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SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.47%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
101
Bartlett & Co
Ohio
$5.25M +$2.09K +65 +0%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$5.24M +$2.09K +65 +0%
Cerity Partners
103
Cerity Partners
New York
$5.22M +$4.87M +151,594 +1,385%
ZIM
104
Zacks Investment Management
Illinois
$5.19M -$801K -24,954 -13%
NEI
105
Northwest & Ethical Investments
Ontario, Canada
$5.15M
BCP
106
Blue Chip Partners
Michigan
$5.08M +$29.6K +921 +0.6%
AWA
107
Aquire Wealth Advisors
Utah
$5.05M +$112K +3,487 +2%
WCWM
108
Willow Creek Wealth Management
California
$4.91M +$2.99M +93,191 +156%
FPAS
109
Focus Partners Advisor Solutions
Missouri
$4.74M +$4.74M +147,604 New
PIWA
110
Prevail Innovative Wealth Advisors
Kansas
$4.73M +$4.73M +147,249 New
Corient Private Wealth
111
Corient Private Wealth
Florida
$4.72M -$369K -11,506 -7%
TCM
112
Towercrest Capital Management
Pennsylvania
$4.63M +$102K +3,188 +2%
AWM
113
Adams Wealth Management
Utah
$4.55M -$122K -3,796 -3%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$4.52M +$276K +8,586 +7%
AFP
115
Ausdal Financial Partners
Iowa
$4.49M +$159K +4,965 +4%
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$4.47M -$89.4K -2,786 -2%
NRA
117
NSI Retail Advisors
Pennsylvania
$4.33M
CA
118
CSM Advisors
Pennsylvania
$4.33M
FM
119
Foster & Motley
Ohio
$4.28M -$71.2K -2,218 -2%
CIAS
120
CFS Investment Advisory Services
New Jersey
$4.27M -$8.09K -252 -0.2%
FFP
121
Forbes Financial Planning
Rhode Island
$4.27M -$3.63K -113 -0.1%
VIM
122
Vista Investment Management
Pennsylvania
$4.22M +$1.29M +40,087 +44%
SL
123
Systelligence LLC
Minnesota
$4.19M +$1.35M +41,892 +47%
VRM
124
Vectors Research Management
New York
$4.09M -$824K -25,670 -17%
CC
125
Courier Capital
New York
$4.06M +$4.06M +126,537 New