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SPDR Portfolio Intermediate Term Corporate Bond ETF

453 hedge funds and large institutions have $5.91B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 172 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+44
Holders Change %
+10.76%
% of All Funds
6.64%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.65%
New
84
Increased
172
Reduced
146
Closed
35
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
301
Acorn Wealth Advisors
Michigan
$472K +$854 +26 +0.2%
ACM
302
Absolute Capital Management
Pennsylvania
$472K +$472K +14,367 New
CCB
303
Country Club Bank
Missouri
$469K -$550K -16,735 -54%
LL
304
LWMG LLC
Minnesota
$447K -$23.4K -712 -5%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$447K
CS
306
Credit Suisse
Switzerland
$446K
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$437K -$271K -8,255 -38%
LNC
308
Lincoln National Corp
Pennsylvania
$423K +$1.41K +43 +0.3%
AWAP
309
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$419K +$1.9K +58 +0.5%
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$418K -$3.28K -100 -0.8%
CWM
311
Connecticut Wealth Management
Connecticut
$409K +$106K +3,241 +35%
DWM
312
Drive Wealth Management
Utah
$392K -$123K -3,732 -24%
IGWM
313
ICA Group Wealth Management
Colorado
$390K -$14.8K -450 -4%
LAM
314
LifePro Asset Management
California
$387K +$6.96K +212 +2%
AWM
315
Avior Wealth Management
Nebraska
$380K -$511K -15,580 -57%
PWCM
316
Processus Wealth & Capital Management
Tennessee
$372K +$372K +11,333 New
PIA
317
Perennial Investment Advisors
California
$370K -$958K -29,189 -72%
SAG
318
SageView Advisory Group
California
$365K -$342K -10,874 Closed
DC
319
Destiny Capital
Colorado
$361K +$361K +11,001 New
Betterment LLC
320
Betterment LLC
New York
$350K -$26.3K -803 -7%
MHB
321
Midwest Heritage Bank
Iowa
$347K
PFM
322
Phillips Financial Management
Indiana
$344K -$2.76K -84 -0.8%
LFA
323
LGT Financial Advisors
Texas
$339K -$15.2K -462 -4%
VCM
324
Virtue Capital Management
Tennessee
$334K +$334K +10,263 New
IWC
325
Integrated Wealth Concepts
Massachusetts
$331K -$40.4K -1,230 -11%