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State Street SPDR Portfolio Short Term Corporate Bond ETF

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68%75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 568550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$20.4M -$3.4M -113,531 -14%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$20.2M -$2.12M -70,848 -10%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$2.67M +89,079 +16%
HI
54
Horizon Investments
North Carolina
$19.8M -$10.2M -338,924 -34%
WCM
55
Winthrop Capital Management
Indiana
$19.8M +$229K +7,632 +1%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$19.5M +$488K +16,282 +3%
CTWM
57
Cherry Tree Wealth Management
Minnesota
$19.1M +$479K +16,002 +3%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$18.4M +$1.75M +58,433 +11%
TC
59
Trilogy Capital
California
$17.9M +$437K +14,576 +3%
MWM
60
Modern Wealth Management
Kansas
$17.6M +$1.97M +65,736 +13%
AAS
61
Avantax Advisory Services
Texas
$17.5M +$2.09M +69,682 +14%
BW
62
BIP Wealth
Georgia
$17.4M +$792K +26,438 +5%
SL
63
SWMG LLC
Texas
$17.2M +$5.53M +184,756 +48%
HR
64
Hardy Reed
Mississippi
$17M +$193K +6,443 +1%
Raymond James Financial
65
Raymond James Financial
Florida
$16.5M +$1.9M +63,276 +13%
AI
66
Atria Investments
North Carolina
$16.4M +$5.2M +173,441 +47%
MNA
67
Manning & Napier Advisors
New York
$16.4M -$37.1K -1,237 -0.2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$16.1M -$346K -11,542 -2%
MHS
69
M Holdings Securities
Oregon
$15.4M +$817K +27,268 +6%
HFS
70
Horizon Financial Services
North Carolina
$14.9M +$6.5M +217,001 +78%
RCIM
71
Red Cedar Investment Management
Michigan
$14.9M
US Bancorp
72
US Bancorp
Minnesota
$14.9M -$16.4K -547 -0.1%
PAG
73
Private Advisor Group
New Jersey
$14.8M -$1.44M -48,198 -9%
ST
74
Smithfield Trust
Pennsylvania
$14.5M -$605K -20,183 -4%
CA
75
CoreCap Advisors
Michigan
$14.2M +$433K +14,468 +3%