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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
CFA
326
Carroll Financial Associates
North Carolina
$81K +$80.2K +2,588 New
WAS
327
Winch Advisory Services
Wisconsin
$77K -$1.24K -40 -2%
SPIA
328
Steward Partners Investment Advisory
New York
$76K +$12.9K +415 +21%
PA
329
Procyon Advisors
Connecticut
$72K +$13.6K +439 +24%
TL
330
TrueWealth LLC
Georgia
$64K
BBHC
331
Brown Brothers Harriman & Co
New York
$61K +$60.2K +1,941 New
PWP
332
Principle Wealth Partners
Connecticut
$54K +$53.4K +1,721 New
FRA
333
Front Row Advisors
California
$52K
CAL
334
Capital Advisors Ltd
Ohio
$51K
BWM
335
BerganKDV Wealth Management
Minnesota
$50K
MA
336
MCF Advisors
Kentucky
$49K +$17.6K +567 +57%
TWP
337
TFO Wealth Partners
Ohio
$47K
RCA
338
Rowland Carmichael Advisors
Arizona
$38K
IRC
339
Investors Research Corp
Georgia
$38K +$14.8K +478 +66%
PA
340
Parallel Advisors
California
$35K +$19.6K +631 +124%
WP
341
WealthShield Partners
North Carolina
$34K -$6.08K -196 -15%
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$403 -13 -1%
BWP
343
Baldwin Wealth Partners
Massachusetts
$31K
MAWCM
344
Mine & Arao Wealth Creation & Management
California
$31K
BCWM
345
Bartlett & Co Wealth Management
Ohio
$30.2K
BC
346
Bartlett & Co
Ohio
$30K
CAC
347
Certified Advisory Corp
Florida
$30K
EDRH
348
Edmond de Rothschild Holding
Switzerland
$29K
LFG
349
LifePlan Financial Group
Ohio
$24K
BWA
350
BDO Wealth Advisors
Florida
$23K