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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
WWM
326
Western Wealth Management
Colorado
$676K -$118K -4,000 -15%
NRI
327
NFP Retirement Inc
California
$663K -$559 -19 -0.1%
CHC
328
City Holding Co
West Virginia
$658K +$190K +6,441 +41%
MCM
329
MidAtlantic Capital Management
Virginia
$650K +$642K +21,831 New
CCM
330
Crabel Capital Management
California
$620K +$381K +12,936 +164%
WCM
331
Windsor Capital Management
Arizona
$618K -$4.06K -138 -0.7%
VT
332
Vise Technologies
New York
$617K +$32.4K +1,101 +6%
APWM
333
Argonautica Private Wealth Management
Massachusetts
$616K +$9.98K +339 +2%
GCA
334
Gradient Capital Advisors
California
$610K +$6.83K +232 +1%
TRIA
335
Trail Ridge Investment Advisors
Colorado
$602K -$8.48K -288 -1%
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$594K -$34.6K -1,177 -6%
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$587K
WWM
338
WJ Wealth Management
Arizona
$577K -$81.2K -2,760 -12%
BG
339
Benedetti & Gucer
Georgia
$573K -$235 -8 -0%
MSF
340
Mustard Seed Financial
Arkansas
$569K +$562K +19,102 New
Brown Advisory
341
Brown Advisory
Maryland
$566K
MWM
342
Marion Wealth Management
Pennsylvania
$565K -$1.27M -43,071 -69%
LA
343
Lifeworks Advisors
Michigan
$544K -$101K -3,419 -16%
SFG
344
SNS Financial Group
Minnesota
$540K -$143K -4,861 -21%
PB
345
Pinnacle Bancorp
Nebraska
$539K
UCB
346
United Community Bank
South Carolina
$538K -$4.56K -155 -0.9%
DI
347
DFPG Investments
Utah
$530K -$30.3K -1,031 -5%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$525K +$88.4K +3,003 +21%
RPCA
349
Running Point Capital Advisors
California
$521K +$459K +15,598 +815%
NA
350
Nottingham Advisors
New York
$521K