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SPDR Portfolio Intermediate Term Corporate Bond ETF

553 hedge funds and large institutions have $8.33B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 251 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.42%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
55
Increased
251
Reduced
172
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.51B +$88.6M +2,637,433 +6%
Charles Schwab
2
Charles Schwab
California
$980M -$420M -12,497,614 -30%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$435M +$430M +12,803,930 +7,799%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$329M -$3.04M -90,631 -0.9%
Creative Planning
5
Creative Planning
Kansas
$232M -$1.73M -51,448 -0.7%
DADC
6
D.A. Davidson & Co
Montana
$187M +$3.22M +95,829 +2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$185M +$15.9M +474,631 +9%
Ameriprise
8
Ameriprise
Minnesota
$182M +$85.2M +2,537,710 +88%
AFI
9
American Family Investments
Wisconsin
$178M +$178M +5,304,000 New
AssetMark Inc
10
AssetMark Inc
California
$169M +$3.63M +108,164 +2%
Morgan Stanley
11
Morgan Stanley
New York
$159M -$12M -358,157 -7%
Wells Fargo
12
Wells Fargo
California
$159M +$6.57M +195,511 +4%
WMN
13
Wealth Management Nebraska
Nebraska
$147M +$1.3M +38,793 +0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$142M +$4.88M +145,273 +4%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$136M
WA
16
Waverly Advisors
Alabama
$135M +$3.88M +115,454 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$100M +$595K +17,714 +0.6%
State Street
18
State Street
Massachusetts
$90.3M +$8.63M +256,871 +11%
CM
19
Castleark Management
Illinois
$84.6M +$15.9M +473,790 +23%
Truist Financial
20
Truist Financial
North Carolina
$73.3M +$62.9M +1,872,691 +605%
Osaic Holdings
21
Osaic Holdings
Arizona
$63.8M +$9.46M +286,793 +17%
CAI
22
Capital Advisors Inc
Oklahoma
$59.3M -$471K -14,015 -0.8%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$58.7M +$15.2M +454,100 +35%
MWM
24
McMill Wealth Management
Nebraska
$56.7M +$2.69M +80,220 +5%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$55.6M