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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
FFA
501
Farther Finance Advisors
California
$13.3K
TFA
502
Transamerica Financial Advisors
Florida
$13K -$1.7K -58 -12%
HC
503
Hoese & Co
Minnesota
$12K
NC
504
NewSquare Capital
Pennsylvania
$10.5K
EWA
505
EverSource Wealth Advisors
Alabama
$9.97K
LCM
506
Logan Capital Management
Pennsylvania
$9.79K
FCA
507
FinTrust Capital Advisors
South Carolina
$8.33K -$8.31K -283 -50%
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$7.74K +$7.75K +264 New
MRCM
509
M&R Capital Management
New Jersey
$7.59K
HWM
510
HighMark Wealth Management
Minnesota
$7.18K +$88 +3 +1%
BEI
511
Benjamin Edwards Inc
Missouri
$7K
TWM
512
Tradition Wealth Management
Minnesota
$7K
SSB
513
Sandy Spring Bank
Maryland
$6.39K +$6.4K +218 New
FIM
514
FWL Investment Management
Texas
$5.86K +$5.87K +200 New
SWA
515
SOA Wealth Advisors
New York
$5.42K
GEA
516
Glen Eagle Advisors
New Jersey
$4.98K
CIAS
517
Capital Investment Advisory Services
North Carolina
$4.54K
ME
518
McIlrath & Eck
Washington
$4.35K -$2.88K -98 -40%
HT
519
Headlands Technologies
Illinois
$4.19K -$15.2K -518 -78%
MLA
520
MB, Levis & Associates
Pennsylvania
$4.19K +$29 +1 +0.7%
PP
521
Pacifica Partners
Canada
$4.03K
CWM
522
CarsonAllaria Wealth Management
Illinois
$2.46K +$2.47K +84 New
CFB
523
Cullen/Frost Bankers
Texas
$2.06K +$2.06K +70 New
BCA
524
Bray Capital Advisors
Florida
$1.76K
HWP
525
Hibernia Wealth Partners
Louisiana
$1.76K +$1.76K +60 New