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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 %
GWSG
176
GPS Wealth Strategies Group
Colorado
$1.96M +$337K +10,498 +21%
Truist Financial
177
Truist Financial
North Carolina
$1.94M +$128K +3,971 +7%
WT
178
Whittier Trust
California
$1.94M -$268K -8,355 -12%
MPW
179
MGO Private Wealth
California
$1.82M -$676K -21,044 -27%
RSA
180
River Street Advisors
Illinois
$1.81M +$809K +25,193 +81%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$1.75M -$117K -3,638 -6%
TC
182
Trilogy Capital
California
$1.69M +$338K +10,528 +25%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$1.61M -$465K -14,487 -22%
AI
184
Atria Investments
North Carolina
$1.58M -$885K -27,551 -36%
PP
185
PDS Planning
Ohio
$1.53M -$160K -4,985 -9%
CFGS
186
Concourse Financial Group Securities
Alabama
$1.53M +$204K +6,342 +15%
KIG
187
Kowal Investment Group
Wisconsin
$1.51M -$404K -12,582 -21%
AWM
188
Accurate Wealth Management
Florida
$1.49M +$264K +8,229 +22%
AWS
189
Atria Wealth Solutions
New York
$1.43M +$758K +23,610 +113%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$544K +16,938 +63%
FAIM
191
Financial Advocates Investment Management
Washington
$1.35M +$364K +11,346 +37%
PIA
192
Perennial Investment Advisors
California
$1.32M +$308K +9,588 +30%
WWM
193
Western Wealth Management
Colorado
$1.27M +$273K +8,511 +28%
FWM
194
Forza Wealth Management
Florida
$1.24M
GWP
195
Gateway Wealth Partners
Wisconsin
$1.22M +$397K +12,351 +48%
APCM
196
Alaska Permanent Capital Management
Alaska
$1.22M +$45.2K +1,407 +4%
AAM
197
Ameraudi Asset Management
New York
$1.2M -$253K -7,869 -17%
IA
198
Insight Advisors
Pennsylvania
$1.19M +$2.86K +89 +0.2%
AWA
199
Alaska Wealth Advisors
Alaska
$1.19M -$14.2K -443 -1%
BFM
200
Boothbay Fund Management
New York
$1.18M +$1.18M +36,700 New