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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
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$32K +$1.12K +38 +4%
RCM
502
Raleigh Capital Management
North Carolina
$31.1K -$2.18K -74 -7%
MAWCM
503
Mine & Arao Wealth Creation & Management
California
$30.9K
TCPG
504
Trivant Custom Portfolio Group
California
$30.7K
AIP
505
Ameritas Investment Partners
Nebraska
$30.1K
WA
506
WestEnd Advisors
North Carolina
$28.4K +$14.3K +487 +104%
SJIM
507
St. Johns Investment Management
Florida
$27.9K +$27.6K +938 New
KFS
508
Kelly Financial Services
Massachusetts
$27.4K +$26.3K +894 +3,725%
BlackRock
509
BlackRock
New York
$27.2K +$26.8K +912 New
TIM
510
Tortoise Investment Management
New York
$26.8K
GJIA
511
Glass Jacobson Investment Advisors
Maryland
$25.3K
T
512
Tidemark
California
$25K +$24.7K +840 New
BIA
513
Bell Investment Advisors
California
$24.5K +$353 +12 +1%
HIA
514
Harbor Investment Advisory
Maryland
$23.9K
EDRH
515
Edmond de Rothschild Holding
Switzerland
$23.8K
FCMT
516
Founders Capital Management (Texas)
Texas
$23.8K -$41.7K -1,417 -64%
KHC
517
Koesten Hirschmann & Crabtree
Kansas
$21.7K +$21.5K +729 New
WP
518
WealthShield Partners
North Carolina
$20.8K -$66.3K -2,252 -76%
KFI
519
Key Financial Inc
Pennsylvania
$20.8K
BONH
520
Bank of New Hampshire
New Hampshire
$20.7K -$11.8K -400 -37%
CHA
521
Carmichael Hill & Associates
Maryland
$19.7K
TFA
522
Toth Financial Advisory
Virginia
$18.6K
JHCP
523
Jackson Hole Capital Partners
Oklahoma
$18.3K
TFGT
524
TS Financial Group (TSFG)
Illinois
$18K -$3.03M -102,857 -99%
AssetMark Inc
525
AssetMark Inc
California
$17.5K +$2.77K +94 +19%