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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
CT
301
Cambridge Trust
Massachusetts
$264K +$86.9K +2,674 +49%
IHWM
302
Iron Horse Wealth Management
Iowa
$259K -$10.7K -330 -4%
ACI
303
Alpha Cubed Investments
California
$236K +$3.12K +96 +1%
PFG
304
Peterson Financial Group
Iowa
$231K -$18.5K -569 -7%
BRWA
305
B. Riley Wealth Advisors
Florida
$226K +$226K +6,960 New
CFD
306
Creative Financial Designs
Indiana
$225K +$39K +1,200 +21%
RIM
307
Rockbridge Investment Management
New York
$220K -$8.94K -275 -4%
IWM
308
IHT Wealth Management
Illinois
$220K -$30.2K -928 -12%
TCB
309
Texas Capital Bancshares
Texas
$218K +$218K +6,713 New
WMA
310
West Michigan Advisors
Michigan
$211K +$3.61K +111 +2%
WFAG
311
Wescott Financial Advisory Group
Pennsylvania
$210K -$324K -9,972 -61%
AIC
312
Archer Investment Corporation
Indiana
$209K
MFA
313
Mayflower Financial Advisors
Massachusetts
$209K
IGWM
314
ICA Group Wealth Management
Colorado
$209K +$66.5K +2,047 +47%
IFWM
315
Institute for Wealth Management
Colorado
$209K -$18.6K -571 -8%
EP
316
Eudaimonia Partners
Tennessee
$209K
B
317
Bridgeworth
Alabama
$208K -$37.1K -1,141 -15%
FWP
318
FAS Wealth Partners
Kansas
$204K -$293K -9,014 -59%
MCA
319
Magnolia Capital Advisors
Mississippi
$202K +$202K +6,228 New
BAM
320
Belpointe Asset Management
Nevada
$162K -$7.67K -236 -5%
BA
321
Bellwether Advisors
Nebraska
$156K -$53.2K -1,638 -25%
BCV
322
Banque Cantonale Vaudoise
Switzerland
$156K -$24.5K -754 -14%
Fidelity Investments
323
Fidelity Investments
Massachusetts
$127K +$114K +3,522 +920%
MHR
324
Matthew Hamilton Rosenberg
$101K
TAM
325
Tucker Asset Management
Colorado
$98.8K