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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

345 hedge funds and large institutions have $4.39B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

1% less funds holding

Funds holding: 349345 (-4)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

10.94% less ownership

Funds ownership: 83.91%72.97% (-11%)

22% less capital invested

Capital invested by funds: $5.63B → $4.39B (-$1.24B)

Holders
345
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
6.04%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.37%
New
38
Increased
123
Reduced
124
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$17.3K -$50.2K -1,366 -74%
BlackRock
302
BlackRock
New York
$17K -$350M -9,525,163 -100%
BC
303
Bartlett & Co
Ohio
$17K -$50.2K -1,366 -74%
KIG
304
Kowal Investment Group
Wisconsin
$17K +$16.8K +458 New
PCFFS
305
Pacific Center for Financial Services
California
$16K +$15.6K +425 New
FA
306
Faithward Advisors
Pennsylvania
$14K
HWM
307
HighMark Wealth Management
Minnesota
$14K +$3.79K +103 +36%
FHA
308
First Horizon Advisors
Tennessee
$13K +$6.14K +167 +81%
CPFP
309
Clear Perspectives Financial Planning
Ohio
$12K
AIP
310
Ameritas Investment Partners
Nebraska
$12K +$12.1K +330 New
SCA
311
Stonebridge Capital Advisors
Minnesota
$12K +$12.5K +339 New
AWA
312
Arkadios Wealth Advisors
Georgia
$11K -$4.71K -128 -28%
FPS
313
Fieldpoint Private Securities
Connecticut
$11K
FFA
314
Founders Financial Alliance
North Carolina
$10K
CFFP
315
Center for Financial Planning
Michigan
$9K
CB
316
Community Bank
New York
$8K -$8.27K -225 -50%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$8K +$7.76K +211 New
RG
318
Retirement Group
California
$7K
MAM
319
Meeder Asset Management
Ohio
$6K
CFA
320
Cahill Financial Advisors
Minnesota
$6K +$5.55K +151 New
BW
321
Bison Wealth
Georgia
$5K -$882 -24 -15%
EWM
322
EPG Wealth Management
Georgia
$5K +$4.74K +129 New
SWM
323
Spire Wealth Management
Virginia
$4K -$7.5K -204 -65%
FRA
324
Front Row Advisors
California
$4K
LPWM
325
Lake Point Wealth Management
Texas
$4K