
Switzerland
$210K
FHC
117
First Heartland Consultants
Missouri
$209K
Truist Financial
118
Truist Financial
North Carolina
$201K
FFA
119
Farther Finance Advisors
California
$163K
WWM
120
Woodside Wealth Management
Massachusetts
$160K
Comerica Bank
121
Comerica Bank
Texas
$146K
AF
122
Allworth Financial
California
$103K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$91K
MCM
124
MAI Capital Management
Ohio
$86.2K
CFD
125
Creative Financial Designs
Indiana
$85.7K