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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
CCA
451
Cadent Capital Advisors
Oklahoma
$211K +$3.21K +109 +2%
AWM
452
Activest Wealth Management
Florida
$210K +$3.21K +109 +2%
HNWAG
453
High Net Worth Advisory Group
Florida
$208K -$18.7K -637 -8%
HI
454
Harbour Investments
Wisconsin
$198K -$102K -3,457 -34%
AFWM
455
Abich Financial Wealth Management
Virginia
$197K +$195K +6,631 New
ADL
456
Asset Dedication LLC
California
$190K
MIFH
457
Migdal Insurance & Financial Holdings
Israel
$184K -$12.5K -425 -6%
AAM
458
Advisors Asset Management
Colorado
$183K +$75.5K +2,567 +72%
APC
459
Aspire Private Capital
North Carolina
$170K +$108K +3,669 +179%
UB
460
UMB Bank
Missouri
$164K
NS
461
NBC Securities
Alabama
$160K +$10.8K +367 +7%
ACA
462
Atlas Capital Advisors
Wyoming
$151K
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K +$136K +4,624 New
CWC
464
Carolinas Wealth Consulting
North Carolina
$133K +$131K +4,455 New
RG
465
Retirement Group
California
$125K +$883 +30 +0.7%
MWM
466
MGB Wealth Management
Texas
$124K +$122K +4,150 New
GI
467
Gradient Investments
Minnesota
$120K -$44.6K -1,515 -27%
BTI
468
Blue Trust Inc
Georgia
$113K +$6.92K +235 +6%
IHWM
469
Iron Horse Wealth Management
Iowa
$105K +$2.91K +99 +3%
WIM
470
Westside Investment Management
California
$103K +$14.7K +500 +17%
YDMI
471
Y.D. More Investments
Israel
$101K
OIA
472
Optimum Investment Advisors
Illinois
$98.3K -$50K -1,700 -34%
IA
473
IFP Advisors
Florida
$93.6K +$77.6K +2,638 +522%
BL
474
BFSG LLC
California
$90.6K +$89.6K +3,043 New
SC
475
SouthState Corp
Florida
$86.2K +$85.2K +2,896 New