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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
MA
26
MCF Advisors
Kentucky
$46.1M +$2.73M +92,840 +6%
RA
27
Rodgers & Associates
Pennsylvania
$40.8M +$347K +11,830 +0.9%
BWM
28
Baystate Wealth Management
Massachusetts
$39M -$4.46M -151,969 -10%
RVPG
29
Relative Value Partners Group
$36.6M +$943K +32,121 +3%
RCIM
30
Red Cedar Investment Management
Michigan
$35.8M -$3.99M -135,777 -10%
AWM
31
AE Wealth Management
Kansas
$34.7M -$24.4M -830,058 -41%
BCMO
32
Buckingham Capital Management (Ohio)
Ohio
$34.6M -$2.78M -94,532 -7%
CWP
33
Concord Wealth Partners
Virginia
$32.4M +$3.81M +129,614 +13%
HCP
34
Holt Capital Partners
Texas
$27.8M +$59.7K +2,033 +0.2%
CAMV
35
Concord Asset Management (Virginia)
Virginia
$27.1M +$3.04M +103,600 +13%
CFD
36
Creative Financial Designs
Indiana
$26.4M +$2.74M +93,305 +12%
GAM
37
Gemmer Asset Management
California
$25.6M +$1.24M +42,375 +5%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$24.9M
Mariner
39
Mariner
Kansas
$24.8M +$827K +28,176 +3%
SWP
40
Strategic Wealth Partners
Ohio
$24.7M +$1.74M +59,185 +8%
WFS
41
Walker Financial Services
Kentucky
$24.4M +$3.02M +102,730 +14%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$24M -$27.8M -945,645 -54%
FFM
43
Flagstone Financial Management
Nebraska
$23.9M +$4.89M +166,540 +26%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$23.7M +$2.72M +92,600 +13%
BW
45
BIP Wealth
Georgia
$22.3M -$2.21M -75,109 -9%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$21.9M -$1.59M -54,100 -7%
WCWM
47
Willow Creek Wealth Management
California
$20.9M +$1.07M +36,512 +5%
CMA
48
Cedar Mountain Advisors
Oregon
$20.5M -$179K -6,102 -0.9%
Jane Street
49
Jane Street
New York
$19.8M -$138M -4,682,373 -87%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$19.6M -$763K -25,983 -4%