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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.96B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 240 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 169

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

2% less funds holding

Funds holding: 560547 (-13)

3.63% less ownership

Funds ownership: 77.39%73.76% (-3.6%)

9% less capital invested

Capital invested by funds: $6.54B → $5.96B (-$585M)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
547
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
7.18%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.53%
New
49
Increased
240
Reduced
169
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
BIP Wealth
Georgia
$39.1M +$17.6M +584,356 +83%
AFG
27
Arkansas Financial Group
Arkansas
$38.3M +$2.04M +67,476 +6%
GAM
28
Gemmer Asset Management
California
$35M +$2.65M +87,709 +8%
HVIA
29
Hudson Valley Investment Advisors
New York
$35M +$2.12M +70,262 +6%
WCWM
30
Willow Creek Wealth Management
California
$33.6M +$1.12M +37,207 +3%
Fisher Asset Management
31
Fisher Asset Management
Washington
$33.5M -$6.98M -231,439 -17%
SPIA
32
Strategic Point Investment Advisors
Rhode Island
$32.8M +$707K +23,436 +2%
SWP
33
Strategic Wealth Partners
Ohio
$32.4M +$603K +19,977 +2%
HCP
34
Holt Capital Partners
Texas
$31.6M +$27K +895 +0.1%
CWM
35
Capital Wealth Management
Rhode Island
$31.2M +$367K +12,168 +1%
CWP
36
Concord Wealth Partners
Virginia
$31M +$1.79M +59,293 +6%
CAMV
37
Concord Asset Management (Virginia)
Virginia
$30.3M +$1.07M +35,390 +4%
Raymond James Financial
38
Raymond James Financial
Florida
$30.1M +$13.9M +461,971 +87%
WFS
39
Walker Financial Services
Kentucky
$29.4M -$10.8M -356,837 -27%
CAI
40
Capital Advisors Inc
Oklahoma
$28.5M -$75.2K -2,492 -0.3%
Cohen & Steers
41
Cohen & Steers
New York
$28.5M -$1.81M -60,000 -6%
MAM
42
McCarthy Asset Management
California
$27.1M +$435K +14,435 +2%
MWM
43
Modern Wealth Management
Kansas
$24.9M +$3.52M +116,711 +17%
FFM
44
Flagstone Financial Management
Nebraska
$24.7M +$1.33M +44,232 +6%
FCAS
45
First Command Advisory Services
Texas
$24.3M +$21.2M +704,139 +707%
OAM
46
Occidental Asset Management
California
$24.2M +$275K +9,107 +1%
NRI
47
NFP Retirement Inc
California
$22.2M +$2.63M +87,122 +14%
HI
48
Horizon Investments
North Carolina
$22.1M +$346K +11,455 +2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$65K +2,155 +0.3%
WA
50
Waverly Advisors
Alabama
$21.4M -$7.91M -262,062 -27%