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SPDR Portfolio Intermediate Term Corporate Bond ETF

416 hedge funds and large institutions have $8.33B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 141 increasing their positions, 148 reducing their positions, and 43 closing their positions.

Holders
416
Holders Change
+27
Holders Change %
+6.94%
% of All Funds
6.71%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.55%
New
78
Increased
141
Reduced
148
Closed
43
Calls
$242K
Puts
$16K
Net Calls
+$226K
Net Calls Change
+$169K
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$4.17B 131,031 +52,046 +66%
Charles Schwab
2
Charles Schwab
California
$612M 19,212,863 +171,232 +0.9%
LPL Financial
3
LPL Financial
California
$244M 7,676,486 -200,700 -3%
Creative Planning
4
Creative Planning
Kansas
$231M 7,253,785 -331,100 -4%
Jane Street
5
Jane Street
New York
$217M 6,811,303 +5,459,501 +404%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$214M 6,711,198 +4,123,702 +159%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$204M 6,413,336 -196,755 -3%
CSIA
8
Charles Schwab Investment Advisory
California
$185M 5,802,078 -53,372 -0.9%
DADC
9
D.A. Davidson & Co
Montana
$130M 4,082,151 +4,082,151 New
Bank of America
10
Bank of America
North Carolina
$116M 3,659,329 -333,000 -8%
Wells Fargo
11
Wells Fargo
California
$100M 3,153,390 +531,115 +20%
Financial Engines Advisors
12
Financial Engines Advisors
California
$93.6M 2,939,983 +2,222,448 +310%
Morgan Stanley
13
Morgan Stanley
New York
$65.8M 2,068,742 +78,656 +4%
EB
14
Eastern Bank
Massachusetts
$56.6M 1,777,410 +469,365 +36%
HighTower Advisors
15
HighTower Advisors
Illinois
$52.7M 1,655,822 +177,172 +12%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$50.9M 1,600,000 +1,600,000 New
GI
17
Gradient Investments
Minnesota
$50.9M 1,599,699 -367,475 -19%
ZIG
18
Zurich Insurance Group
Switzerland
$44.7M 1,402,903
AIMU
19
Allianz Investment Management US
Minnesota
$44.2M 1,387,722
MWM
20
Mission Wealth Management
California
$41.4M 1,301,640 -197,644 -13%
State Street
21
State Street
Massachusetts
$40M 1,257,632 +59,950 +5%
G
22
GenTrust
Florida
$36.5M 1,147,083 -345,312 -23%
BCMO
23
Buckingham Capital Management (Ohio)
Ohio
$33.6M 1,056,770 +543,075 +106%
CAI
24
Capital Advisors Inc
Oklahoma
$33.3M 1,047,522 -92,687 -8%
ACM
25
Advisors Capital Management
New Jersey
$31.7M 995,227 +68,876 +7%