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SPDR Portfolio Intermediate Term Corporate Bond ETF

356 hedge funds and large institutions have $5.19B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 136 increasing their positions, 105 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+29
Holders Change %
+8.87%
% of All Funds
6.32%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.57%
New
69
Increased
136
Reduced
105
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$628K +$328K +16,526 +109%
PFM
202
Phillips Financial Management
Indiana
$622K -$17.8K -479 -3%
APCM
203
Alaska Permanent Capital Management
Alaska
$617K
SIA
204
Strategic Investment Advisors
Michigan
$610K -$29.8K -801 -5%
FFG
205
Fullen Financial Group
Ohio
$607K +$223 +6 +0%
TCBWMS
206
Texas Capital Bank Wealth Management Services
Texas
$594K +$9.89K +266 +2%
Creative Planning
207
Creative Planning
Kansas
$568K +$242K +6,517 +74%
BTWM
208
Baker Tilly Wealth Management
Wisconsin
$566K +$566K +15,219 New
OWP
209
Obermeyer Wealth Partners
Colorado
$556K
VWA
210
Visionary Wealth Advisors
Illinois
$555K -$2.76M -74,211 -83%
OWA
211
One Wealth Advisors
California
$547K +$547K +14,723 New
AP
212
Advisor Partners
California
$541K +$40.9K +1,102 +8%
IA
213
IndexIQ Advisors
New York
$540K -$560K -15,057 -51%
DWM
214
Dakota Wealth Management
Florida
$530K +$285K +7,663 +116%
IFWM
215
Institute for Wealth Management
Colorado
$529K -$273K -7,345 -34%
IA
216
IFP Advisors
Florida
$527K +$85.2K +2,293 +19%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$522K
PFA
218
Pinnacle Family Advisors
Missouri
$522K +$522K +14,035 New
BHWM
219
Bay Harbor Wealth Management
Maryland
$520K -$253K -6,810 -33%
CAAS
220
Capital Asset Advisory Services
Michigan
$519K -$3.98K -107 -0.8%
RIM
221
Rockbridge Investment Management
New York
$509K -$59.6K -1,603 -10%
RCIM
222
Red Cedar Investment Management
Michigan
$502K +$502K +13,495 New
CW
223
CreativeOne Wealth
Kansas
$498K -$80.7K -2,168 -14%
LNC
224
Lincoln National Corp
Pennsylvania
$491K +$1.86K +50 +0.4%
CAM
225
Cresset Asset Management
Illinois
$487K