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SPDR Portfolio Intermediate Term Corporate Bond ETF

390 hedge funds and large institutions have $4.2B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 33 closing their positions.

Holders
390
Holders Change
+45
Holders Change %
+13.04%
% of All Funds
6.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.39%
New
82
Increased
137
Reduced
102
Closed
33
Calls
$100K
Puts
Net Calls
+$100K
Net Calls Change
+$100K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$788M 21,807,065 +2,904,881 +15%
Charles Schwab
2
Charles Schwab
California
$691M 19,103,647 -11,627,610 -38%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$285M 7,895,018 +737,164 +10%
LPL Financial
4
LPL Financial
California
$231M 6,383,614 -1,196,598 -16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$104M 2,888,078 +322,995 +13%
Verition Fund Management
6
Verition Fund Management
Connecticut
$98.4M 2,723,235 +1,107,053 +68%
Wells Fargo
7
Wells Fargo
California
$81.2M 2,244,947 +156,196 +7%
MWM
8
Mission Wealth Management
California
$60M 1,658,892 +60,413 +4%
AIMU
9
Allianz Investment Management US
Minnesota
$57.1M 1,578,340 -47,000 -3%
EB
10
Eastern Bank
Massachusetts
$55.4M 1,533,558 +41,851 +3%
State Street
11
State Street
Massachusetts
$54.6M 1,511,270 -189,340 -11%
CI
12
Conning Inc
Connecticut
$50.8M 1,404,114 +54,114 +4%
ZIG
13
Zurich Insurance Group
Switzerland
$50.7M 1,402,903 +580,877 +71%
CFIA
14
Cantor Fitzgerald Investment Advisors
New York
$47.5M 1,314,183 -24,706 -2%
GI
15
Gradient Investments
Minnesota
$47.3M 1,309,171 -160,411 -11%
MYLI
16
Meiji Yasuda Life Insurance
Japan
$44.7M 1,236,740
Legal & General Group
17
Legal & General Group
United Kingdom
$43.9M 1,214,135 +1,214,135 New
AF
18
Allworth Financial
California
$43.4M 1,201,699 +536,412 +81%
FWM
19
Focused Wealth Management
New York
$40.7M 1,125,644 +12,734 +1%
PAS
20
Park Avenue Securities
New York
$40.5M 1,119,047 +25,448 +2%
Creative Planning
21
Creative Planning
Kansas
$37.9M 1,048,293 +1,015,147 +3,063%
Morgan Stanley
22
Morgan Stanley
New York
$37.8M 1,045,183 -788,325 -43%
BPWM
23
Badgley Phelps Wealth Managers
Washington
$36.2M 1,001,251 +80,127 +9%
RA
24
RFG Advisory
Alabama
$34.6M 956,544 -194,247 -17%
SGAM
25
Stephens Group Asset Management
Arkansas
$34.2M 946,870 +27,903 +3%