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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

387 hedge funds and large institutions have $4.18B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 119 increasing their positions, 145 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.67% more ownership

Funds ownership: 74.88%78.55% (+3.7%)

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0% less capital invested

Capital invested by funds: $4.2B → $4.18B (-$16.1M)

1% less funds holding

Funds holding: 390387 (-3)

18% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 145

Holders
387
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
6.1%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.41%
New
51
Increased
119
Reduced
145
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$824M +$81.7M +2,332,826 +11%
Charles Schwab
2
Charles Schwab
California
$660M +$8.07M +230,487 +1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$260M -$9.5M -271,234 -3%
LPL Financial
4
LPL Financial
California
$216M -$1.66M -47,289 -0.7%
Jane Street
5
Jane Street
New York
$209M +$182M +5,192,009 +561%
Creative Planning
6
Creative Planning
Kansas
$101M +$66.6M +1,903,155 +182%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$94M -$4.72M -134,857 -5%
JP Morgan Chase
8
JP Morgan Chase
New York
$74.2M +$76M +2,172,029 +9,872,859%
Wells Fargo
9
Wells Fargo
California
$65M -$12M -342,931 -15%
GI
10
Gradient Investments
Minnesota
$63.2M +$19M +542,732 +41%
Morgan Stanley
11
Morgan Stanley
New York
$54.9M +$19.7M +563,026 +54%
MWM
12
Mission Wealth Management
California
$53.9M -$2.78M -79,527 -5%
CAI
13
Capital Advisors Inc
Oklahoma
$48.1M +$49.3M +1,408,575 New
EB
14
Eastern Bank
Massachusetts
$48.1M -$4.39M -125,525 -8%
ZIG
15
Zurich Insurance Group
Switzerland
$47.9M
AIMU
16
Allianz Investment Management US
Minnesota
$47.9M -$6.15M -175,618 -11%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$45.1M +$205K +5,860 +0.4%
State Street
18
State Street
Massachusetts
$44.4M -$7.43M -212,161 -14%
CI
19
Conning Inc
Connecticut
$43.1M -$4.95M -141,430 -10%
MYLI
20
Meiji Yasuda Life Insurance
Japan
$42.2M
RA
21
RFG Advisory
Alabama
$41.9M +$9.45M +269,824 +28%
FWM
22
Focused Wealth Management
New York
$41.3M +$2.98M +85,107 +8%
AF
23
Allworth Financial
California
$41.1M +$21.1K +604 +0.1%
BPWM
24
Badgley Phelps Wealth Managers
Washington
$39.4M +$5.35M +152,945 +15%
PAS
25
Park Avenue Securities
New York
$39.3M +$1.13M +32,363 +3%