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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
WT
476
Washington Trust
Rhode Island
$70.7K +$28.7K +975 +70%
TCM
477
TD Capital Management
Tennessee
$70K +$8.95K +304 +15%
BFEC
478
Benjamin F. Edwards & Company
Missouri
$67K
CTC
479
Central Trust Company
Missouri
$66.3K +$6.65K +226 +11%
ACA
480
American Capital Advisory
Idaho
$59.6K +$58.9K +2,000 New
EWA
481
EverSource Wealth Advisors
Alabama
$57.1K +$46.4K +1,577 +464%
RCM
482
Richardson Capital Management
Wisconsin
$53.1K +$52.4K +1,782 New
ODG
483
O'Dell Group
Ohio
$51.4K +$50.8K +1,727 New
HWA
484
HHM Wealth Advisors
Tennessee
$50.3K -$14.8K -504 -23%
Fidelity Investments
485
Fidelity Investments
Massachusetts
$49.9K +$14.2K +482 +40%
M
486
MOTCO
Texas
$48.5K
OHWP
487
Oak Harbor Wealth Partners
North Carolina
$44.2K
AP
488
Atwood & Palmer
Missouri
$42.4K
FBC
489
Fairfield, Bush & Co
Connecticut
$41.4K +$40.9K +1,390 New
KFP
490
Keener Financial Planning
Texas
$41K +$40.5K +1,375 New
CIAS
491
Capital Investment Advisory Services
North Carolina
$40.4K +$35.4K +1,202 +775%
TWC
492
TD Waterhouse Canada
Ontario, Canada
$39.8K +$23.4K +794 +146%
SIC
493
SJS Investment Consulting
Ohio
$37.1K
WAS
494
Winch Advisory Services
Wisconsin
$37K -$1.53K -52 -4%
SWM
495
Spire Wealth Management
Virginia
$36.7K +$500 +17 +1%
ITIM
496
Indiana Trust & Investment Management
Indiana
$36K
CFB
497
Cullen/Frost Bankers
Texas
$36K +$33.5K +1,140 +1,629%
Franklin Resources
498
Franklin Resources
California
$34.2K
AA
499
Ancora Advisors
Ohio
$32.2K
FG
500
Fairman Group
Pennsylvania
$32K +$31.6K +1,075 New