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State Street SPDR Portfolio Long Term Corporate Bond ETF

147 hedge funds and large institutions have $526M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less capital invested

Capital invested by funds: $753M → $526M (-$228M)

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
51
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.25M
SWAG
52
Spectrum Wealth Advisory Group
California
$1.25M
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.24M
NG
54
Novem Group
New York
$1.22M
T
55
TrueFG
Texas
$1.15M
Mariner
56
Mariner
Kansas
$1.08M
BCM
57
Boltwood Capital Management
California
$1.06M
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.04M
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.02M
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1M
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$992K
AIP
62
Ameritas Investment Partners
Nebraska
$870K
AIA
63
Ally Invest Advisors
North Carolina
$846K
GWM
64
Geneos Wealth Management
Colorado
$820K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$798K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$780K
IA
67
Insight Advisors
Pennsylvania
$770K
GS
68
GWN Securities
Florida
$757K
KF
69
KKM Financial
Illinois
$739K
RA
70
RFG Advisory
Alabama
$689K
MML Investors Services
71
MML Investors Services
Massachusetts
$678K
FTUS
72
Flow Traders U.S.
New York
$668K
MFG
73
Merit Financial Group
Georgia
$663K
MWM
74
MinichMacGregor Wealth Management
New York
$607K
RCM
75
RMR Capital Management
California
$554K