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SPDR Portfolio Intermediate Term Corporate Bond ETF

555 hedge funds and large institutions have $11.5B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 266 increasing their positions, 116 reducing their positions, and 40 closing their positions.

Holders
555
Holders Change
+61
Holders Change %
+12.35%
% of All Funds
7.39%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.72%
New
115
Increased
266
Reduced
116
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.6B 110,010 -878 -0.8%
Charles Schwab
2
Charles Schwab
California
$1.42B 43,490,459 -1,074,571 -2%
LPL Financial
3
LPL Financial
California
$1.26B 38,330,042 +3,353,932 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$314M 9,584,446 -518,441 -5%
Creative Planning
5
Creative Planning
Kansas
$224M 6,831,323 -102,921 -1%
Morgan Stanley
6
Morgan Stanley
New York
$180M 5,502,796 +616,000 +13%
DADC
7
D.A. Davidson & Co
Montana
$169M 5,166,285 +216,822 +4%
JFG
8
Jefferies Financial Group
New York
$168M 5,130,273 +4,630,273 +926%
AssetMark Inc
9
AssetMark Inc
California
$159M 4,860,348 +1,498,890 +45%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$139M 4,228,300 +1,543,500 +57%
WMN
11
Wealth Management Nebraska
Nebraska
$136M 4,160,759 +4,160,759 New
Wells Fargo
12
Wells Fargo
California
$133M 4,073,644 -976,629 -19%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$133M 4,053,000 +100,000 +3%
State Street
14
State Street
Massachusetts
$128M 3,896,822 +3,425,082 +726%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M 3,857,244 +228,359 +6%
CM
16
Castleark Management
Illinois
$123M 3,757,660 +3,757,660 New
MWM
17
Mission Wealth Management
California
$111M 3,375,858 +250,659 +8%
TLFA
18
True Link Financial Advisors
California
$105M 3,203,828 +891,252 +39%
BCMO
19
Buckingham Capital Management (Ohio)
Ohio
$105M 3,191,870 +238,037 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$94.5M 2,883,324 +177,554 +7%
Ameriprise
21
Ameriprise
Minnesota
$90.9M 2,777,442 +1,722,266 +163%
EB
22
Eastern Bank
Massachusetts
$62.9M 1,921,239 -85,529 -4%
CAI
23
Capital Advisors Inc
Oklahoma
$59.5M 1,815,946 -102,094 -5%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$54.2M 1,655,766 -750,000 -31%
MWM
25
McMill Wealth Management
Nebraska
$50.5M 1,541,549 +1,541,549 New