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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
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$1.24M -$627K -17,917 -33%
WA
152
Wealthstar Advisors
Texas
$1.23M -$65.3K -1,865 -5%
Renaissance Technologies
153
Renaissance Technologies
New York
$1.22M -$503K -14,365 -29%
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$1.22M
MML Investors Services
155
MML Investors Services
Massachusetts
$1.21M -$1.11M -31,774 -47%
WWM
156
Western Wealth Management
Colorado
$1.21M +$538K +15,357 +77%
TC
157
Trilogy Capital
California
$1.18M +$1.21M +34,655 New
GWM
158
Geneos Wealth Management
Colorado
$1.18M +$123K +3,506 +11%
G
159
GenTrust
Florida
$1.14M +$520K +14,855 +80%
WEG
160
World Equity Group
Illinois
$1.12M +$1.15M +32,877 New
CRI
161
Colonial River Investments
Virginia
$1.12M -$37K -1,057 -3%
MOS
162
MGO One Seven
Ohio
$1.08M +$7.67K +219 +0.7%
PA
163
PFG Advisors
Arizona
$1.08M -$15.7K -449 -1%
DI
164
DFPG Investments
Utah
$972K -$41.7K -1,190 -4%
DHGWA
165
Dixon Hughes Goodman Wealth Advisors
North Carolina
$970K -$130K -3,716 -12%
LPT
166
Legacy Private Trust
Wisconsin
$961K -$113K -3,223 -10%
GFS
167
GYL Financial Synergies
Connecticut
$927K -$15.2K -433 -2%
FHA
168
Flagship Harbor Advisors
Massachusetts
$918K +$33.6K +960 +4%
LC
169
Legacy CG
Texas
$913K +$936K +26,734 New
RTL
170
Red Tortoise LLC
Georgia
$908K +$2.63K +75 +0.3%
HVIA
171
Hudson Valley Investment Advisors
New York
$903K +$35.5K +1,014 +4%
FWP
172
FAS Wealth Partners
Kansas
$870K -$342K -9,775 -28%
APCM
173
Alaska Permanent Capital Management
Alaska
$849K +$157K +4,473 +22%
Prudential Financial
174
Prudential Financial
New Jersey
$826K -$191K -5,458 -18%
Truist Financial
175
Truist Financial
North Carolina
$806K -$895K -25,557 -52%