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SPDR Portfolio Short Term Corporate Bond ETF

526 hedge funds and large institutions have $5.56B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 212 increasing their positions, 180 reducing their positions, and 46 closing their positions.

Holders
526
Holders Change
Holders Change %
0%
% of All Funds
7.61%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
50
Increased
212
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WCM
51
Winthrop Capital Management
Indiana
$20.3M 669,922 +14,206 +2%
MAM
52
McCarthy Asset Management
California
$19.6M 647,271 +6,299 +1%
CTWM
53
Cherry Tree Wealth Management
Minnesota
$18.7M 618,764 +9,537 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$18.7M 617,799 +19,607 +3%
OAM
55
Occidental Asset Management
California
$18.7M 617,366 +28,536 +5%
Cohen & Steers
56
Cohen & Steers
New York
$17.3M 571,676 +4,364 +0.8%
HR
57
Hardy Reed
Mississippi
$17.1M 566,242 +13,108 +2%
TC
58
Trilogy Capital
California
$16.9M 556,615 +68,616 +14%
WA
59
Waverly Advisors
Alabama
$16.5M 545,248 +363 +0.1%
BW
60
BIP Wealth
Georgia
$16.5M 543,299 +46,944 +9%
PAG
61
Private Advisor Group
New Jersey
$16.2M 534,191 +42,170 +9%
Marshall Wace
62
Marshall Wace
United Kingdom
$16M 527,900 +134,700 +34%
ST
63
Smithfield Trust
Pennsylvania
$15.5M 511,777 -31,754 -6%
US Bancorp
64
US Bancorp
Minnesota
$15M 496,245 +11,447 +2%
AAS
65
Avantax Advisory Services
Texas
$14.1M 466,711 +37,242 +9%
MHS
66
M Holdings Securities
Oregon
$14.1M 466,047 -8,188 -2%
SA
67
Sanctuary Advisors
Indiana
$14M 467,211 +4,189 +0.9%
MWM
68
Modern Wealth Management
Kansas
$13.8M 456,252 +456,252 New
KWM
69
Kingsview Wealth Management
Oregon
$13.8M 454,244 -46,364 -9%
WCA
70
Westover Capital Advisors
Delaware
$13.6M 450,192 +450,192 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$13.6M 448,621 -125,123 -22%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$12.6M 416,394 +9,478 +2%
Charles Schwab
73
Charles Schwab
California
$11.9M 393,444 -19,208 -5%
CM
74
Cornerstone Management
Georgia
$11.3M 371,890 +19,536 +6%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$11M 362,008 -24,220 -6%