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SPDR Portfolio Intermediate Term Corporate Bond ETF

304 hedge funds and large institutions have $3.73B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 116 reducing their positions, and 57 closing their positions.

Holders
304
Holders Change
-6
Holders Change %
-1.94%
% of All Funds
6.72%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
57
Increased
94
Reduced
116
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$746M 21,946,870 +21,946,870 New
CSIA
2
Charles Schwab Investment Advisory
California
$570M 16,756,448 -22,237,272 -57%
USAA
3
United Services Automobile Association
Texas
$524M 14,602,380 +792,683 +6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$251M 7,376,361 -326,969 -4%
AIMU
5
Allianz Investment Management US
Minnesota
$94.6M 2,781,590 -35,000 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$79.6M 2,341,263 -756,228 -24%
LPL Financial
7
LPL Financial
California
$78.3M 2,303,481 +77,579 +3%
Wells Fargo
8
Wells Fargo
California
$76.7M 2,254,970 -81,356 -3%
AF
9
Allworth Financial
California
$64.4M 1,893,303 -107,217 -5%
PAS
10
Park Avenue Securities
New York
$47.6M 1,400,898 +31,318 +2%
Barclays
11
Barclays
United Kingdom
$42.3M 1,242,519 +1,242,519 New
CPO
12
Cerity Partners OCIO
New York
$38M 1,116,343 -81,239 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$33.8M 993,501 +993,501 New
PWAG
14
Polaris Wealth Advisory Group
California
$33.3M 980,301 +801,122 +447%
PSUF
15
People's United Financial
Connecticut
$33.2M 976,338 +57,199 +6%
MWM
16
Mission Wealth Management
California
$32.9M 967,013 +2,121 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$30.3M 890,307 +45,969 +5%
State Street
18
State Street
Massachusetts
$29.1M 856,305 -730,186 -46%
CFIA
19
Cantor Fitzgerald Investment Advisors
New York
$29.1M 855,200 -62,684 -7%
EB
20
Eastern Bank
Massachusetts
$28.2M 828,935 +811,479 +4,649%
PAG
21
Pinnacle Advisory Group
Maryland
$25.1M 737,683 -881,855 -54%
UBS Group
22
UBS Group
Switzerland
$24.4M 716,511 -98,861 -12%
Citadel Advisors
23
Citadel Advisors
Florida
$24.3M 715,414 +715,414 New
FWM
24
Focused Wealth Management
New York
$24.2M 710,347 +47,700 +7%
Bank of America
25
Bank of America
North Carolina
$23.9M 702,115 -165,345 -19%