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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
B
351
Bellecapital
Switzerland
$508K -$42.7K -1,450 -8%
PTC
352
Private Trust Company
Ohio
$497K +$108K +3,661 +28%
DWM
353
Dakota Wealth Management
Florida
$495K -$163K -5,550 -25%
SCA
354
Snowden Capital Advisors
New York
$491K -$22.7K -770 -4%
PSCM
355
Per Stirling Capital Management
Texas
$484K +$6.06K +206 +1%
TFA
356
Tranquilli Financial Advisor
New Jersey
$466K +$9.06K +308 +2%
BWFA
357
Baltimore-Washington Financial Advisors
Maryland
$466K +$6.83K +232 +2%
AA
358
AlphaMark Advisors
Kentucky
$456K -$58.1K -1,973 -11%
JWS
359
Juncture Wealth Strategies
Arizona
$454K -$1.29K -44 -0.3%
PI
360
PFG Investments
New York
$449K +$444K +15,072 New
B
361
Bridgeworth
Alabama
$448K -$17.5K -593 -4%
AA
362
AJ Advisors
Tennessee
$445K -$10.4K -354 -2%
BCI
363
Brinker Capital Investments
Pennsylvania
$442K +$39.7K +1,350 +10%
OPS
364
Orion Portfolio Solutions
Nebraska
$442K +$39.7K +1,350 +10%
TCM
365
Towercrest Capital Management
Pennsylvania
$435K -$5.03K -171 -1%
AF
366
Advisornet Financial
Minnesota
$432K +$15.8K +536 +4%
EIA
367
Eldridge Investment Advisors
New Hampshire
$429K +$424K +14,398 New
TFG
368
Tilson Financial Group
New Jersey
$427K -$21.5K -731 -5%
BAM
369
Belpointe Asset Management
Nevada
$423K -$1.36M -46,147 -76%
FG
370
Fiduciary Group
Georgia
$419K +$414K +14,059 New
FCI
371
Financial Counselors Inc
Kansas
$418K +$78.3K +2,660 +23%
JWCA
372
J.W. Cole Advisors
Florida
$415K +$6.18K +210 +2%
FAM
373
Family Asset Management
South Carolina
$410K +$199K +6,774 +97%
CSA
374
Cottage Street Advisors
Massachusetts
$410K +$1K +34 +0.2%
Millennium Management
375
Millennium Management
New York
$409K +$48.6K +1,650 +14%