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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
CFIA
51
Cantor Fitzgerald Investment Advisors
New York
$26.4M +$227K +6,738 +0.9%
OAM
52
Occidental Asset Management
California
$26.2M +$1.59M +47,254 +7%
RWM
53
RMG Wealth Management
Wisconsin
$25.6M +$1.57M +46,806 +7%
HPA
54
High Probability Advisors
New York
$25.3M +$2.35M +69,777 +10%
WCWM
55
Willow Creek Wealth Management
California
$23.7M +$794K +23,595 +3%
Cerity Partners
56
Cerity Partners
New York
$23.5M -$1.1M -32,671 -4%
IA
57
Integrity Alliance
Iowa
$22.9M +$2.29M +68,085 +11%
OPPS
58
Obsidian Personal Planning Solutions
Maryland
$22.6M +$271K +8,062 +1%
CTWM
59
Cherry Tree Wealth Management
Minnesota
$22.5M -$89.3K -2,653 -0.4%
CBT
60
Crews Bank & Trust
Florida
$22.5M +$3.46M +102,871 +18%
YAL
61
Your Advocates Ltd
Texas
$21M +$20.9M +620,183 New
GA
62
GoalVest Advisory
New York
$19.3M +$1.45M +43,119 +8%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$19.2M +$13.3M +393,948 +230%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$19M +$8.89M +264,312 +89%
SF
65
Symphony Financial
Texas
$18M +$2.14M +63,591 +14%
WI
66
WrapManager Inc
California
$17.4M -$6.37M -189,446 -27%
FGAM
67
Financial Gravity Asset Management
Texas
$17.1M +$17M +504,008 New
T
68
TrueFG
Texas
$16.6M +$806K +23,954 +5%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$16.4M +$785K +23,324 +5%
CCMG
70
Clark Capital Management Group
Pennsylvania
$16.2M +$291K +8,637 +2%
AC
71
Apella Capital
Connecticut
$15.3M +$3.15M +93,619 +26%
Mariner
72
Mariner
Kansas
$14.8M +$699K +20,786 +5%
LG
73
Leuthold Group
Minnesota
$14.2M +$1.07M +31,696 +8%
WFS
74
Walker Financial Services
Kentucky
$14M +$8.45M +251,151 +156%
Truist Financial
75
Truist Financial
North Carolina
$13.9M -$59.7M -1,772,996 -81%