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SPDR Portfolio Intermediate Term Corporate Bond ETF

409 hedge funds and large institutions have $4.96B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.52%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.59%
New
44
Increased
178
Reduced
125
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
351
Cape Investment Advisory
Georgia
$51.2K -$252 -8 -0.5%
S
352
SignatureFD
Georgia
$40.5K
NS
353
NBC Securities
Alabama
$39K +$39K +1,267 New
MHR
354
Matthew Hamilton Rosenberg
$37.9K -$58.6K -1,863 -61%
AIM
355
Anchor Investment Management
South Carolina
$35.3K
EWM
356
Evermay Wealth Management
Virginia
$31.4K +$31.4K +999 New
KFS
357
Kelly Financial Services
Massachusetts
$29.8K +$29.8K +946 New
CSB
358
City State Bank
Iowa
$29K
RIA
359
Realta Investment Advisors
Delaware
$28.5K
GEA
360
Glen Eagle Advisors
New Jersey
$26.9K
PO
361
Private Ocean
California
$25.2K -$2.26K -72 -8%
PA
362
Parallel Advisors
California
$24.9K
CTC
363
Central Trust Company
Missouri
$23.7K +$23.7K +752 New
ACA
364
Aptus Capital Advisors
Alabama
$23.2K
SIS
365
Sound Income Strategies
Florida
$22.8K
CP
366
Castleview Partners
Texas
$22.6K
TAM
367
Tucker Asset Management
Colorado
$22.5K -$44.9K -1,429 -67%
SSB
368
Sandy Spring Bank
Maryland
$22K +$2.52K +80 +13%
AIP
369
Ameritas Investment Partners
Nebraska
$21.4K
FFL
370
Financial Freedom LLC
Ohio
$20.5K +$189 +6 +0.9%
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$20.4K
HFS
372
Hantz Financial Services
Michigan
$20K
HWM
373
HighMark Wealth Management
Minnesota
$19K +$189 +6 +1%
Citigroup
374
Citigroup
New York
$19K +$189 +6 +1%
BSB
375
Bangor Savings Bank
Maine
$16.3K