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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
WCM
51
Winthrop Capital Management
Indiana
$19.9M +$19.6M +667,077 New
CTWM
52
Cherry Tree Wealth Management
Minnesota
$18.8M -$498K -16,927 -3%
CWM
53
Capital Wealth Management
Rhode Island
$18.6M +$1.2M +40,778 +7%
US Bancorp
54
US Bancorp
Minnesota
$18.6M +$844K +28,694 +5%
CA
55
CoreCap Advisors
Michigan
$18M +$3.48M +118,167 +24%
SFG
56
StrategIQ Financial Group
Indiana
$17.8M -$1.2M -40,695 -6%
Mariner
57
Mariner
Kansas
$17.7M -$7.36M -250,236 -30%
RJA
58
Raymond James & Associates
Florida
$17.6M -$1.44M -48,882 -8%
MNG
59
Manning & Napier Group
New York
$17.4M
CAN
60
Cetera Advisor Networks
California
$17.3M -$157K -5,341 -0.9%
PAG
61
Private Advisor Group
New Jersey
$16.7M +$1.01M +34,429 +7%
Charles Schwab
62
Charles Schwab
California
$16.2M -$347M -11,798,104 -96%
MYLI
63
Meiji Yasuda Life Insurance
Japan
$15.8M
ST
64
Smithfield Trust
Pennsylvania
$15.7M +$1.32M +44,815 +9%
Truist Financial
65
Truist Financial
North Carolina
$15.3M +$1.53M +52,115 +11%
Cohen & Steers
66
Cohen & Steers
New York
$15M +$7.42M +252,222 +101%
HVIA
67
Hudson Valley Investment Advisors
New York
$14.5M +$1.8M +61,040 +14%
OAM
68
Occidental Asset Management
California
$14.2M +$218K +7,424 +2%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$14.2M +$1.02M +34,655 +8%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$14.1M -$8.01M -272,310 -36%
HR
71
Hardy Reed
Mississippi
$13.9M +$13.7M +466,852 New
TC
72
Trilogy Capital
California
$13.7M -$3.27M -110,970 -19%
CJFS
73
Coulter & Justus Financial Services
Tennessee
$13.7M -$198K -6,726 -1%
DAS
74
Dynamic Advisor Solutions
Arizona
$13.5M +$351K +11,939 +3%
DWP
75
Destiny Wealth Partners
Florida
$13.2M -$159K -5,417 -1%