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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
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$337K +$49.1K +1,663 +17%
Truist Financial
102
Truist Financial
North Carolina
$331K +$121K +4,096 +57%
CA
103
CoreCap Advisors
Michigan
$294K -$50.2K -1,701 -15%
SA
104
Sovran Advisors
California
$293K -$975 -33 -0.3%
AA
105
Aire Advisors
California
$288K +$1.27K +43 +0.4%
AAS
106
Ameritas Advisory Services
Nebraska
$287K +$284K +9,620 +6,500%
NLWP
107
Next Level Wealth Planning
Idaho
$274K +$3.54K +120 +1%
CT
108
Caldwell Trust
Florida
$273K
Betterment LLC
109
Betterment LLC
New York
$263K -$12.6K -426 -5%
PS
110
Principal Securities
Iowa
$261K +$6.38K +216 +2%
TVAMP
111
Tennessee Valley Asset Management Partners
Tennessee
$256K +$29.3K +991 +13%
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$243K +$245K +8,293 New
AFA
113
Arlington Financial Advisors
California
$242K
MA
114
Mutual Advisors
Nebraska
$240K
WPC
115
Wedmont Private Capital
Pennsylvania
$238K +$2.98K +101 +1%
SF
116
Summit Financial
New Jersey
$230K +$14.7K +497 +7%
GVAG
117
Great Valley Advisor Group
Delaware
$229K +$18.3K +619 +9%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$222K +$4.81K +163 +2%
PTC
119
Private Trust Company
Ohio
$217K -$7.68K -260 -3%
PWMG
120
Prestige Wealth Management Group
New Jersey
$214K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$198K +$187K +6,320 +1,473%
WWM
122
Woodside Wealth Management
Massachusetts
$161K
SG Americas Securities
123
SG Americas Securities
New York
$147K +$148K +5,000 New
UBS Group
124
UBS Group
Switzerland
$147K -$79.7K -2,700 -35%
Comerica Bank
125
Comerica Bank
Texas
$146K