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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
HVIA
76
Hudson Valley Investment Advisors
New York
$12.5M +$1.15M +39,112 +10%
WCM
77
Windham Capital Management
Massachusetts
$11.9M +$39.7K +1,353 +0.3%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$11.9M +$9.7M +330,208 +438%
OPPS
79
Obsidian Personal Planning Solutions
Maryland
$11.5M +$11.6M +393,722 New
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.5M -$1.97M -67,073 -15%
MHS
81
M Holdings Securities
Oregon
$11.3M +$9.44M +321,344 +508%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$11.2M +380,090 New
HI
83
Horizon Investments
North Carolina
$11M +$4.04M +137,641 +58%
KDA
84
Kraft Davis & Associates
Missouri
$10.9M -$165K -5,622 -1%
CM
85
Cornerstone Management
Georgia
$10.9M -$1.1M -37,597 -9%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$10.8M +$10.4M +354,647 +2,707%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$10.7M -$109K -3,705 -1%
KWM
88
Kingsview Wealth Management
Oregon
$10.6M +$317K +10,800 +3%
GWM
89
Geneos Wealth Management
Colorado
$10.2M +$347K +11,820 +4%
CWM
90
Cabot Wealth Management
Massachusetts
$9.66M +$100K +3,409 +1%
GPWA
91
Great Point Wealth Advisors
Massachusetts
$9.63M +$708K +24,125 +8%
CW
92
CreativeOne Wealth
Kansas
$8.91M -$2.2M -74,787 -20%
FCIM
93
Fairview Capital Investment Management
California
$8.88M -$319K -10,875 -3%
EGWAG
94
Elwood & Goetz Wealth Advisory Group
Georgia
$8.61M -$936K -31,880 -10%
AAS
95
Avantax Advisory Services
Texas
$8.59M -$567K -19,298 -6%
APW
96
Acima Private Wealth
Virginia
$8.49M +$1.84M +62,584 +28%
Deutsche Bank
97
Deutsche Bank
Germany
$8.34M
PA
98
Probity Advisors
Texas
$8.15M +$186K +6,336 +2%
HCC
99
Hirtle Callaghan & Co
Pennsylvania
$8.13M -$5.11M -173,991 -39%
ASN
100
Advisory Services Network
Georgia
$7.75M +$126K +4,289 +2%