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State Street SPDR Portfolio Short Term Corporate Bond ETF

446 hedge funds and large institutions have $6.1B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

58% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 120

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

6% more capital invested

Capital invested by funds: $5.77B → $6.1B (+$337M)

5% more funds holding

Funds holding: 424446 (+22)

2.1% more ownership

Funds ownership: 77.22%79.32% (+2.1%)

Holders
446
Holders Change
+22
Holders Change %
+5.19%
% of All Funds
7.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.81%
New
60
Increased
189
Reduced
120
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
301
United Capital Management of KS
Kansas
$395K +$89.7K +2,863 +29%
CCG
302
Ceeto Capital Group
Florida
$391K
DWM
303
Dakota Wealth Management
Florida
$391K +$62.3K +1,988 +19%
RCA
304
Resonant Capital Advisors
Wisconsin
$382K +$31 +1 +0%
LFAS
305
Level Four Advisory Services
Texas
$381K +$162K +5,170 +74%
FCMT
306
Founders Capital Management (Texas)
Texas
$376K +$23.5K +750 +7%
MFG
307
MidWestOne Financial Group
Iowa
$373K -$370K -11,818 -50%
SSWM
308
Sheets Smith Wealth Management
North Carolina
$371K -$37.3K -1,190 -9%
SWM
309
Sanctuary Wealth Management
Idaho
$370K
RIA
310
Realta Investment Advisors
Delaware
$358K +$150K +4,800 +72%
RIG
311
Roosevelt Investment Group
New York
$353K -$7.05K -225 -2%
WMG
312
WESCAP Management Group
California
$353K
APA
313
American Portfolios Advisors
New York
$344K +$1.22K +39 +0.4%
KeyBank National Association
314
KeyBank National Association
Ohio
$338K
TCWM
315
Total Clarity Wealth Management
Illinois
$330K -$738K -23,557 -69%
CC
316
Cedar Capital
Illinois
$329K +$329K +10,499 New
NL
317
Navalign LLC
California
$327K +$327K +10,434 New
SFM
318
Signet Financial Management
New Jersey
$325K -$83.3K -2,658 -20%
IWC
319
Integrated Wealth Concepts
Massachusetts
$325K +$43.1K +1,375 +15%
TIA
320
Tiemann Investment Advisors
California
$324K
BFA
321
Beaumont Financial Advisors
Massachusetts
$322K -$80.4K -2,565 -20%
UWM
322
USAdvisors Wealth Management
Minnesota
$321K +$322K +10,259 New
FWM
323
FFT Wealth Management
Pennsylvania
$317K +$318K +10,139 New
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$313K
NL
325
NWAM LLC
Washington
$311K +$311K +9,927 New