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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

387 hedge funds and large institutions have $4.18B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.67% more ownership

Funds ownership: 74.88%78.55% (+3.7%)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.2B → $4.18B (-$16.1M)

1% less funds holding

Funds holding: 390387 (-3)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

Holders
387
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.1%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.41%
New
51
Increased
119
Reduced
145
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
326
Castleview Partners
Texas
$24K +$25.1K +717 New
HFS
327
Hantz Financial Services
Michigan
$23K +$22.7K +649 +2,163%
AssetMark Inc
328
AssetMark Inc
California
$22K -$16.1M -461,052 -100%
LPP
329
Life Planning Partners
Florida
$22K
COCM
330
Charter Oak Capital Management
New Hampshire
$21K
OHWP
331
Oak Harbor Wealth Partners
North Carolina
$20K
CHA
332
Carmichael Hill & Associates
Maryland
$19K +$665 +19 +3%
APC
333
Aspire Private Capital
North Carolina
$19K +$1.29K +37 +7%
SIS
334
Sound Income Strategies
Florida
$18K
HWM
335
HighMark Wealth Management
Minnesota
$18K +$2.42K +69 +15%
T
336
TCWP
Ohio
$18K +$18.9K +539 New
GEA
337
Glen Eagle Advisors
New Jersey
$17.1K
BCWM
338
Bartlett & Co Wealth Management
Ohio
$16.2K +$16.6K +474 New
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$16K
BC
340
Bartlett & Co
Ohio
$16K +$16.6K +474 New
BlackRock
341
BlackRock
New York
$15K -$315 -9 -2%
GTAM
342
Global Trust Asset Management
Florida
$13K +$13.4K +383 New
ZIG
343
Zullo Investment Group
Pennsylvania
$12K +$980 +28 +9%
AIP
344
Ameritas Investment Partners
Nebraska
$11K
FPS
345
Fieldpoint Private Securities
Connecticut
$10K
NIC
346
Northwest Investment Counselors
Oregon
$10K
TFP
347
Tilia Fiduciary Partners
North Carolina
$10K +$210 +6 +2%
CFFP
348
Center for Financial Planning
Michigan
$9K
BFEC
349
Benjamin F. Edwards & Company
Missouri
$9K +$1.89K +54 +26%
SIC
350
SJS Investment Consulting
Ohio
$8K -$10.5K -300 -58%