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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

345 hedge funds and large institutions have $4.39B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

1% less funds holding

Funds holding: 349345 (-4)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

10.94% less ownership

Funds ownership: 83.91%72.97% (-11%)

22% less capital invested

Capital invested by funds: $5.63B → $4.39B (-$1.24B)

Holders
345
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
6.04%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.37%
New
38
Increased
123
Reduced
124
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$3.09M +$66.8K +1,816 +2%
SPIA
102
Steward Partners Investment Advisory
New York
$3.08M +$428K +11,639 +16%
MA
103
MCF Advisors
Kentucky
$2.97M +$11.1K +303 +0.4%
PWM
104
Peterson Wealth Management
Nevada
$2.93M -$39.4K -1,073 -1%
PFG
105
Pacific Financial Group
Washington
$2.91M +$218K +5,932 +8%
Truist Financial
106
Truist Financial
North Carolina
$2.77M -$575K -15,639 -17%
FWM
107
Foresight Wealth Management
Utah
$2.77M -$7.32K -199 -0.3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$2.69M -$723K -19,653 -21%
FHC
109
First Heartland Consultants
Missouri
$2.65M +$225K +6,111 +9%
CWM
110
Cornerstone Wealth Management
Missouri
$2.63M +$388K +10,564 +17%
CCFM
111
Clear Creek Financial Management
Washington
$2.61M -$278K -7,574 -10%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.52M -$69.2K -1,882 -3%
CI
113
CX Institutional
Indiana
$2.5M +$226K +6,144 +10%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$291K +7,903 +14%
NFG
115
Nations Financial Group
Iowa
$2.38M +$2.39M +65,124 New
AWA
116
Arete Wealth Advisors
Illinois
$2.36M -$5.99K -163 -0.3%
SCA
117
Snowden Capital Advisors
New York
$2.34M -$60.1K -1,635 -2%
5L
118
55I LLC
Massachusetts
$2.32M -$925K -25,156 -28%
FTS
119
Fifth Third Securities
Ohio
$2.32M +$342K +9,290 +17%
ASN
120
Advisory Services Network
Georgia
$2.32M +$401K +10,895 +21%
VIM
121
Vista Investment Management
Pennsylvania
$2.28M -$25K -680 -1%
EWM
122
Empirical Wealth Management
Washington
$2.23M -$241K -6,546 -10%
NA
123
Nottingham Advisors
New York
$2.17M +$661K +17,969 +43%
MML Investors Services
124
MML Investors Services
Massachusetts
$2.17M +$564K +15,346 +35%
TC
125
TownSquare Capital
Utah
$2.14M -$260K -7,066 -11%