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SPDR Portfolio Intermediate Term Corporate Bond ETF

483 hedge funds and large institutions have $6.82B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 196 increasing their positions, 149 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+30
Holders Change %
+6.62%
% of All Funds
7%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.59%
New
77
Increased
196
Reduced
149
Closed
40
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
AWG
301
Altus Wealth Group
Colorado
$542K +$542K +16,574 New
MFA
302
Mayflower Financial Advisors
Massachusetts
$525K
FMWA
303
Forvis Mazars Wealth Advisors
Missouri
$520K
BP
304
BNP Paribas
France
$503K +$503K +15,376 New
AFAS
305
Acorn Financial Advisory Services
Virginia
$501K -$80.3K -2,457 -14%
LL
306
LWMG LLC
Minnesota
$492K +$46.6K +1,426 +10%
FFS
307
Founders Financial Securities
Maryland
$490K +$8.83K +270 +2%
OWP
308
Obermeyer Wealth Partners
Colorado
$489K
AWA
309
Acorn Wealth Advisors
Michigan
$463K -$7K -214 -1%
ACM
310
Absolute Capital Management
Pennsylvania
$454K -$15.8K -482 -3%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$452K +$6.96K +213 +2%
CCB
312
Country Club Bank
Missouri
$452K -$14.6K -446 -3%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$448K +$13.6K +416 +3%
CFP
314
Cypress Financial Planning
New Jersey
$439K -$77.3K -2,365 -15%
LNC
315
Lincoln National Corp
Pennsylvania
$423K +$1.67K +51 +0.4%
JWM
316
JPL Wealth Management
Colorado
$418K +$418K +12,797 New
CFMC
317
Curbstone Financial Management Corp
New Hampshire
$416K
AWAP
318
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$416K -$1.08K -33 -0.3%
RCM
319
Raleigh Capital Management
North Carolina
$415K +$411K +12,579 +11,540%
TCB
320
Texas Capital Bancshares
Texas
$386K +$73.9K +2,262 +24%
EWM
321
Executive Wealth Management
Michigan
$375K +$375K +11,571 New
SFS
322
Sowell Financial Services
Arkansas
$374K -$117K -3,566 -24%
GIA
323
Gladstone Institutional Advisory
Florida
$373K +$373K +11,411 New
BRWA
324
B. Riley Wealth Advisors
Florida
$365K -$1.43M -45,348 -80%
DC
325
Destiny Capital
Colorado
$360K