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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

558 hedge funds and large institutions have $9B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 262 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 168

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

11% more funds holding in top 10

Funds holding in top 10: 5460 (+6)

8% more capital invested

Capital invested by funds: $8.35B → $9B (+$647M)

0% less funds holding

Funds holding: 559558 (-1)

2.26% less ownership

Funds ownership: 85.39%83.13% (-2.3%)

91% less call options, than puts

Call options by funds: $3.26M | Put options by funds: $36.4M

Holders
558
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.32%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
57
Increased
262
Reduced
168
Closed
46
Calls
$3.26M
Puts
$36.4M
Net Calls
-$33.1M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.58B +$63M +1,873,661 +4%
Charles Schwab
2
Charles Schwab
California
$1B +$13.3M +395,322 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$439M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$342M +$9.09M +270,130 +3%
AFI
5
American Family Investments
Wisconsin
$325M +$145M +4,300,000 +81%
Creative Planning
6
Creative Planning
Kansas
$249M +$15M +445,082 +6%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$204M +$17M +504,977 +9%
DADC
8
D.A. Davidson & Co
Montana
$197M +$7.33M +217,852 +4%
Morgan Stanley
9
Morgan Stanley
New York
$179M +$18.6M +553,926 +12%
Ameriprise
10
Ameriprise
Minnesota
$179M -$3.97M -117,864 -2%
Wells Fargo
11
Wells Fargo
California
$178M +$16.9M +503,657 +11%
AssetMark Inc
12
AssetMark Inc
California
$172M +$1.89M +56,076 +1%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$171M +$111M +3,287,200 +188%
WMN
14
Wealth Management Nebraska
Nebraska
$167M +$17.4M +517,148 +12%
State Street
15
State Street
Massachusetts
$160M +$68.6M +2,038,136 +76%
WA
16
Waverly Advisors
Alabama
$156M +$19.6M +581,247 +14%
Raymond James Financial
17
Raymond James Financial
Florida
$153M +$9.93M +295,038 +7%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$137M
HighTower Advisors
19
HighTower Advisors
Illinois
$104M +$2.54M +75,371 +3%
CM
20
Castleark Management
Illinois
$85.4M
Osaic Holdings
21
Osaic Holdings
Arizona
$77.3M +$2.54M +75,501 +3%
MWM
22
McMill Wealth Management
Nebraska
$62.4M +$5.17M +153,780 +9%
CAI
23
Capital Advisors Inc
Oklahoma
$59.5M -$358K -10,652 -0.6%
CAL
24
Capital Analysts LLC
Pennsylvania
$58.4M +$9.75M +289,802 +20%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$56.1M