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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.7M 2,530,360 -593,094 -19%
NI
2
NYL Investors
New York
$39.9M 1,876,350 +10,600 +0.6%
LPL Financial
3
LPL Financial
California
$39.4M 1,854,698 -80,818 -4%
Jane Street
4
Jane Street
New York
$35.1M 1,652,814 +1,537,053 +1,328%
RT
5
Rockland Trust
Massachusetts
$26.3M 1,240,473 +1,240,473 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.7M 1,163,785 +660,863 +131%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M 640,834 +70,869 +12%
CCMG
8
Clark Capital Management Group
Pennsylvania
$10.6M 500,134 +500,134 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.2M 479,896 +364,978 +318%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.68M 408,844 +373,728 +1,064%
CWMGP
11
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$7.62M 358,581 +46,816 +15%
HW
12
Hedeker Wealth
Illinois
$6.57M 309,151 +11,363 +4%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$6.54M 307,864 -25,331 -8%
Legacy Financial Group (Iowa)
14
Legacy Financial Group (Iowa)
Iowa
$5.72M 269,162 +29,755 +12%
UBS Group
15
UBS Group
Switzerland
$5.4M 254,286 +73,319 +41%
PA
16
PFG Advisors
Arizona
$4.93M 231,898 +231,898 New
WF
17
Wayfinding Financial
Washington
$4.34M 207,339 +207,339 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$4.09M 192,409 +152,141 +378%
State Street
19
State Street
Massachusetts
$3.47M 163,258 -1,354,922 -89%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$3.36M 158,000 +23,000 +17%
CWM
21
Collaborative Wealth Management
Florida
$3.3M 155,192 +10,808 +7%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$3.09M 145,589 +35,686 +32%
Wells Fargo
23
Wells Fargo
California
$2.95M 138,690 -94,329 -40%
ME
24
McIlrath & Eck
Washington
$2.86M 134,672 +17,195 +15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.71M 127,715 +104,357 +447%