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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
CTWM
51
Cherry Tree Wealth Management
Minnesota
$19M -$314K -10,695 -2%
AFG
52
Arkansas Financial Group
Arkansas
$18.9M +$3.74M +127,381 +25%
MNG
53
Manning & Napier Group
New York
$18.9M
RJA
54
Raymond James & Associates
Florida
$18.8M -$398K -13,536 -2%
SFG
55
StrategIQ Financial Group
Indiana
$18.7M -$1.41M -47,904 -7%
US Bancorp
56
US Bancorp
Minnesota
$17.5M -$2.19M -74,613 -11%
CF
57
Convergence Financial
Missouri
$17.4M -$2.16M -73,491 -11%
CAN
58
Cetera Advisor Networks
California
$17.2M -$5.47M -186,385 -24%
CWM
59
Capital Wealth Management
Rhode Island
$17.1M +$2.57M +87,499 +18%
CW
60
Connectus Wealth
Ohio
$16.8M +$5.84M +198,870 +53%
TC
61
Trilogy Capital
California
$16.8M -$1.36M -46,376 -7%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$16M +$9.27M +315,696 +137%
MYLI
63
Meiji Yasuda Life Insurance
Japan
$15.6M
PAG
64
Private Advisor Group
New Jersey
$15.5M -$561K -19,096 -3%
SPIA
65
Strategic Point Investment Advisors
Rhode Island
$14.8M +$260K +8,837 +2%
Renaissance Technologies
66
Renaissance Technologies
New York
$14.6M +$11.5M +390,600 +369%
CA
67
CoreCap Advisors
Michigan
$14.2M +$7.73M +263,115 +118%
ST
68
Smithfield Trust
Pennsylvania
$14.2M -$3M -102,045 -17%
OAM
69
Occidental Asset Management
California
$13.8M -$454K -15,451 -3%
CJFS
70
Coulter & Justus Financial Services
Tennessee
$13.7M -$452K -15,396 -3%
Truist Financial
71
Truist Financial
North Carolina
$13.5M -$5.33M -181,573 -28%
DWP
72
Destiny Wealth Partners
Florida
$13.2M +$147K +4,990 +1%
DAS
73
Dynamic Advisor Solutions
Arizona
$13M +$386K +13,135 +3%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$12.9M +$12.9M +440,582 New
WH
75
Whitcomb & Hess
Ohio
$12.7M +$104K +3,552 +0.8%