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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
GSWM
526
Golden State Wealth Management
California
$14.9K +$14.9K +498 New
OHWP
527
Oak Harbor Wealth Partners
North Carolina
$14.5K -$30K -1,000 -67%
MEG
528
Millstone Evans Group
Colorado
$13.7K +$13.8K +459 New
FDW
529
Fourth Dimension Wealth
Ohio
$13.5K +$13.6K +453 New
FWA
530
Flagship Wealth Advisors
Massachusetts
$13.2K +$13.2K +442 New
HC
531
Hoese & Co
Minnesota
$12.2K
SIS
532
Sound Income Strategies
Florida
$11.6K +$11.6K +387 New
WP
533
WealthShield Partners
North Carolina
$10.3K +$10.3K +345 New
LCM
534
Logan Capital Management
Pennsylvania
$9.97K
M
535
MOTCO
Texas
$9.76K
BSB
536
Bangor Savings Bank
Maine
$9.08K
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$8.93K
MWA
538
Medallion Wealth Advisors
Connecticut
$8.76K +$8.78K +293 New
BHWM
539
Beaird Harris Wealth Management
Texas
$8.21K +$8.24K +275 New
SS
540
Sunbelt Securities
Texas
$8.18K
GTAM
541
Global Trust Asset Management
Florida
$7.46K
FLP
542
Financial Life Planners
Arizona
$7.35K +$7.37K +246 New
RI
543
Ridgewood Investments
New Jersey
$6.24K
CF
544
Collier Financial
Colorado
$5.65K +$5.66K +189 New
SWA
545
SOA Wealth Advisors
New York
$5.52K
MLA
546
MB, Levis & Associates
Pennsylvania
$4.55K +$60 +2 +1%
1IA
547
1620 Investment Advisors
Massachusetts
$4.48K
S
548
SignatureFD
Georgia
$4.45K +$4.47K +149 New
RCM
549
Raleigh Capital Management
North Carolina
$4.03K
TFA
550
Transamerica Financial Advisors
Florida
$4K -$1.32K -44 -26%