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SPDR Portfolio Long Term Corporate Bond ETF

140 hedge funds and large institutions have $522M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 24 closing their positions.

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
22
Increased
57
Reduced
38
Closed
24
Calls
$802K
Puts
$176K
Net Calls
+$626K
Net Calls Change
+$786K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$60.6M 2,508,657 -276,367 -10%
RT
2
Rockland Trust
Massachusetts
$36.6M 1,513,533 +28,057 +2%
NI
3
NYL Investors
New York
$34.8M 1,441,950 +1,500 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$22.3M 924,157 -186,972 -17%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.2M 796,594 +796,594 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$19.1M 792,075 +616,971 +352%
State Street
7
State Street
Massachusetts
$17.3M 714,083 +190,313 +36%
Wells Fargo
8
Wells Fargo
California
$17.2M 712,651 +104,155 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.2M 672,405 -875,400 -57%
SA
10
Strategic Advocates
Utah
$15.7M 649,591 +496,381 +324%
GFG
11
Goldstone Financial Group
Illinois
$13.2M 547,039 +547,039 New
Bank of America
12
Bank of America
North Carolina
$12.7M 523,645 -623,736 -54%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$11.8M 487,400 +44,021 +10%
CWMGP
14
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.4M 430,302 +21,849 +5%
HW
15
Hedeker Wealth
Illinois
$9.79M 405,356 +36,584 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.76M 362,418 +254,078 +235%
PSB
17
Passumpsic Savings Bank
Vermont
$8.66M 358,575 +29,191 +9%
Ameriprise
18
Ameriprise
Minnesota
$8.02M 331,916 +299,450 +922%
NC
19
NewSquare Capital
Pennsylvania
$8.01M 331,356 +331,356 New
PAG
20
Private Advisor Group
New Jersey
$7.62M 315,526 +83,558 +36%
GAM
21
Gotham Asset Management
New York
$7.61M 315,165 +1,912 +0.6%
PA
22
PFG Advisors
Arizona
$7.34M 303,772 +16,968 +6%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$7.14M 295,000 +33,000 +13%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$6.53M 270,351 +2,962 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.32M 261,577 +96,360 +58%