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State Street SPDR Portfolio Short Term Corporate Bond ETF

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68%75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 568550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$43.2M +$26.3M +876,266 +157%
WFS
27
Walker Financial Services
Kentucky
$37.3M +$3.62M +120,906 +11%
Osaic Holdings
28
Osaic Holdings
Arizona
$36.4M +$4.47M +149,174 +14%
AFG
29
Arkansas Financial Group
Arkansas
$34.8M +$2.03M +67,686 +6%
HCP
30
Holt Capital Partners
Texas
$34.1M -$831K -27,745 -2%
HVIA
31
Hudson Valley Investment Advisors
New York
$33.1M +$1.55M +51,850 +5%
AC
32
Allstate Corporation
Illinois
$32.8M +$713K +23,800 +2%
WCWM
33
Willow Creek Wealth Management
California
$32.2M +$1.09M +36,267 +4%
SPIA
34
Strategic Point Investment Advisors
Rhode Island
$31.2M +$16.3K +545 +0.1%
GWM
35
Geneos Wealth Management
Colorado
$31M +$19.9M +664,030 +181%
GAM
36
Gemmer Asset Management
California
$30.4M +$1.37M +45,819 +5%
CWP
37
Concord Wealth Partners
Virginia
$28.6M -$537K -17,926 -2%
CAI
38
Capital Advisors Inc
Oklahoma
$28.4M -$503K -16,789 -2%
Bank of Nova Scotia
39
Bank of Nova Scotia
Ontario, Canada
$28.2M -$13.5M -449,106 -32%
SA
40
SoundView Advisors
Washington
$28.1M +$1.45M +48,332 +5%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$27.3M -$904K -30,182 -3%
CWM
42
Capital Wealth Management
Rhode Island
$27.2M +$961K +32,078 +4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$26.7M +$3.11M +103,737 +13%
LGWM
44
Litman Gregory Wealth Management
California
$26.3M +$5.14M +171,536 +24%
OAM
45
Occidental Asset Management
California
$24.8M +$5.26M +175,519 +27%
MAM
46
McCarthy Asset Management
California
$23.5M -$44.8K -1,497 -0.2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$22.2M -$12.8M -426,649 -37%
Cohen & Steers
48
Cohen & Steers
New York
$22.1M +$6.02M +201,000 +38%
CMA
49
Cedar Mountain Advisors
Oregon
$22M -$201K -6,707 -0.9%
FFM
50
Flagstone Financial Management
Nebraska
$21.8M +$576K +19,225 +3%