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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
SGAM
376
Stephens Group Asset Management
Arkansas
$408K
NGA
377
Naples Global Advisors
Florida
$407K -$76.2K -2,590 -16%
PP
378
PrairieView Partners
Minnesota
$406K -$24.5K -833 -6%
BCM
379
Brookstone Capital Management
Illinois
$399K +$35K +1,190 +10%
AWE
380
Avidian Wealth Enterprises
Texas
$398K +$23.8K +809 +6%
WA
381
WBH Advisory
Maryland
$396K -$5.68K -193 -1%
AWAU
382
Alliance Wealth Advisors (Utah)
Utah
$388K -$28.3K -963 -7%
PFM
383
Phillips Financial Management
Indiana
$388K +$8.77K +298 +2%
CAG
384
Crestwood Advisors Group
Massachusetts
$383K
CA
385
Calton & Associates
Florida
$380K +$376K +12,765 New
AWMG
386
Alliance Wealth Management Group
New Jersey
$379K +$384K +13,040 New
AFG
387
Altiora Financial Group
Ohio
$375K +$46.7K +1,588 +14%
CCG
388
Ceeto Capital Group
Florida
$372K
NFP
389
Narus Financial Partners
Utah
$368K -$70.3K -2,389 -16%
JWM
390
JGP Wealth Management
Oregon
$363K +$359K +12,194 New
PWM
391
Perigon Wealth Management
California
$357K -$18.3K -622 -5%
SRC
392
Shufro Rose & Co
New York
$352K -$58.9K -2,000 -14%
ECM
393
Evergreen Capital Management
Washington
$352K
BW
394
Bison Wealth
Georgia
$349K -$9.39K -319 -3%
RIM
395
Redwood Investment Management
Arizona
$343K -$159K -5,416 -32%
SHJ
396
Sharkey, Howes & Javer
Colorado
$342K
CIBC World Market
397
CIBC World Market
Ontario, Canada
$335K
RJT
398
Raymond James Trust
Florida
$333K +$81.5K +2,770 +33%
AUIM
399
Aegon USA Investment Management
Iowa
$329K +$27.4K +930 +9%
BCG
400
Breakwater Capital Group
New Jersey
$327K -$912K -30,996 -74%