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SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $369M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
30
Reduced
39
Closed
18
Calls
$467K
Puts
$801K
Net Calls
-$334K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
76
HBW Advisory Services
California
$201K +$201K +9,480 New
CFGS
77
Concourse Financial Group Securities
Alabama
$193K -$121K -5,713 -39%
EWA
78
EP Wealth Advisors
California
$167K -$172K -8,109 -51%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$140K -$26.1K -1,232 -16%
AIC
80
Archer Investment Corporation
Indiana
$139K
NCM
81
Northwest Capital Management
Oregon
$138K -$26.2K -1,233 -16%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$86.7K +$21.6K +1,037 +33%
Comerica Bank
83
Comerica Bank
Texas
$81.7K +$81.7K +3,845 New
GI
84
Gradient Investments
Minnesota
$79.4K -$142K -6,667 -64%
SS
85
Sunbelt Securities
Texas
$69.1K
Simplex Trading
86
Simplex Trading
Illinois
$66K +$66K +3,138 New
NEAM
87
New England Asset Management
Connecticut
$63.7K
SIS
88
Sound Income Strategies
Florida
$52.7K -$5.31K -250 -9%
KFS
89
Kelly Financial Services
Massachusetts
$33.9K +$33.9K +1,598 New
CP
90
Castleview Partners
Texas
$26.7K -$16.5K -779 -38%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$21.2K +$21.2K +1,000 New
TAM
92
Tucker Asset Management
Colorado
$18.6K -$2.12K -100 -10%
GRP
93
Global Retirement Partners
California
$17.2K +$9.04K +435 +111%
CFD
94
Creative Financial Designs
Indiana
$17.2K
IHWM
95
Iron Horse Wealth Management
Iowa
$10.8K +$127 +6 +1%
VAG
96
VisionPoint Advisory Group
Texas
$10.5K +$10.5K +493 New
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$9.56K +$9.56K +450 New
GFPC
98
Global Financial Private Client
Florida
$8.05K
SPIA
99
Steward Partners Investment Advisory
New York
$7.19K +$1.97K +93 +38%
AF
100
Advisornet Financial
Minnesota
$5.95K