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State Street SPDR Portfolio Long Term Corporate Bond ETF

148 hedge funds and large institutions have $534M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 53 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:

29% less capital invested

Capital invested by funds: $756M → $534M (-$222M)

41% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 34

Holders
148
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
FDW
51
Fourth Dimension Wealth
Ohio
$1.39M
PFS
52
Prospera Financial Services
Texas
$1.36M
CWMGP
53
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.25M
SWAG
54
Spectrum Wealth Advisory Group
California
$1.25M
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.24M
NG
56
Novem Group
New York
$1.22M
T
57
TrueFG
Texas
$1.15M
Mariner
58
Mariner
Kansas
$1.08M
BCM
59
Boltwood Capital Management
California
$1.06M
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.04M
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.02M
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$1M
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$992K
AIP
64
Ameritas Investment Partners
Nebraska
$870K
AIA
65
Ally Invest Advisors
North Carolina
$846K
GWM
66
Geneos Wealth Management
Colorado
$820K
Jones Financial Companies
67
Jones Financial Companies
Missouri
$798K
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$780K
IA
69
Insight Advisors
Pennsylvania
$770K
GS
70
GWN Securities
Florida
$757K
KF
71
KKM Financial
Illinois
$739K
RA
72
RFG Advisory
Alabama
$689K
MML Investors Services
73
MML Investors Services
Massachusetts
$678K
FTUS
74
Flow Traders U.S.
New York
$668K
MFG
75
Merit Financial Group
Georgia
$663K