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State Street SPDR Portfolio Short Term Corporate Bond ETF

556 hedge funds and large institutions have $5.08B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 48

6% more funds holding

Funds holding: 527556 (+29)

1.34% more ownership

Funds ownership: 69.39%70.74% (+1.3%)

1% less capital invested

Capital invested by funds: $5.11B → $5.08B (-$30M)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

23% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 229

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.11%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.71%
New
82
Increased
177
Reduced
229
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
226
Boston Standard Wealth Management
Massachusetts
$1.91M
CJ
227
Caitlin John
Michigan
$1.86M +$1.84M +62,543 New
FTUS
228
Flow Traders U.S.
New York
$1.84M -$5.34M -181,615 -75%
FC
229
FCA Corp
Texas
$1.84M -$38.6K -1,312 -2%
AOWM
230
Alpha Omega Wealth Management
Virginia
$1.82M -$44.9K -1,527 -2%
KBFS
231
Kohmann Bosshard Financial Services
Ohio
$1.8M -$17.9K -608 -1%
PIMG
232
Patriot Investment Management Group
Tennessee
$1.78M -$719K -24,425 -29%
RC
233
Roundview Capital
New Jersey
$1.76M -$182K -6,190 -9%
SEI Investments
234
SEI Investments
Pennsylvania
$1.75M +$598K +20,318 +53%
William Blair & Company
235
William Blair & Company
Illinois
$1.75M -$607K -20,618 -26%
SWP
236
Stratos Wealth Partners
Ohio
$1.69M -$134K -4,539 -7%
TPCW
237
TD Private Client Wealth
New York
$1.69M -$1.48M -50,155 -47%
SFM
238
Soros Fund Management
New York
$1.66M
NP
239
Nilsine Partners
Colorado
$1.66M +$1.64M +55,793 New
OIA
240
OneDigital Investment Advisors
Kansas
$1.66M +$244K +8,294 +17%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$1.65M -$14.4M -490,255 -90%
JIR
242
James Investment Research
Ohio
$1.64M -$803K -27,300 -33%
Betterment LLC
243
Betterment LLC
New York
$1.61M +$513K +17,440 +47%
First Trust Advisors
244
First Trust Advisors
Illinois
$1.59M +$1.57M +53,341 New
PIM
245
Penobscot Investment Management
Massachusetts
$1.57M -$66.2K -2,250 -4%
KPWS
246
Kestra Private Wealth Services
Texas
$1.57M +$770K +26,178 +99%
WANY
247
Wealthspire Advisors (New York)
New York
$1.57M -$1.95M -66,135 -56%
HSBC Holdings
248
HSBC Holdings
United Kingdom
$1.54M
SL
249
SWMG LLC
Texas
$1.54M +$950K +32,296 +166%
Prudential Financial
250
Prudential Financial
New Jersey
$1.53M +$1.51M +51,234 New