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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
KFS
526
Kelly Financial Services
Massachusetts
$695 -$57.8K -1,968 -99%
JWM
527
Janiczek Wealth Management
Colorado
$646
HCP
528
Hexagon Capital Partners
Arkansas
$645 -$27.8K -948 -98%
AA
529
Addison Advisors
Vermont
$587
TF
530
Tompkins Financial
New York
$205
Manulife (Manufacturers Life Insurance)
531
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$116M -3,952,883 Closed
CCMG
532
Clark Capital Management Group
Pennsylvania
-$30.2M -1,025,157 Closed
ERIM
533
Eagle Ridge Investment Management
Connecticut
-$28.1M -954,618 Closed
CI
534
Conning Inc
Connecticut
-$17.4M -590,000 Closed
TAIM
535
TD Ameritrade Investment Management
Nebraska
-$17.3M -588,587 Closed
CWA
536
Centennial Wealth Advisory
Michigan
-$8.74M -296,867 Closed
BNP Paribas Financial Markets
537
BNP Paribas Financial Markets
France
-$7.63M -259,149 Closed
WF
538
Wayfinding Financial
Washington
-$7.28M -247,143 Closed
HC
539
Hamilton Capital
Ohio
-$5.23M -177,760 Closed
LCGC
540
Legacy Capital Group California
California
-$3.95M -134,336 Closed
GWAG
541
Garrett Wealth Advisory Group
Texas
-$2.99M -101,606 Closed
OWA
542
Outlook Wealth Advisors
Texas
-$2.71M -92,106 Closed
CWA
543
Clearview Wealth Advisors
Oregon
-$2.63M -89,442 Closed
HF
544
HRT Financial
New York
-$2.4M -81,550 Closed
SHFP
545
Second Half Financial Partners
Florida
-$1.93M -65,687 Closed
NP
546
Nilsine Partners
Colorado
-$1.87M -63,549 Closed
Prudential Financial
547
Prudential Financial
New Jersey
-$1.67M -56,574 Closed
WEG
548
World Equity Group
Illinois
-$1.23M -41,785 Closed
EFS
549
Econ Financial Services
Pennsylvania
-$1.08M -36,837 Closed
AWM
550
Axxcess Wealth Management
California
-$1.01M -34,417 Closed