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SPDR Portfolio Intermediate Term Corporate Bond ETF

554 hedge funds and large institutions have $7.97B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 243 increasing their positions, 179 reducing their positions, and 48 closing their positions.

Holders
554
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.53%
Holding in Top 10
56
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.7%
% of All Funds
0.76%
New
62
Increased
243
Reduced
179
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.4B 42,232,183 +3,902,141 +10%
Charles Schwab
2
Charles Schwab
California
$1.39B 41,678,032 -1,812,427 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$329M 9,898,866 +314,420 +3%
Creative Planning
4
Creative Planning
Kansas
$232M 6,966,496 +135,173 +2%
DADC
5
D.A. Davidson & Co
Montana
$182M 5,485,111 +318,826 +6%
Morgan Stanley
6
Morgan Stanley
New York
$170M 5,099,403 -403,393 -7%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$167M 5,038,144 +1,180,900 +31%
AssetMark Inc
8
AssetMark Inc
California
$163M 4,917,338 +56,990 +1%
Wells Fargo
9
Wells Fargo
California
$151M 4,541,598 +467,954 +11%
WMN
10
Wealth Management Nebraska
Nebraska
$145M 4,359,350 +198,591 +5%
Raymond James Financial
11
Raymond James Financial
Florida
$136M 4,087,785 +3,098,196 +313%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$135M 4,053,000
WA
13
Waverly Advisors
Alabama
$130M 3,899,687 +3,477,294 +823%
TLFA
14
True Link Financial Advisors
California
$113M 3,387,730 +183,902 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$98.5M 2,962,734 +79,410 +3%
Ameriprise
16
Ameriprise
Minnesota
$95.4M 2,869,489 +92,047 +3%
State Street
17
State Street
Massachusetts
$80.9M 2,432,602 -1,464,220 -38%
CM
18
Castleark Management
Illinois
$68M 2,045,580 -1,712,080 -46%
CAI
19
Capital Advisors Inc
Oklahoma
$59.1M 1,779,239 -36,707 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$56.2M 1,690,645 +1,513,293 +853%
SGAM
21
Stephens Group Asset Management
Arkansas
$55.1M 1,656,932 +263,027 +19%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$55M 1,655,766
Osaic Holdings
23
Osaic Holdings
Arizona
$54.7M 1,645,385 +186,162 +13%
PAG
24
Private Advisor Group
New Jersey
$53.7M 1,614,369 +87,380 +6%
MWM
25
McMill Wealth Management
Nebraska
$53.4M 1,606,937 +65,388 +4%