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State Street SPDR Portfolio Long Term Corporate Bond ETF

168 hedge funds and large institutions have $621M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 34

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $533M → $621M (+$88.4M)

13% more funds holding

Funds holding: 149168 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.93% less ownership

Funds ownership: 58.52%56.59% (-1.9%)

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
77
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$369K +$9.72K +423 +3%
TPWM
102
Twelve Points Wealth Management
Massachusetts
$364K
RIG
103
RiverFront Investment Group
Virginia
$351K -$95K -4,136 -21%
HAG
104
HF Advisory Group
Maryland
$338K +$14.7K +639 +4%
AFP
105
Ausdal Financial Partners
Iowa
$311K +$36.1K +1,572 +13%
FHA
106
Flagship Harbor Advisors
Massachusetts
$304K +$309K +13,458 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$298K +$52.7K +2,293 +21%
GFPC
108
Global Financial Private Client
Florida
$295K +$56.7K +2,470 +23%
LWA
109
LifeGoal Wealth Advisors
New York
$269K +$4.04K +176 +1%
VA
110
Valmark Advisers
Ohio
$261K
CW
111
CreativeOne Wealth
Kansas
$257K +$262K +11,386 New
CL
112
Choreo LLC
Illinois
$252K +$4.16K +181 +2%
SWP
113
Stratos Wealth Partners
Ohio
$250K +$255K +11,086 New
NA
114
Novus Advisors
South Carolina
$240K +$244K +10,636 New
WP
115
WealthShield Partners
North Carolina
$231K -$5.65K -246 -2%
AWM
116
AE Wealth Management
Kansas
$226K +$212K +9,217 +1,159%
WPW
117
Waldron Private Wealth
Pennsylvania
$226K -$52.8K -2,300 -19%
KAS
118
Kestra Advisory Services
Texas
$224K -$29.3K -1,276 -11%
Stifel Financial
119
Stifel Financial
Missouri
$214K +$218K +9,470 New
AAS
120
Ameritas Advisory Services
Nebraska
$208K +$212K +9,233 New
DRP
121
Decker Retirement Planning
Utah
$208K -$7.24K -315 -3%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$194K +$7.24K +315 +4%
PTC
123
Private Trust Company
Ohio
$177K +$3.93K +171 +2%
CA
124
CoreCap Advisors
Michigan
$169K -$30.9K -1,344 -15%
CFD
125
Creative Financial Designs
Indiana
$166K +$74.4K +3,237 +78%