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SPDR Portfolio Intermediate Term Corporate Bond ETF

410 hedge funds and large institutions have $4.66B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 138 reducing their positions, and 30 closing their positions.

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
6.47%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.5%
New
45
Increased
171
Reduced
138
Closed
30
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$179K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$682M 21,247,256 +45,396 +0.2%
LPL Financial
2
LPL Financial
California
$360M 11,205,905 +926,372 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$228M 7,105,285 +188,021 +3%
Creative Planning
4
Creative Planning
Kansas
$218M 6,780,877 -167,835 -2%
CSIA
5
Charles Schwab Investment Advisory
California
$199M 6,203,430 +501,629 +9%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$184M 5,734,575 -318,366 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$171M 5,318,627 +942,722 +22%
DADC
8
D.A. Davidson & Co
Montana
$140M 4,364,053 +130,354 +3%
Bank of America
9
Bank of America
North Carolina
$107M 3,325,680 +1,070,898 +47%
Squarepoint
10
Squarepoint
New York
$104M 3,249,221 +2,645,451 +438%
Wells Fargo
11
Wells Fargo
California
$100M 3,129,592 -110,095 -3%
Jane Street
12
Jane Street
New York
$93.2M 2,902,443 +2,129,304 +275%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$83.8M 2,609,136 +183,731 +8%
Morgan Stanley
14
Morgan Stanley
New York
$74.2M 2,312,087 -1,689,898 -42%
EB
15
Eastern Bank
Massachusetts
$71.1M 2,215,739 +12,397 +0.6%
HighTower Advisors
16
HighTower Advisors
Illinois
$63.6M 1,981,949 +130,579 +7%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$51.4M 1,600,000
MWM
18
Mission Wealth Management
California
$49.1M 1,529,732 +155,080 +11%
JFG
19
Jefferies Financial Group
New York
$47.3M 1,472,210 +628,710 +75%
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$46.9M 1,461,246 +181,115 +14%
ZIG
21
Zurich Insurance Group
Switzerland
$45M 1,402,903
ACM
22
Advisors Capital Management
New Jersey
$36M 1,122,653 +86,726 +8%
EWA
23
ERTS Wealth Advisors
Michigan
$34.6M 1,078,674 +31,101 +3%
CAI
24
Capital Advisors Inc
Oklahoma
$33.4M 1,040,643 -14,621 -1%
TTWM
25
TCV Trust & Wealth Management
Virginia
$32.2M 1,003,062 +23,700 +2%