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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$1.9M +$274K +7,817 +16%
TC
127
TownSquare Capital
Utah
$1.89M -$1.3M -37,256 -40%
WFAG
128
Wescott Financial Advisory Group
Pennsylvania
$1.88M +$1.93M +55,171 New
PIM
129
Penobscot Investment Management
Massachusetts
$1.88M -$1.42M -40,505 -42%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1.88M -$661K -18,879 -26%
PWM
131
Peterson Wealth Management
Nevada
$1.83M -$959K -27,398 -34%
GAG
132
Goodman Advisory Group
Massachusetts
$1.74M -$154K -4,395 -8%
VIM
133
Vista Investment Management
Pennsylvania
$1.73M -$321K -9,156 -15%
KAS
134
Kestra Advisory Services
Texas
$1.72M +$27.7K +790 +2%
US Bancorp
135
US Bancorp
Minnesota
$1.68M -$154K -4,388 -8%
IA
136
Insight Advisors
Pennsylvania
$1.62M -$163K -4,653 -9%
AWM
137
Axxcess Wealth Management
California
$1.6M +$141K +4,017 +9%
PC
138
Pecaut & Co
Iowa
$1.57M +$1.61M +46,070 New
MFA
139
Mayflower Financial Advisors
Massachusetts
$1.57M -$183K -5,235 -10%
CWM
140
Cabot Wealth Management
Massachusetts
$1.53M +$1.57M +44,922 New
CCB
141
Country Club Bank
Missouri
$1.49M +$1.53M +43,563 New
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$1.48M -$1.43M -40,939 -49%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$1.47M +$423K +12,073 +39%
RI
144
Rinkey Investments
California
$1.45M -$45K -1,285 -3%
CFMC
145
Curbstone Financial Management Corp
New Hampshire
$1.44M +$17.5K +500 +1%
NA
146
Nottingham Advisors
New York
$1.43M -$165K -4,715 -10%
KWM
147
Kingsview Wealth Management
Oregon
$1.41M +$259K +7,398 +22%
AAS
148
Avantax Advisory Services
Texas
$1.38M +$201K +5,732 +17%
WAS
149
Winch Advisory Services
Wisconsin
$1.29M -$37.4K -1,068 -3%
C1AG
150
Client 1st Advisory Group
Florida
$1.25M -$82.8K -2,366 -6%