We are live on ! Find out more
SPIB icon

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
APSP
126
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.08M +$679K +18,474 +48%
WP
127
WealthSource Partners
California
$1.99M -$666K -18,103 -25%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$1.98M -$120K -3,276 -6%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$1.95M -$32K -870 -2%
TSS
130
Two Sigma Securities
New York
$1.94M +$1.95M +53,159 New
LPT
131
Legacy Private Trust
Wisconsin
$1.92M +$31.9K +867 +2%
GRP
132
Global Retirement Partners
California
$1.91M +$372K +10,111 +24%
SAM
133
SignalPoint Asset Management
Missouri
$1.91M +$372K +10,123 +24%
IA
134
Insight Advisors
Pennsylvania
$1.9M +$148K +4,022 +8%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$1.81M +$368K +10,016 +25%
C1AG
136
Client 1st Advisory Group
Florida
$1.72M -$786K -21,378 -31%
CIAS
137
CFS Investment Advisory Services
New Jersey
$1.72M +$1.73M +47,089 New
KAS
138
Kestra Advisory Services
Texas
$1.57M +$390K +10,598 +33%
WAS
139
Winch Advisory Services
Wisconsin
$1.51M -$127K -3,441 -8%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$1.51M +$49.6K +1,350 +3%
Luther King Capital Management (LKCM)
141
Luther King Capital Management (LKCM)
Texas
$1.47M
WA
142
Wealthstar Advisors
Texas
$1.47M -$47.9K -1,302 -3%
FWP
143
FAS Wealth Partners
Kansas
$1.46M -$18.5K -503 -1%
AO
144
Advisor OS
Illinois
$1.4M +$24.8K +674 +2%
Renaissance Technologies
145
Renaissance Technologies
New York
$1.35M +$311K +8,453 +30%
Mariner
146
Mariner
Kansas
$1.34M +$397K +10,795 +42%
SWA
147
Stratos Wealth Advisors
Ohio
$1.28M -$646K -17,584 -33%
BCM
148
Beaumont Capital Management
Massachusetts
$1.25M +$1.26M +34,162 New
CCT
149
Country Club Trust
Missouri
$1.25M -$129K -3,502 -9%
Creative Planning
150
Creative Planning
Kansas
$1.21M +$660K +17,964 +118%