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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
RIM
251
Rockbridge Investment Management
New York
$1.55M -$81.4K -2,771 -5%
GGS
252
Galvin Gaustad & Stein
Arizona
$1.44M -$316K -10,759 -18%
SWM
253
SeaCrest Wealth Management
New York
$1.43M -$1.47K -50 -0.1%
OIA
254
OneDigital Investment Advisors
Kansas
$1.39M +$540K +18,402 +63%
AIM
255
Astor Investment Management
Illinois
$1.39M -$29.9M -1,018,021 -96%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$1.38M -$62.4K -2,124 -4%
USAA
257
United Services Automobile Association
Texas
$1.34M -$154K -5,229 -10%
MA
258
MONECO Advisors
Connecticut
$1.31M -$224K -7,614 -15%
SW
259
SMART Wealth
Nebraska
$1.31M +$34.3K +1,167 +3%
DWM
260
Denver Wealth Management
Colorado
$1.28M +$28.9K +983 +2%
BCG
261
Breakwater Capital Group
New Jersey
$1.23M -$3.59M -122,170 -74%
UCFA
262
United Capital Financial Advisors
Texas
$1.21M +$1.22M +41,427 New
LC
263
Legacy CG
Texas
$1.21M -$230K -7,838 -16%
WTC
264
WhitTier Trust Company
Nevada
$1.17M -$261K -8,875 -18%
NB
265
NBT Bank
New York
$1.15M
WFA
266
Wells Financial Advisors
Massachusetts
$1.15M -$27K -920 -2%
SEI Investments
267
SEI Investments
Pennsylvania
$1.13M +$690K +23,482 +157%
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$32.6K +1,110 +3%
Members Trust
269
Members Trust
Florida
$1.11M -$60.4K -2,055 -5%
CIAS
270
CFS Investment Advisory Services
New Jersey
$1.08M -$442K -15,034 -29%
Betterment LLC
271
Betterment LLC
New York
$1.08M +$796K +27,114 +282%
EWM
272
Echo Wealth Management
Minnesota
$1.07M -$44.8K -1,527 -4%
GFPC
273
Global Financial Private Client
Florida
$1.07M -$9.98K -340 -0.9%
FAAM
274
First Ascent Asset Management
Colorado
$1.07M -$151K -5,135 -12%
FW
275
FirstPurpose Wealth
Utah
$1.06M +$60.9K +2,075 +6%