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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
T
51
TrueFG
Texas
$10.7M +$362K +10,343 +3%
OPS
52
Orion Portfolio Solutions
Nebraska
$10.1M -$195K -5,572 -2%
SA
53
Stewardship Advisors
Pennsylvania
$9.93M +$2.18M +62,400 +27%
CAL
54
Capital Analysts LLC
Pennsylvania
$9.88M -$199K -5,682 -2%
PG
55
Proffitt & Goodson
Tennessee
$9.76M +$8.43M +240,845 +537%
DJSG
56
D.J. St. Germain
Massachusetts
$9.63M +$1.28M +36,675 +15%
PI
57
PFS Investments
Georgia
$9.28M -$10.5M -300,645 -53%
AFS
58
Amtrust Financial Services
New York
$9.24M
FM
59
Foster & Motley
Ohio
$8.54M -$447K -12,777 -5%
WCM
60
Windsor Capital Management
Arizona
$8.49M +$117K +3,333 +1%
CCFM
61
Clear Creek Financial Management
Washington
$7.97M +$3.62M +103,357 +79%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$7.78M +$48K +1,372 +0.6%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$7.49M +$105K +3,013 +1%
PAG
64
Private Advisor Group
New Jersey
$7.46M -$1.69M -48,148 -18%
LFPWM
65
Leicht Financial Planning & Wealth Management
New Jersey
$7.32M +$141K +4,031 +2%
MNG
66
Manning & Napier Group
New York
$7.22M
CM
67
Cornerstone Management
Georgia
$7.11M +$100K +2,870 +1%
CA
68
CSM Advisors
Pennsylvania
$6.86M
NRA
69
NSI Retail Advisors
Pennsylvania
$6.86M
CA
70
CGN Advisors
Kansas
$6.83M +$992K +28,320 +17%
SFG
71
StrategIQ Financial Group
Indiana
$6.79M -$503K -14,357 -7%
TCM
72
Towercrest Capital Management
Pennsylvania
$6.73M +$31.9K +911 +0.5%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$6.73M +$280K +8,000 +4%
Bank of America
74
Bank of America
North Carolina
$6.21M -$2.62M -74,712 -29%
AP
75
Appleton Partners
Massachusetts
$6.11M +$127K +3,635 +2%