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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

570 hedge funds and large institutions have $9.04B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 277 increasing their positions, 146 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 146

52% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 52

2% more funds holding

Funds holding: 557570 (+13)

2% more funds holding in top 10

Funds holding in top 10: 6061 (+1)

0% more capital invested

Capital invested by funds: $9B → $9.04B (+$41.3M)

0.61% less ownership

Funds ownership: 83.13%82.52% (-0.61%)

95% less call options, than puts

Call options by funds: $622K | Put options by funds: $12.1M

Holders
570
Holders Change
+13
Holders Change %
+2.33%
% of All Funds
6.94%
Holding in Top 10
61
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.67%
% of All Funds
0.74%
New
79
Increased
277
Reduced
146
Closed
52
Calls
$622K
Puts
$12.1M
Net Calls
-$11.4M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.66B +$78.3M +2,313,152 +5%
Charles Schwab
2
Charles Schwab
California
$1.01B +$11.2M +331,433 +1%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$396M -$42.8M -1,263,328 -10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$368M +$27.7M +816,754 +8%
AFI
5
American Family Investments
Wisconsin
$294M -$30.8M -909,000 -9%
Creative Planning
6
Creative Planning
Kansas
$272M +$23.6M +698,006 +9%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$220M +$16.8M +495,900 +8%
DADC
8
D.A. Davidson & Co
Montana
$205M +$9.17M +270,696 +5%
Morgan Stanley
9
Morgan Stanley
New York
$200M +$21.1M +624,256 +12%
Ameriprise
10
Ameriprise
Minnesota
$194M +$14.9M +439,893 +8%
Wells Fargo
11
Wells Fargo
California
$186M +$8.44M +249,202 +5%
WMN
12
Wealth Management Nebraska
Nebraska
$183M +$16.5M +486,703 +10%
AssetMark Inc
13
AssetMark Inc
California
$175M +$3.37M +99,619 +2%
WA
14
Waverly Advisors
Alabama
$172M +$16.4M +484,033 +11%
Raymond James Financial
15
Raymond James Financial
Florida
$169M +$16.1M +474,024 +10%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$118M -$19.4M -573,000 -14%
HighTower Advisors
17
HighTower Advisors
Illinois
$110M +$6.94M +204,949 +7%
State Street
18
State Street
Massachusetts
$89.6M -$70.4M -2,077,970 -44%
CM
19
Castleark Management
Illinois
$85.2M
Osaic Holdings
20
Osaic Holdings
Arizona
$73.7M -$3.57M -105,499 -5%
MWM
21
McMill Wealth Management
Nebraska
$66.8M +$4.54M +134,051 +7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$62.4M +$9.82M +289,933 +19%
CAI
23
Capital Advisors Inc
Oklahoma
$59M -$289K -8,533 -0.5%
CAL
24
Capital Analysts LLC
Pennsylvania
$57.9M -$265K -7,830 -0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$57.6M +$41.3M +1,218,277 +251%