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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
Ameriprise
1
Ameriprise
Minnesota
$186M
LPL Financial
2
LPL Financial
California
$81.2M
Bank of America
3
Bank of America
North Carolina
$79M
NL
4
NEPC LLC
Massachusetts
$74.7M
DJSG
5
D.J. St. Germain
Massachusetts
$67.2M
CI
6
CX Institutional
Indiana
$49M
AWM
7
AE Wealth Management
Kansas
$46.9M
ETC
8
Exchange Traded Concepts
Oklahoma
$43.7M
RWP
9
RWA Wealth Partners
Massachusetts
$40.9M
PA
10
Procyon Advisors
Connecticut
$39.4M
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$39.2M
AssetMark Inc
12
AssetMark Inc
California
$39M
CWM
13
Congress Wealth Management
Massachusetts
$34.5M
Morgan Stanley
14
Morgan Stanley
New York
$33.1M
GWM
15
Geneos Wealth Management
Colorado
$26.4M
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$23.2M
FAM
17
Flaharty Asset Management
Florida
$19.9M
GLA
18
Good Life Advisors
Pennsylvania
$19.4M
AFG
19
Arkansas Financial Group
Arkansas
$15.9M
SMF
20
Sterling Manor Financial
New York
$15.7M
Financial Engines Advisors
21
Financial Engines Advisors
California
$14.1M
FGC
22
Financial Gravity Companies
Texas
$11M
MML Investors Services
23
MML Investors Services
Massachusetts
$10.9M
FHA
24
Flagship Harbor Advisors
Massachusetts
$9.91M
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$8.62M