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State Street SPDR Portfolio Long Term Corporate Bond ETF

168 hedge funds and large institutions have $621M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 34

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

17% more capital invested

Capital invested by funds: $533M → $621M (+$88.4M)

13% more funds holding

Funds holding: 149168 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.93% less ownership

Funds ownership: 58.52%56.59% (-1.9%)

Holders
168
Holders Change
+19
Holders Change %
+12.75%
% of All Funds
2.04%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
77
Reduced
34
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$73M +$53.9M +2,346,749 +265%
LPL Financial
2
LPL Financial
California
$54.2M +$8.06M +351,072 +17%
Bank of America
3
Bank of America
North Carolina
$42.9M +$35.8M +1,557,842 +453%
RT
4
Rockland Trust
Massachusetts
$41.2M +$2.91M +126,797 +7%
NI
5
NYL Investors
New York
$32.9M +$121K +5,279 +0.4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$23.6M +$940K +40,937 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.8M +$6.88M +299,472 +42%
Morgan Stanley
8
Morgan Stanley
New York
$21.1M -$2.2M -95,558 -9%
SA
9
Strategic Advocates
Utah
$18.6M -$1.02M -44,355 -5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.8M -$273K -11,867 -2%
GFG
11
Goldstone Financial Group
Illinois
$14.3M +$974K +42,396 +7%
BI
12
Bramshill Investments
Florida
$11.3M +$11.5M +500,000 New
Wells Fargo
13
Wells Fargo
California
$11.1M +$131K +5,704 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.7M +$1.27M +55,149 +13%
GAM
15
Gotham Asset Management
New York
$10.6M +$2.28M +99,162 +27%
PA
16
PFG Advisors
Arizona
$9.08M +$475K +20,665 +5%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$8.66M +$8.81M +383,504 New
AI
18
Arrien Investments
Idaho
$8.34M +$372K +16,174 +5%
GK
19
Graney & King
New York
$8.14M +$3.55M +154,345 +75%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.67M +$474K +20,614 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$7.57M +$64.8K +2,822 +0.8%
WCFP
22
White & Co Financial Planning
Washington
$7.55M -$13K -567 -0.2%
PSB
23
Passumpsic Savings Bank
Vermont
$7.35M +$7.48M +325,655 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.24M +$6.85M +298,173 +1,321%
SWAG
25
Spectrum Wealth Advisory Group
California
$6.63M +$5.5M +239,605 +445%