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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
FFB
301
First Financial Bankshares
Texas
$833K +$823K +27,977 New
WA
302
Wealthstar Advisors
Texas
$827K -$79.8K -2,711 -9%
WTC
303
WhitTier Trust Company
Nevada
$818K -$370K -12,575 -31%
FW
304
FirstPurpose Wealth
Utah
$808K -$264K -8,970 -25%
SMC
305
Smith, Moore & Co
Missouri
$806K -$23.2K -788 -3%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$804K +$262K +8,898 +49%
KWA
307
Kingswood Wealth Advisors
California
$791K +$180K +6,106 +30%
MF
308
Meridian Financial
Massachusetts
$774K +$87.1K +2,961 +13%
GWM
309
Greenwich Wealth Management
Connecticut
$772K +$48.6K +1,650 +7%
MFC
310
Mechanics Financial Corp
Ohio
$771K +$50.8K +1,725 +7%
ASFA
311
All Season Financial Advisors
Colorado
$766K +$345K +11,738 +84%
Northern Trust
312
Northern Trust
Illinois
$763K +$754K +25,614 New
NCFG
313
New Century Financial Group
New Jersey
$761K +$752K +25,538 New
KOC
314
Koss-Olinger Consulting
Florida
$750K +$942 +32 +0.1%
TFP
315
Traction Financial Partners
Wyoming
$743K +$734K +24,954 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$734K -$10.1M -343,124 -93%
APW
317
Austin Private Wealth
Texas
$713K +$139K +4,737 +25%
AAP
318
Arax Advisory Partners
Colorado
$698K +$4.3K +146 +0.6%
SSW
319
Stone Summit Wealth
Florida
$698K -$122K -4,150 -15%
IWC
320
Integrated Wealth Concepts
Massachusetts
$698K +$33.6K +1,141 +5%
RIA
321
Regal Investment Advisors
Michigan
$696K -$67.7K -2,301 -9%
TIA
322
Tiemann Investment Advisors
California
$691K -$92.7K -3,150 -12%
ZF
323
Zhang Financial
Michigan
$691K +$682K +23,189 New
LSA
324
Lion Street Advisors
Texas
$679K -$2.71K -92 -0.4%
FFN
325
Focus Financial Network
Minnesota
$679K +$671K +22,785 New