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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

345 hedge funds and large institutions have $4.39B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 124 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 124

1% less funds holding

Funds holding: 349345 (-4)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

10.94% less ownership

Funds ownership: 83.91%72.97% (-11%)

22% less capital invested

Capital invested by funds: $5.63B → $4.39B (-$1.24B)

Holders
345
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
6.04%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.37%
New
38
Increased
123
Reduced
124
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
201
Institute for Wealth Management
Colorado
$417K -$62K -1,686 -13%
CWA
202
Clearview Wealth Advisors
Oregon
$406K -$8.64K -235 -2%
BIA
203
BHK Investment Advisors
Alabama
$402K
AWA
204
Acorn Wealth Advisors
Michigan
$398K +$5.33K +145 +1%
HIS
205
Harvest Investment Services
Illinois
$396K +$1.51K +41 +0.4%
RFA
206
Reilly Financial Advisors
California
$392K -$15.3K -417 -4%
1CM
207
1492 Capital Management
Wisconsin
$387K -$21.8K -592 -5%
MWC
208
MBM Wealth Consultants
Missouri
$387K +$10.3K +280 +3%
IA
209
IFG Advisory
Georgia
$384K +$8.42K +229 +2%
WT
210
Whittier Trust
California
$371K
RTL
211
Red Tortoise LLC
Georgia
$371K +$436K +11,855 New
CAN
212
Cetera Advisor Networks
California
$370K -$2.57K -70 -0.7%
IFG
213
Investors Financial Group
Minnesota
$370K +$8.09K +220 +2%
LNC
214
Lincoln National Corp
Pennsylvania
$352K +$5.63K +153 +2%
G
215
GenTrust
Florida
$352K +$354K +9,637 New
HGWM
216
Horst & Graben Wealth Management
Oregon
$349K -$111K -3,027 -24%
MHR
217
Matthew Hamilton Rosenberg
$340K +$305K +8,284 +815%
Stifel Financial
218
Stifel Financial
Missouri
$336K -$173K -4,719 -34%
SFA
219
Sequoia Financial Advisors
Ohio
$335K -$412K -11,205 -55%
BJL
220
Brighton Jones LLC
Washington
$331K -$1.29K -35 -0.4%
CIAS
221
Capital Investment Advisory Services
North Carolina
$330K -$294 -8 -0.1%
BS
222
Boenning & Scattergood
Pennsylvania
$329K -$772 -21 -0.2%
MCM
223
Maryland Capital Management
Maryland
$328K -$331 -9 -0.1%
OWA
224
Outlook Wealth Advisors
Texas
$311K +$846 +23 +0.3%
WI
225
WBI Investments
New Jersey
$304K -$22.5K -612 -7%