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State Street SPDR Portfolio Corporate Bond ETF

171 hedge funds and large institutions have $1.34B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $1.18B → $1.34B (+$158M)

10% more funds holding

Funds holding: 155171 (+16)

4.19% more ownership

Funds ownership: 74.68%78.88% (+4.2%)

86% less call options, than puts

Call options by funds: $3.68M | Put options by funds: $26.9M

Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
30
Increased
70
Reduced
42
Closed
7
Calls
$3.68M
Puts
$26.9M
Net Calls
-$23.2M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$217M +$29M +988,964 +16%
LPL Financial
2
LPL Financial
California
$86.8M +$4.39M +150,101 +5%
Bank of America
3
Bank of America
North Carolina
$80.8M +$730K +24,949 +0.9%
ETC
4
Exchange Traded Concepts
Oklahoma
$70M +$25.4M +866,827 +58%
DJSG
5
D.J. St. Germain
Massachusetts
$66.7M -$1.42M -48,523 -2%
CI
6
CX Institutional
Indiana
$59.4M +$9.57M +326,927 +19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$59.3M +$58.6M +2,000,173 New
AWM
8
AE Wealth Management
Kansas
$51.5M +$3.88M +132,678 +8%
NL
9
NEPC LLC
Massachusetts
$48.6M -$26.8M -915,394 -36%
PA
10
Procyon Advisors
Connecticut
$41.6M +$1.62M +55,301 +4%
AssetMark Inc
11
AssetMark Inc
California
$41.6M +$2.01M +68,497 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$40.4M +$34.5M +1,179,714 +643%
Morgan Stanley
13
Morgan Stanley
New York
$37.6M +$4.02M +137,173 +12%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$37.4M -$2.26M -77,032 -6%
RWP
15
RWA Wealth Partners
Massachusetts
$34.4M -$7.01M -239,448 -17%
GWM
16
Geneos Wealth Management
Colorado
$28.6M +$1.76M +60,052 +7%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$27.1M +$3.57M +121,857 +15%
AFG
18
Arkansas Financial Group
Arkansas
$21.6M +$5.21M +177,998 +32%
FAM
19
Flaharty Asset Management
Florida
$21M +$596K +20,374 +3%
SMF
20
Sterling Manor Financial
New York
$18.3M +$2.29M +78,394 +15%
IWM
21
IHT Wealth Management
Illinois
$16.6M +$13.3M +455,144 +429%
Financial Engines Advisors
22
Financial Engines Advisors
California
$15.4M +$1.06M +36,137 +7%
Jane Street
23
Jane Street
New York
$15.1M +$14.9M +510,066 New
FGAM
24
Financial Gravity Asset Management
Texas
$11.8M +$11.6M +397,929 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$10.6M +$538K +18,379 +5%