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SPDR Portfolio Intermediate Term Corporate Bond ETF

555 hedge funds and large institutions have $11.5B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 266 increasing their positions, 116 reducing their positions, and 40 closing their positions.

Holders
555
Holders Change
+61
Holders Change %
+12.35%
% of All Funds
7.39%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.72%
New
115
Increased
266
Reduced
116
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$50M 1,526,989 +58,036 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$47.8M 1,459,223 +153,312 +12%
ZIG
28
Zurich Insurance Group
Switzerland
$45.9M 1,402,903
SGAM
29
Stephens Group Asset Management
Arkansas
$45.7M 1,393,905 +21,231 +2%
DW
30
Dodds Wealth
Colorado
$45.6M 1,391,238 +53,828 +4%
EWA
31
ERTS Wealth Advisors
Michigan
$44.8M 1,366,968 +36,873 +3%
HVIA
32
Hudson Valley Investment Advisors
New York
$40.5M 1,234,843 +28,771 +2%
TTWM
33
TCV Trust & Wealth Management
Virginia
$39.6M 1,208,213 +47,966 +4%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$39.3M 1,199,288 +15,871 +1%
UBS Group
35
UBS Group
Switzerland
$37.2M 1,135,413 +38,114 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$35.9M 1,095,436 -58,979 -5%
Bank of America
37
Bank of America
North Carolina
$35M 1,068,272 -427,051 -29%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$33.7M 1,028,245 +30,232 +3%
Raymond James Financial
39
Raymond James Financial
Florida
$32.4M 989,589 +989,589 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$29.2M 892,248 +198,563 +29%
DAS
41
Dynamic Advisor Solutions
Arizona
$28.4M 866,978 +65,577 +8%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$28.1M 856,543 -38,861 -4%
Truist Financial
43
Truist Financial
North Carolina
$26.6M 812,140 +495,624 +157%
BWA
44
Burt Wealth Advisors
Maryland
$26.5M 808,271 +26,383 +3%
Cerity Partners
45
Cerity Partners
New York
$26.3M 802,385 +16,844 +2%
ACM
46
Advisors Capital Management
New Jersey
$26.2M 800,042 +1,955 +0.2%
IAA
47
Independent Advisor Alliance
North Carolina
$26M 794,244 +794,244 New
DJSG
48
D.J. St. Germain
Massachusetts
$25.7M 785,960 +65,428 +9%
OPPS
49
Obsidian Personal Planning Solutions
Maryland
$24.6M 748,091 +24,959 +3%
NA
50
Nottingham Advisors
New York
$24.4M 745,696 -37,874 -5%