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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
CAC
426
Certified Advisory Corp
Florida
$257K +$254K +8,618 New
LA
427
LexAurum Advisors
Kansas
$253K -$90.1K -3,060 -27%
CGFA
428
Colton Groome Financial Advisors
North Carolina
$252K -$175K -5,952 -41%
FT
429
Fiduciary Trust
Massachusetts
$250K +$247K +8,388 New
EA
430
Eclectic Associates
California
$248K
MAG
431
M3 Advisory Group
Massachusetts
$242K +$239K +8,128 New
WWG
432
West Wealth Group
California
$240K +$237K +8,067 New
CAM
433
Cresset Asset Management
Illinois
$238K -$5.92K -201 -2%
OWP
434
Obermeyer Wealth Partners
Colorado
$238K
OC
435
Oakworth Capital
Alabama
$236K -$57.4M -1,951,920 -100%
RAG
436
RIA Advisory Group
Iowa
$236K +$55.6K +1,890 New
IF
437
Integrity Financial
Wyoming
$233K -$49K -1,666 -18%
AA
438
Alesco Advisors
New York
$230K
BNP Paribas Financial Markets
439
BNP Paribas Financial Markets
France
$230K +$228K +7,737 New
WAG
440
Wallace Advisory Group
California
$230K +$25.2K +855 +12%
FFS
441
Founders Financial Securities
Maryland
$230K +$227K +7,707 New
KeyBank National Association
442
KeyBank National Association
Ohio
$228K -$26.5K -900 -11%
KCFA
443
Key Client Fiduciary Advisors
New Jersey
$226K
CAL
444
Capital Advisors Ltd
Ohio
$226K
VAG
445
Vannoy Advisory Group
Texas
$223K +$220K +7,485 New
RFN
446
RDA Financial Network
Iowa
$221K +$4.06K +138 +2%
SG
447
StoneX Group
New York
$221K +$218K +7,405 New
TDWM
448
Topel & Distasi Wealth Management
California
$218K +$216K +7,336 New
MIH
449
Meitav Investment House
Israel
$216K -$14.1K -480 -6%
CT
450
Colonial Trust
South Carolina
$216K +$214K +7,275 New