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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
Charles Schwab
1
Charles Schwab
California
$1.12B -$73.9M -2,010,719 -6%
CSIA
2
Charles Schwab Investment Advisory
California
$690M -$23.6M -641,521 -3%
LPL Financial
3
LPL Financial
California
$277M +$54.1M +1,472,367 +24%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$263M -$16.6M -451,336 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$93.7M -$2.09M -56,780 -2%
Wells Fargo
6
Wells Fargo
California
$76.3M -$1.4M -38,201 -2%
Morgan Stanley
7
Morgan Stanley
New York
$67M -$73.8M -2,007,698 -52%
Jane Street
8
Jane Street
New York
$62.4M -$162M -4,413,745 -72%
State Street
9
State Street
Massachusetts
$62.1M -$19.4M -526,315 -24%
AIMU
10
Allianz Investment Management US
Minnesota
$59.4M -$460K -12,500 -0.8%
Verition Fund Management
11
Verition Fund Management
Connecticut
$59M +$59.4M +1,616,182 New
MWM
12
Mission Wealth Management
California
$58.4M +$2.38M +64,682 +4%
EB
13
Eastern Bank
Massachusetts
$54.5M +$603K +16,397 +1%
GI
14
Gradient Investments
Minnesota
$53.7M +$473K +12,857 +0.9%
CI
15
Conning Inc
Connecticut
$49.3M +$49.6M +1,350,000 New
CFIA
16
Cantor Fitzgerald Investment Advisors
New York
$48.9M +$838K +22,796 +2%
MYLI
17
Meiji Yasuda Life Insurance
Japan
$45.2M +$45.5M +1,236,740 New
RA
18
RFG Advisory
Alabama
$42M +$7.81M +212,453 +23%
FWM
19
Focused Wealth Management
New York
$40.6M +$3.59M +97,742 +10%
PAS
20
Park Avenue Securities
New York
$39.9M -$1.28M -34,699 -3%
UBS Group
21
UBS Group
Switzerland
$35M -$1.62M -44,108 -4%
PSUF
22
People's United Financial
Connecticut
$34.4M +$34.6K +941 +0.1%
BPWM
23
Badgley Phelps Wealth Managers
Washington
$33.6M +$33.9M +921,124 New
SGAM
24
Stephens Group Asset Management
Arkansas
$33.6M +$805K +21,903 +2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$31.7M -$48.7M -1,325,455 -60%