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State Street SPDR Portfolio Short Term Corporate Bond ETF

527 hedge funds and large institutions have $5.11B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% less ownership

Funds ownership: 70.56%69.39% (-1.2%)

4% less funds holding

Funds holding: 547527 (-20)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

11% less capital invested

Capital invested by funds: $5.77B → $5.11B (-$660M)

20% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 61

20% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 221

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.36%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
426
True Link Financial Advisors
California
$211K -$103K -3,500 -33%
W
427
WealthOne
New York
$210K +$2.2K +75 +1%
AIA
428
Alternative Investment Advisors
Florida
$209K +$209K +7,125 New
WAG
429
Wallace Advisory Group
California
$206K +$205K +6,990 New
FAM
430
Family Asset Management
South Carolina
$205K -$1.61K -55 -0.8%
CCA
431
Cadent Capital Advisors
Oklahoma
$205K +$2.17K +74 +1%
AWM
432
Activest Wealth Management
Florida
$204K +$204K +6,944 New
CP
433
Castleview Partners
Texas
$195K
MIFH
434
Migdal Insurance & Financial Holdings
Israel
$194K
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$192K +$6.75K +230 +4%
ADL
436
Asset Dedication LLC
California
$187K
GI
437
Gradient Investments
Minnesota
$163K -$76.7K -2,613 -32%
UB
438
UMB Bank
Missouri
$161K
ACA
439
Atlas Capital Advisors
Wyoming
$148K
NS
440
NBC Securities
Alabama
$147K +$147K +5,014 New
OIA
441
Optimum Investment Advisors
Illinois
$147K
GRP
442
Global Retirement Partners
California
$134K -$232K -7,910 -63%
WB
443
Webster Bank
Connecticut
$131K
RG
444
Retirement Group
California
$123K +$910 +31 +0.7%
BTI
445
Blue Trust Inc
Georgia
$107K +$558 +19 +0.5%
WOSD
446
WFA of San Diego
California
$106K
AAM
447
Advisors Asset Management
Colorado
$105K +$105K +3,567 New
IHWM
448
Iron Horse Wealth Management
Iowa
$100K +$21.9K +746 +28%
YDMI
449
Y.D. More Investments
Israel
$99K -$41.1K -1,400 -29%
Citigroup
450
Citigroup
New York
$95.9K +$95.9K +3,265 +46,643%