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SPDR Portfolio Long Term Corporate Bond ETF

108 hedge funds and large institutions have $393M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
54
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$123M +$22.8M +717,315 +23%
SMM
2
Stadion Money Management
Georgia
$41.9M +$1.16M +36,657 +3%
Wells Fargo
3
Wells Fargo
California
$15.2M +$1.18M +37,251 +8%
WP
4
WealthSource Partners
California
$15.1M +$1.04M +32,602 +7%
Bank of America
5
Bank of America
North Carolina
$13.7M -$2.34M -73,527 -15%
Citadel Advisors
6
Citadel Advisors
Florida
$13.5M +$4.17M +131,114 +44%
LPL Financial
7
LPL Financial
California
$9.91M +$3.73M +117,409 +60%
Jane Street
8
Jane Street
New York
$9.4M -$2.4M -75,416 -20%
NC
9
NewSquare Capital
Pennsylvania
$9.32M -$7.43M -233,696 -44%
AssetMark Inc
10
AssetMark Inc
California
$7.34M -$2.47M -77,726 -25%
5L
11
55I LLC
Massachusetts
$7.17M +$3.97M +124,857 +124%
Morgan Stanley
12
Morgan Stanley
New York
$7M +$797K +25,092 +13%
PWM
13
Peterson Wealth Management
Nevada
$6.96M +$990K +31,159 +17%
NI
14
NYL Investors
New York
$6.87M +$25.4K +800 +0.4%
CFG
15
Cooper Financial Group
California
$6.68M +$411K +12,933 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.29M +$1.81M +56,818 +40%
C1AG
17
Client 1st Advisory Group
Florida
$6.1M +$2.74M +85,991 +82%
CCMG
18
Clark Capital Management Group
Pennsylvania
$5.87M -$1.61M -50,589 -21%
Ameriprise
19
Ameriprise
Minnesota
$5.87M -$474K -14,919 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.69M +$2.17M +68,270 +62%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.63M +$98.8K +3,110 +2%
VFM
22
Vivid Financial Management
California
$4.62M +$156K +4,902 +3%
HGWM
23
Horst & Graben Wealth Management
Oregon
$3.85M +$924K +29,081 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.25M +$2.85M +89,638 +714%
Verition Fund Management
25
Verition Fund Management
Connecticut
$3.13M +$3.13M +98,321 New