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SPDR Portfolio Long Term Corporate Bond ETF

142 hedge funds and large institutions have $453M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
62
Reduced
35
Closed
12
Calls
$257K
Puts
$417K
Net Calls
-$160K
Net Calls Change
+$1.27M
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$62.8M 2,785,024 +446,546 +19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.9M 1,547,805 +501,761 +48%
RT
3
Rockland Trust
Massachusetts
$33.5M 1,485,476 +67,144 +5%
NI
4
NYL Investors
New York
$32.5M 1,440,450 +2,800 +0.2%
Bank of America
5
Bank of America
North Carolina
$25.9M 1,147,381 +13,210 +1%
Morgan Stanley
6
Morgan Stanley
New York
$25.1M 1,111,129 +200,224 +22%
Wells Fargo
7
Wells Fargo
California
$13.7M 608,496 -32,183 -5%
State Street
8
State Street
Massachusetts
$11.8M 523,770 +42,393 +9%
TPWM
9
Twelve Points Wealth Management
Massachusetts
$10M 443,379 +61,848 +16%
CCMG
10
Clark Capital Management Group
Pennsylvania
$9.37M 415,360 +167,504 +68%
CWMGP
11
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.21M 408,453 -11,177 -3%
HW
12
Hedeker Wealth
Illinois
$8.32M 368,772 +182,544 +98%
PSB
13
Passumpsic Savings Bank
Vermont
$7.43M 329,384 -3,829 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.22M 320,255 +49,367 +18%
GAM
15
Gotham Asset Management
New York
$7.06M 313,253 +313,253 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$6.75M 299,250 +115,532 +63%
PA
17
PFG Advisors
Arizona
$6.47M 286,804 +12,054 +4%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$6.03M 267,389 +5,417 +2%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$5.98M 262,000 +32,000 +14%
Jane Street
20
Jane Street
New York
$5.93M 262,773 -58,654 -18%
PAG
21
Private Advisor Group
New Jersey
$5.23M 231,968 +26,890 +13%
CWM
22
Collaborative Wealth Management
Florida
$4.46M 197,651 +21,537 +12%
UBS Group
23
UBS Group
Switzerland
$4.3M 190,586 -9,471 -5%
WF
24
Wayfinding Financial
Washington
$4.3M 190,553 -295 -0.2%
P
25
&Partners
Tennessee
$4.2M 186,144 +186,144 New