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SPDR Portfolio Long Term Corporate Bond ETF

164 hedge funds and large institutions have $753M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
2.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
20
Increased
80
Reduced
50
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
State Street
1
State Street
Massachusetts
$165M +$9.64M +427,047 +6%
LPL Financial
2
LPL Financial
California
$77.7M +$4.45M +197,137 +6%
RWM
3
RMG Wealth Management
Wisconsin
$46.4M +$46.4M +2,097,447 New
RT
4
Rockland Trust
Massachusetts
$37.9M +$1.27M +56,299 +3%
NI
5
NYL Investors
New York
$32.7M +$72.8K +3,224 +0.2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.8M +$1.84M +81,359 +6%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M -$852K -37,730 -3%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$21M +$2.11M +93,633 +11%
SA
9
Strategic Advocates
Utah
$19.1M +$369K +16,342 +2%
SFG
10
Sterling Financial Group
California
$18.9M +$272K +12,030 +1%
AssetMark Inc
11
AssetMark Inc
California
$18.1M +$3.01M +133,162 +20%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$15.6M -$4.46M -197,584 -22%
GFG
13
Goldstone Financial Group
Illinois
$11.4M -$545K -24,266 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.2M +$2.29M +102,800 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.57M +$726K +32,176 +9%
Wells Fargo
16
Wells Fargo
California
$8.42M -$3.17M -140,421 -27%
Bank of America
17
Bank of America
North Carolina
$8.32M -$1.97M -87,468 -19%
PA
18
PFG Advisors
Arizona
$7.88M +$612K +27,127 +8%
GAM
19
Gotham Asset Management
New York
$7.84M -$21.4K -948 -0.3%
Raymond James Financial
20
Raymond James Financial
Florida
$7.41M -$527K -23,361 -7%
WCFP
21
White & Co Financial Planning
Washington
$7.18M +$82.9K +3,709 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.02M +$675K +29,922 +11%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$6.88M +$925K +41,000 +16%
HW
24
Hedeker Wealth
Illinois
$6.68M -$40.1K -1,778 -0.6%
SWAG
25
Spectrum Wealth Advisory Group
California
$5.65M +$5.65M +250,218 New