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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

558 hedge funds and large institutions have $9B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 262 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 168

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

8% more capital invested

Capital invested by funds: $8.35B → $9B (+$647M)

0% less funds holding

Funds holding: 559558 (-1)

2.26% less ownership

Funds ownership: 85.39%83.13% (-2.3%)

91% less call options, than puts

Call options by funds: $3.26M | Put options by funds: $36.4M

Holders
558
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.32%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
57
Increased
262
Reduced
168
Closed
46
Calls
$3.26M
Puts
$36.4M
Net Calls
-$33.1M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
26
Stephens Group Asset Management
Arkansas
$55.5M +$3.95M +117,516 +8%
DW
27
Dodds Wealth
Colorado
$52.7M +$2.57M +76,326 +5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$52.7M +$15.8M +468,946 +43%
TTWM
29
TCV Trust & Wealth Management
Virginia
$47.6M +$2.78M +82,736 +6%
ZIG
30
Zurich Insurance Group
Switzerland
$47.5M
UBS Group
31
UBS Group
Switzerland
$44.7M +$1.79M +53,201 +4%
PAG
32
Private Advisor Group
New Jersey
$44.6M +$1.43M +42,370 +3%
HVIA
33
Hudson Valley Investment Advisors
New York
$44.3M +$2.55M +75,895 +6%
CA
34
CGN Advisors
Kansas
$44.1M +$5.06M +150,282 +13%
Bank of America
35
Bank of America
North Carolina
$43.8M +$5.81M +172,750 +15%
CIC
36
Carnegie Investment Counsel
Ohio
$37.8M +$970K +28,821 +3%
CFG
37
Compton Financial Group
Maryland
$31.3M +$936K +27,811 +3%
SFC
38
Strategic Financial Concepts
Texas
$31.3M +$936K +27,811 +3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$31M -$4.77M -141,760 -13%
RWM
40
Rockwood Wealth Management
Pennsylvania
$29.9M +$1.69M +50,302 +6%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$29.8M +$601K +17,851 +2%
CWP
42
Concord Wealth Partners
Virginia
$29.7M +$1.76M +52,163 +6%
DJSG
43
D.J. St. Germain
Massachusetts
$29.6M +$343K +10,184 +1%
CAMV
44
Concord Asset Management (Virginia)
Virginia
$29.6M +$1.62M +48,207 +6%
ACM
45
Advisors Capital Management
New Jersey
$29.2M +$1.25M +37,239 +5%
BWA
46
Burt Wealth Advisors
Maryland
$29M +$738K +21,938 +3%
EWA
47
ERTS Wealth Advisors
Michigan
$28.9M +$1.43M +42,621 +5%
NA
48
Nottingham Advisors
New York
$27.6M +$955K +28,386 +4%
JP Morgan Chase
49
JP Morgan Chase
New York
$26.9M +$21.1M +627,933 +382%
DAS
50
Dynamic Advisor Solutions
Arizona
$26.8M -$1.46M -43,333 -5%