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State Street SPDR Portfolio Short Term Corporate Bond ETF

568 hedge funds and large institutions have $7.42B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

33% more capital invested

Capital invested by funds: $5.56B → $7.42B (+$1.86B)

29% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 170

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

8% more funds holding

Funds holding: 528568 (+40)

3.73% more ownership

Funds ownership: 70.95%74.68% (+3.7%)

Holders
568
Holders Change
+40
Holders Change %
+7.58%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
86
Increased
219
Reduced
170
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
426
Phillips Financial Management
Indiana
$237K -$6.26K -209 -3%
KFG
427
Kelly Financial Group
Connecticut
$235K +$236K +7,882 New
JSSH
428
J. Safra Sarasin Holding
$232K
CFP
429
Cascade Financial Partners
California
$229K +$18K +600 +9%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$228K +$229K +7,631 New
FNWA
431
Financial Network Wealth Advisors
Utah
$227K -$176K -5,865 -44%
CAL
432
Capital Advisors Ltd
Ohio
$227K
KCFA
433
Key Client Fiduciary Advisors
New Jersey
$227K
TCM
434
Towercrest Capital Management
Pennsylvania
$226K +$1.95K +65 +0.8%
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$225K +$226K +7,536 New
HC
436
Headland Capital
South Carolina
$225K +$225K +7,519 New
CCA
437
Cadent Capital Advisors
Oklahoma
$222K +$3.57K +119 +2%
OPPS
438
Obsidian Personal Planning Solutions
Maryland
$221K +$221K +7,375 New
AWM
439
Activest Wealth Management
Florida
$221K +$3.54K +118 +2%
RI
440
Rinkey Investments
California
$219K
CPCP
441
Cedar Point Capital Partners
Iowa
$219K -$1.38K -46 -0.6%
AWMG
442
Alliance Wealth Management Group
New Jersey
$215K +$1.53K +51 +0.7%
UFA
443
Uptown Financial Advisors
Texas
$212K +$213K +7,115 New
CTA
444
Chesley Taft & Associates
Illinois
$212K +$8.48K +283 +4%
HNWAG
445
High Net Worth Advisory Group
Florida
$209K
Brown Advisory
446
Brown Advisory
Maryland
$209K
PI
447
PFG Investments
New York
$206K +$1.35K +45 +0.7%
CFP
448
Cypress Financial Planning
New Jersey
$205K +$2.55K +85 +1%
AA
449
Alesco Advisors
New York
$205K +$4.2K +140 +2%
IIM
450
InTrack Investment Management
Vermont
$202K -$24.2K -807 -11%