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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
WP
451
WealthShield Partners
North Carolina
$86.6K
WIM
452
Westside Investment Management
California
$86.5K
BBHC
453
Brown Brothers Harriman & Co
New York
$81K
BFEC
454
Benjamin F. Edwards & Company
Missouri
$66K
FCMT
455
Founders Capital Management (Texas)
Texas
$65K -$288K -9,823 -82%
HWA
456
HHM Wealth Advisors
Tennessee
$64.3K
APC
457
Aspire Private Capital
North Carolina
$60.3K +$11.6K +396 +24%
TCM
458
TD Capital Management
Tennessee
$60K
CTC
459
Central Trust Company
Missouri
$58.6K -$58.7K -2,000 -50%
RPCA
460
Running Point Capital Advisors
California
$56.1K +$28.1K +958 +100%
M
461
MOTCO
Texas
$47.8K -$26.6K -905 -36%
OHWP
462
Oak Harbor Wealth Partners
North Carolina
$43.5K
AP
463
Atwood & Palmer
Missouri
$41.8K
WT
464
Washington Trust
Rhode Island
$41K
WAS
465
Winch Advisory Services
Wisconsin
$38K -$2.14K -73 -5%
SIC
466
SJS Investment Consulting
Ohio
$36.5K +$11.5K +390 +46%
SWM
467
Spire Wealth Management
Virginia
$35.6K +$352 +12 +1%
ITIM
468
Indiana Trust & Investment Management
Indiana
$35.5K +$35.5K +1,210 New
Fidelity Investments
469
Fidelity Investments
Massachusetts
$35K -$8.72K -297 -20%
Franklin Resources
470
Franklin Resources
California
$33.7K -$54.3K -1,850 -62%
RCM
471
Raleigh Capital Management
North Carolina
$32.8K -$476K -16,203 -94%
BONH
472
Bank of New Hampshire
New Hampshire
$32.1K -$23.5K -800 -42%
AA
473
Ancora Advisors
Ohio
$31.7K +$31.7K +1,080 New
HGERS
474
Householder Group Estate & Retirement Specialist
Arizona
$31K +$31K +1,056 New
MAWCM
475
Mine & Arao Wealth Creation & Management
California
$30.9K