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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWM
126
Cornerstone Wealth Management
Missouri
$4.04M +$927K +28,865 +30%
PI
127
PFS Investments
Georgia
$3.97M +$378K +11,775 +11%
NAM
128
NorthCrest Asset Manangement
Minnesota
$3.94M -$52.9K -1,648 -1%
RFN
129
RDA Financial Network
Iowa
$3.91M -$37.2K -1,157 -0.9%
RVPG
130
Relative Value Partners Group
$3.82M -$125K -3,897 -3%
MCC
131
Money Concepts Capital
Florida
$3.79M +$3.34M +103,898 +741%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$3.68M +$169K +5,276 +5%
1IA
133
1620 Investment Advisors
Massachusetts
$3.62M +$94.7K +2,949 +3%
SCA
134
Snowden Capital Advisors
New York
$3.61M +$302K +9,414 +9%
WAS
135
Wealth Advisory Solutions
Indiana
$3.57M -$16.9K -525 -0.5%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$3.53M -$336K -10,539 -9%
MWM
137
Marion Wealth Management
Pennsylvania
$3.51M -$62.7K -1,952 -2%
TB
138
Treynor Bancshares
Iowa
$3.5M +$101K +3,207 +3%
FIM
139
Freedom Investment Management
Connecticut
$3.43M +$833K +25,936 +32%
GRP
140
Global Retirement Partners
California
$3.42M +$36.7K +1,143 +1%
WTC
141
WhitTier Trust Company
Nevada
$3.4M -$447K -13,918 -12%
AWA
142
Arete Wealth Advisors
Illinois
$3.36M -$1.23M -38,373 -27%
SPC
143
Sigma Planning Corp
Michigan
$3.27M +$407K +12,676 +14%
AA
144
ALPS Advisors
Colorado
$3.21M +$20.6K +640 +0.6%
AAS
145
Avantax Advisory Services
Texas
$3.2M +$504K +15,682 +19%
SAM
146
SignalPoint Asset Management
Missouri
$3.2M -$50.4K -1,571 -2%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$3.19M +$565K +17,586 +21%
FPWM
148
FSB Premier Wealth Management
Iowa
$3.15M -$289K -8,992 -8%
SP
149
SWS Partners
Ohio
$3.11M -$1.12K -35 -0%
CCFM
150
Clear Creek Financial Management
Washington
$3.08M -$1.49M -46,289 -33%