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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
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$41.5M -$20.4M -682,221 -33%
Ameriprise
27
Ameriprise
Minnesota
$39.3M +$2.22M +73,931 +6%
BCMO
28
Buckingham Capital Management (Ohio)
Ohio
$38.8M +$841K +28,067 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$34.7M -$19.8M -659,395 -36%
HCP
30
Holt Capital Partners
Texas
$34.7M -$93.5K -3,119 -0.3%
WFS
31
Walker Financial Services
Kentucky
$33.4M +$6.96M +232,276 +26%
AFG
32
Arkansas Financial Group
Arkansas
$32.8M +$3.41M +113,919 +12%
AC
33
Allstate Corporation
Illinois
$31.8M +$6.6M +220,335 +26%
Osaic Holdings
34
Osaic Holdings
Arizona
$31.6M +$4.31M +143,808 +16%
HVIA
35
Hudson Valley Investment Advisors
New York
$31.3M +$945K +31,537 +3%
SWP
36
Strategic Wealth Partners
Ohio
$31.3M -$381K -12,718 -1%
SPIA
37
Strategic Point Investment Advisors
Rhode Island
$30.9M +$1.04M +34,818 +3%
WCWM
38
Willow Creek Wealth Management
California
$30.9M +$607K +20,265 +2%
HI
39
Horizon Investments
North Carolina
$29.8M -$16.6M -554,130 -36%
CWP
40
Concord Wealth Partners
Virginia
$29M -$9.46M -315,477 -25%
GAM
41
Gemmer Asset Management
California
$28.8M +$1.25M +41,559 +5%
CAI
42
Capital Advisors Inc
Oklahoma
$28.7M +$28.8M +959,994 New
CAMV
43
Concord Asset Management (Virginia)
Virginia
$28.1M -$9.88M -329,614 -26%
SA
44
SoundView Advisors
Washington
$26.5M +$26.6M +885,905 New
CWM
45
Capital Wealth Management
Rhode Island
$26M +$1.27M +42,262 +5%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$23.6M -$7.98M -266,393 -25%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$23.3M -$4.93M -164,386 -17%
MAM
48
McCarthy Asset Management
California
$23.3M +$4.01M +133,943 +21%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$22.2M -$1.64M -54,848 -7%
CMA
50
Cedar Mountain Advisors
Oregon
$22M -$69K -2,303 -0.3%