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State Street SPDR Portfolio Short Term Corporate Bond ETF

568 hedge funds and large institutions have $7.42B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

33% more capital invested

Capital invested by funds: $5.56B → $7.42B (+$1.86B)

29% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 170

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

8% more funds holding

Funds holding: 528568 (+40)

3.73% more ownership

Funds ownership: 70.95%74.68% (+3.7%)

Holders
568
Holders Change
+40
Holders Change %
+7.58%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
86
Increased
219
Reduced
170
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Synergy Investment Management
Florida
$30.8K +$30.9K +1,030 New
TCPG
502
Trivant Custom Portfolio Group
California
$30.5K +$659 +22 +2%
GWS
503
Glassman Wealth Services
Virginia
$30.4K +$30.5K +1,018 New
AIP
504
Ameritas Investment Partners
Nebraska
$30.2K
EWA
505
EverSource Wealth Advisors
Alabama
$29.3K
EPW
506
Endeavor Private Wealth
Kansas
$28.3K +$28.4K +946 New
WAS
507
Winch Advisory Services
Wisconsin
$27.7K -$2.43K -81 -8%
GJIA
508
Glass Jacobson Investment Advisors
Maryland
$26K +$629 +21 +2%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$23.9K +$24K +800 New
MCM
510
MAI Capital Management
Ohio
$23.6K +$23.7K +791 New
FGC
511
Financial Gravity Companies
Texas
$22.8K +$22.9K +764 New
FIA
512
FPC Investment Advisory
California
$21.9K +$21.8K +728 New
TPW
513
Talon Private Wealth
Florida
$21.6K
WSFS
514
Wilmington Savings Fund Society
Delaware
$21.3K
KFI
515
Key Financial Inc
Pennsylvania
$20.9K
WA
516
WestEnd Advisors
North Carolina
$19.7K +$2.01K +67 +11%
MG
517
Mather Group
Illinois
$19.1K
TFA
518
Toth Financial Advisory
Virginia
$18.6K
JHCP
519
Jackson Hole Capital Partners
Oklahoma
$18.4K
T
520
Transce3nd
Texas
$18.1K +$18.2K +606 New
CSC
521
Caldwell Sutter Capital
California
$17.2K
TWC
522
TD Waterhouse Canada
Ontario, Canada
$16.2K
FG
523
Fairman Group
Pennsylvania
$16.1K
HGERS
524
Householder Group Estate & Retirement Specialist
Arizona
$15K -$45.4K -1,515 -75%
AA
525
AlphaMark Advisors
Kentucky
$15K -$1.17K -39 -7%