We are live on ! Find out more
SPSB icon

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
CISOA
251
Capital Investment Services of America
Wisconsin
$1.52M -$177K -6,000 -11%
RIM
252
Rockbridge Investment Management
New York
$1.52M -$56.2K -1,910 -4%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.51M -$942K -32,001 -39%
MIA
254
MainStreet Investment Advisors
Illinois
$1.49M -$1.19M -40,517 -45%
ATPW
255
Ashton Thomas Private Wealth
Arizona
$1.49M +$88.7K +3,013 +6%
EWM
256
Echo Wealth Management
Minnesota
$1.48M +$392K +13,312 +36%
PS
257
Principal Securities
Iowa
$1.46M +$1.45M +49,157 New
F4L
258
Fortune 45 LLC
Louisiana
$1.42M -$700K -23,773 -33%
PCA
259
Prosperity Capital Advisors
Ohio
$1.4M -$1.51M -51,159 -52%
FWM
260
Fonville Wealth Management
Virginia
$1.39M +$1.38M +46,758 New
Comerica Bank
261
Comerica Bank
Texas
$1.37M -$228K -7,756 -14%
SAM
262
Simplify Asset Management
Nevada
$1.36M -$756K -25,685 -36%
PBM
263
Propel Bio Management
California
$1.36M +$1.34M +45,695 New
AFAS
264
Acorn Financial Advisory Services
Virginia
$1.35M -$223K -7,590 -14%
SWM
265
SeaCrest Wealth Management
New York
$1.29M -$150K -5,105 -10%
DWM
266
Denver Wealth Management
Colorado
$1.23M -$77.6K -2,636 -6%
OCM
267
Orion Capital Management
California
$1.22M -$381K -12,941 -24%
PWG
268
Private Wealth Group
Florida
$1.21M +$648K +22,025 +118%
NB
269
NBT Bank
New York
$1.2M +$36.8K +1,250 +3%
BRWA
270
B. Riley Wealth Advisors
Florida
$1.18M +$802K +27,266 +221%
WFA
271
Wells Financial Advisors
Massachusetts
$1.17M +$9.92K +337 +0.9%
FAAM
272
First Ascent Asset Management
Colorado
$1.15M +$71.3K +2,424 +7%
TW
273
TritonPoint Wealth
Maryland
$1.14M +$1.12M +38,202 New
SPC
274
Sigma Planning Corp
Michigan
$1.11M -$1.63M -55,286 -60%
FHA
275
Flagship Harbor Advisors
Massachusetts
$1.08M +$112K +3,814 +12%