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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
KFI
376
Key Financial Inc
Pennsylvania
$1K
TFA
377
Transamerica Financial Advisors
Florida
$1K
WTC
378
WhitTier Trust Company
Nevada
$1K
TCWA
379
Ten Capital Wealth Advisors
Washington
$1K +$595 +17 New
LWA
380
Lowe Wealth Advisors
Maryland
$1K +$1.44K +41 New
Verition Fund Management
381
Verition Fund Management
Connecticut
-$98.4M -2,723,235 Closed
Legal & General Group
382
Legal & General Group
United Kingdom
-$43.9M -1,214,135 Closed
Point72 Asset Management
383
Point72 Asset Management
Connecticut
-$30.4M -840,860 Closed
OMC
384
Old Mission Capital
Illinois
-$28.7M -793,036 Closed
KC
385
Kingfisher Capital
North Carolina
-$5.27M -145,665 Closed
Susquehanna International Group
386
Susquehanna International Group
Pennsylvania
-$5.16M -142,615 Closed
FTS
387
Fifth Third Securities
Ohio
-$2.42M -66,862 Closed
CWMGP
388
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$1.61M -44,427 Closed
CAGAS
389
Capital Advisory Group Advisory Services
Minnesota
-$1.54M -44,054 -100%
AO
390
Advisor OS
Illinois
-$1.43M -39,594 Closed
SIG
391
Spinnaker Investment Group
California
-$1.33M -37,499 Closed
ACP
392
Aveo Capital Partners
Colorado
-$1.23M -33,969 Closed
JSL
393
JT Stratford LLC
Georgia
-$1.18M -32,552 Closed
SWA
394
Stratos Wealth Advisors
Ohio
-$902K -24,954 Closed
IP
395
Ignite Planners
California
-$639K -17,952 Closed
MWM
396
Marion Wealth Management
Pennsylvania
-$642K -17,754 Closed
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
-$565K -15,643 Closed
AG
398
Ascent Group
Virginia
-$537K -15,076 Closed
JCM
399
Jacobi Capital Management
Pennsylvania
-$502K -13,878 Closed
PMG
400
ProVise Management Group
Florida
-$441K -12,194 Closed