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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
CSC
526
Caldwell Sutter Capital
California
$17.2K
CAL
527
Capital Analysts LLC
Pennsylvania
$14K +$206 +7 +1%
FFA
528
Farther Finance Advisors
California
$13.5K
HC
529
Hoese & Co
Minnesota
$12.1K
AWM
530
Atticus Wealth Management
Florida
$12K -$454K -15,423 -97%
AF
531
Allworth Financial
California
$12K -$4.53K -154 -28%
RFS
532
Richardson Financial Services
Massachusetts
$11.7K +$11.6K +394 New
LCM
533
Logan Capital Management
Pennsylvania
$9.95K
NP
534
NorthRock Partners
Minnesota
$8.61K +$8.51K +289 New
FCA
535
FinTrust Capital Advisors
South Carolina
$8.46K
BEI
536
Benjamin Edwards Inc
Missouri
$8K
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$7.86K
MRCM
538
M&R Capital Management
New Jersey
$7.71K
HWM
539
HighMark Wealth Management
Minnesota
$7.41K +$118 +4 +2%
PCM
540
Penserra Capital Management
California
$7K +$7.33K +249 New
FIM
541
FWL Investment Management
Texas
$5.96K
HCP
542
Hexagon Capital Partners
Arkansas
$5.78K +$5.06K +172 +782%
SWA
543
SOA Wealth Advisors
New York
$5.51K
GEA
544
Glen Eagle Advisors
New Jersey
$5.06K
AWM
545
Avior Wealth Management
Nebraska
$4.64K +$4.59K +156 New
ME
546
McIlrath & Eck
Washington
$4.49K +$88 +3 +2%
CAS
547
Coppell Advisory Solutions
Texas
$4.37K +$4.33K +147 New
MLA
548
MB, Levis & Associates
Pennsylvania
$4.33K +$59 +2 +1%
PP
549
Pacifica Partners
Canada
$4.08K
LC
550
Lindbrook Capital
California
$3.57K +$3.53K +120 New