SPIB icon

SPDR Portfolio Intermediate Term Corporate Bond ETF

400 hedge funds and large institutions have $4.52B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 161 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
400
Holders Change
-16
Holders Change %
-3.85%
% of All Funds
6.4%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.46%
New
44
Increased
161
Reduced
134
Closed
53
Calls
$195K
Puts
Net Calls
+$195K
Net Calls Change
-$31K
Name Market Value Shares Shares
Change
Shares
Change %
CWM
226
Collaborative Wealth Management
Florida
$827K 25,463 +2,840 +13%
JWS
227
Juncture Wealth Strategies
Arizona
$821K 25,284 -928 -4%
TC
228
TownSquare Capital
Utah
$814K 25,058 -26,197 -51%
KAS
229
Kestra Advisory Services
Texas
$806K 24,806 -15,736 -39%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$803K 24,715 +13,801 +126%
FFS
231
Founders Financial Securities
Maryland
$803K 24,703 +6,473 +36%
IAN
232
Integrated Advisors Network
Texas
$794K 24,440 -2,325 -9%
PA
233
PFG Advisors
Arizona
$756K 23,281 -3,338 -13%
DBT
234
Dubuque Bank & Trust
Iowa
$730K 22,466 +22,466 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$726K 22,358 +245 +1%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$700K 21,538 -9,640 -31%
JCM
237
Jacobi Capital Management
Pennsylvania
$688K 21,165 +364 +2%
DWM
238
Drive Wealth Management
Utah
$685K 21,096 -1,499 -7%
DTC
239
Davidson Trust Company
Washington
$684K 21,063 +84 +0.4%
NB
240
NBT Bank
New York
$680K 20,924
FWM
241
Focused Wealth Management
New York
$677K 20,850 -149,634 -88%
AWS
242
Atria Wealth Solutions
New York
$677K 20,834 -10,234 -33%
GFS
243
GYL Financial Synergies
Connecticut
$647K 19,924 -4,833 -20%
FMWA
244
Forvis Mazars Wealth Advisors
Missouri
$626K 19,277 -805 -4%
AFAS
245
Acorn Financial Advisory Services
Virginia
$600K 18,479 -444 -2%
DC
246
Destiny Capital
Colorado
$586K 18,028 -748 -4%
HI
247
Harbour Investments
Wisconsin
$582K 17,914 -190 -1%
WAS
248
Winch Advisory Services
Wisconsin
$566K 17,411 +792 +5%
Verition Fund Management
249
Verition Fund Management
Connecticut
$546K 16,794 -22,206 -57%
C1AG
250
Client 1st Advisory Group
Florida
$537K 16,521 -431 -3%