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State Street SPDR Portfolio Short Term Corporate Bond ETF

378 hedge funds and large institutions have $4.71B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 40

47% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 102

18% more capital invested

Capital invested by funds: $3.97B → $4.71B (+$734M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more funds holding

Funds holding: 364378 (+14)

2.64% more ownership

Funds ownership: 66.18%68.82% (+2.6%)

Holders
378
Holders Change
+14
Holders Change %
+3.85%
% of All Funds
7.75%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.88%
New
61
Increased
150
Reduced
102
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
301
Obermeyer Wealth Partners
Colorado
$250K
SMFS
302
Squar Milner Financial Services
California
$246K +$113K +3,630 +86%
PCMK
303
Paragon Capital Management (Kansas)
Kansas
$245K
Fidelity Investments
304
Fidelity Investments
Massachusetts
$242K +$118K +3,798 +97%
SIC
305
Shoker Investment Counsel
Ohio
$240K +$238K +7,676 New
WF
306
Welch & Forbes
Massachusetts
$236K +$234K +7,535 New
IFWM
307
Institute for Wealth Management
Colorado
$230K +$227K +7,326 New
NB
308
Nicolet Bankshares
Wisconsin
$227K
CCM
309
Condor Capital Management
New Jersey
$213K -$44.7K -1,443 -18%
W
310
WealthOne
New York
$210K -$194K -6,247 -48%
IWP
311
IAG Wealth Partners
Wisconsin
$203K -$682K -22,001 -77%
AFAS
312
Acorn Financial Advisory Services
Virginia
$203K -$3.88K -125 -2%
1IA
313
1834 Investment Advisors
Wisconsin
$192K
GWM
314
Geneos Wealth Management
Colorado
$178K -$2.79K -90 -2%
CAL
315
Capital Analysts LLC
Pennsylvania
$163K +$8.18K +264 +5%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$162K +$88.9K +2,867 +125%
FCM
317
Firestone Capital Management
Florida
$159K
CT
318
Caldwell Trust
Florida
$146K
MAM
319
Marquette Asset Management
Minnesota
$130K
MIFH
320
Migdal Insurance & Financial Holdings
Israel
$127K
AP
321
Arlington Partners
Alabama
$121K
RWA
322
Ropes Wealth Advisors
Massachusetts
$120K -$12.9K -415 -10%
GRP
323
Global Retirement Partners
California
$114K +$113K +3,632 New
CAAS
324
Capital Asset Advisory Services
Michigan
$105K +$19K +612 +22%
SIC
325
Salem Investment Counselors
North Carolina
$85K