We are live on ! Find out more
SPSB icon

State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.96B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 240 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 169

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

2% less funds holding

Funds holding: 560547 (-13)

3.63% less ownership

Funds ownership: 77.39%73.76% (-3.6%)

9% less capital invested

Capital invested by funds: $6.54B → $5.96B (-$585M)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
547
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
7.18%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.53%
New
49
Increased
240
Reduced
169
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Modera Wealth Management
New Jersey
$249K
GVAG
427
Great Valley Advisor Group
Delaware
$248K +$247K +8,200 New
SW
428
Simplicity Wealth
New Jersey
$247K -$258K -8,551 -51%
LWMM
429
Legacy Wealth Management (Mississippi)
Mississippi
$247K +$10.3K +342 +4%
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$245K +$603 +20 +0.2%
OWP
431
Obermeyer Wealth Partners
Colorado
$242K
PFM
432
Phillips Financial Management
Indiana
$241K
WIA
433
World Investment Advisors
California
$240K -$80K -2,651 -25%
Brown Advisory
434
Brown Advisory
Maryland
$237K
KFP
435
Keener Financial Planning
Texas
$236K +$8.81K +292 +4%
JSSH
436
J. Safra Sarasin Holding
$235K
CCA
437
Cadent Capital Advisors
Oklahoma
$232K +$2.62K +87 +1%
AWM
438
Activest Wealth Management
Florida
$231K +$2.59K +86 +1%
TCM
439
Towercrest Capital Management
Pennsylvania
$229K +$9.41K +312 +4%
MSA
440
Marino Stram & Associates
Massachusetts
$224K +$223K +7,383 New
NEWAS
441
N.E.W. Advisory Services
Wisconsin
$221K -$9.77K -324 -4%
BTWM
442
Brass Tax Wealth Management
Ohio
$221K -$35.3K -1,170 -14%
XPN
443
XY Planning Network
Montana
$220K
CFP
444
Cypress Financial Planning
New Jersey
$219K +$4.1K +136 +2%
HC
445
Headland Capital
South Carolina
$217K +$3.08K +102 +1%
UFA
446
Uptown Financial Advisors
Texas
$216K
NB
447
NBT Bank
New York
$215K
AWMG
448
Alliance Wealth Management Group
New Jersey
$213K +$5.13K +170 +2%
HNWAG
449
High Net Worth Advisory Group
Florida
$212K
CTA
450
Chesley Taft & Associates
Illinois
$206K -$4.13K -137 -2%