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SPDR Portfolio Long Term Corporate Bond ETF

165 hedge funds and large institutions have $737M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+20
Holders Change %
+13.79%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
42
Increased
62
Reduced
45
Closed
17
Calls
$7K
Puts
$50K
Net Calls
-$43K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
WealthShield Partners
North Carolina
$449K +$220K +9,760 +96%
TPWM
102
Twelve Points Wealth Management
Massachusetts
$447K -$772K -34,217 -63%
LFAS
103
Level Four Advisory Services
Texas
$444K -$25.1K -1,110 -5%
AG
104
Ascent Group
Virginia
$439K +$439K +19,472 New
IPWA
105
International Private Wealth Advisors
California
$430K +$430K +19,071 New
BS
106
Banco Santander
Spain
$402K
AI
107
Atria Investments
North Carolina
$349K +$115K +5,106 +49%
GM
108
GeoWealth Management
Illinois
$332K +$332K +14,724 New
LWA
109
LifeGoal Wealth Advisors
New York
$329K +$329K +14,588 New
SFC
110
Strategic Financial Concepts
Texas
$320K +$33.4K +1,481 +12%
IWM
111
Iams Wealth Management
Nebraska
$318K +$318K +14,092 New
GS
112
GTS Securities
New York
$318K +$318K +14,078 New
CCAL
113
City Center Advisors LLC
Michigan
$317K +$44.8K +1,984 +16%
GEM
114
Global Endowment Management
North Carolina
$295K +$8.89K +394 +3%
ACM
115
Absolute Capital Management
Pennsylvania
$289K +$289K +12,808 New
HAS
116
HBW Advisory Services
California
$285K +$12.8K +565 +5%
AA
117
Advisory Alpha
Michigan
$282K -$319K -14,145 -53%
VA
118
Valmark Advisers
Ohio
$271K
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$258K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$254K +$9.11K +403 +4%
TC
121
TownSquare Capital
Utah
$232K +$232K +10,282 New
HAG
122
HF Advisory Group
Maryland
$232K -$6.66K -295 -3%
Mariner
123
Mariner
Kansas
$231K +$231K +10,249 New
CA
124
CoreCap Advisors
Michigan
$228K -$43.1K -1,911 -16%
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
$227K +$227K +10,065 New