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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$2.08M +$3.73K +127 +0.2%
RWM
227
Rockwood Wealth Management
Pennsylvania
$2.07M -$194K -6,603 -9%
GC
228
Guggenheim Capital
Illinois
$2.06M +$950K +32,335 +85%
RC
229
Roundview Capital
New Jersey
$1.91M -$44.1K -1,500 -2%
BSWM
230
Boston Standard Wealth Management
Massachusetts
$1.91M +$822 +28 +0%
MA
231
Mutual Advisors
Nebraska
$1.87M -$107K -3,636 -5%
FC
232
FCA Corp
Texas
$1.85M +$309K +10,538 +20%
AOWM
233
Alpha Omega Wealth Management
Virginia
$1.84M +$28.8K +982 +2%
SIA
234
SeaBridge Investment Advisors
New Jersey
$1.84M -$464K -15,803 -20%
MWM
235
Marion Wealth Management
Pennsylvania
$1.82M -$277K -9,423 -13%
SWP
236
Stratos Wealth Partners
Ohio
$1.8M -$81.8K -2,785 -4%
KBFS
237
Kohmann Bosshard Financial Services
Ohio
$1.79M -$462K -15,729 -21%
ES
238
Eagle Strategies
New York
$1.78M +$16.7K +569 +0.9%
BAM
239
Belpointe Asset Management
Nevada
$1.77M +$699K +23,802 +65%
DCS
240
Destiny Capital Securities
Colorado
$1.72M +$1.72M +58,619 New
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$1.7M -$593K -20,178 -26%
CISOA
242
Capital Investment Services of America
Wisconsin
$1.67M -$35.2K -1,200 -2%
SFM
243
Soros Fund Management
New York
$1.64M
PIM
244
Penobscot Investment Management
Massachusetts
$1.61M -$1.47K -50 -0.1%
OMC
245
Old Mission Capital
Illinois
$1.61M -$2.95M -100,335 -65%
CCFM
246
Clear Creek Financial Management
Washington
$1.59M -$42.5K -1,447 -3%
OCM
247
Orion Capital Management
California
$1.58M +$798K +27,178 +102%
Comerica Bank
248
Comerica Bank
Texas
$1.57M +$1.57M +53,602 New
AWA
249
Arete Wealth Advisors
Illinois
$1.56M -$737K -25,099 -32%
AFAS
250
Acorn Financial Advisory Services
Virginia
$1.55M -$108K -3,662 -6%