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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
WH
76
Whitcomb & Hess
Ohio
$13.1M +$158K +5,360 +1%
WCM
77
Windham Capital Management
Massachusetts
$12.3M +$171K +5,810 +1%
CF
78
Convergence Financial
Missouri
$12.2M -$5.41M -183,967 -31%
OPPS
79
Obsidian Personal Planning Solutions
Maryland
$12M +$273K +9,260 +2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$11.8M -$299K -10,144 -3%
KWM
81
Kingsview Wealth Management
Oregon
$11.6M +$803K +27,295 +8%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$11.4M +$4.16M +141,274 +58%
MHS
83
M Holdings Securities
Oregon
$11.4M -$58.3K -1,980 -0.5%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$11.3M -$26.1K -886 -0.2%
CM
85
Cornerstone Management
Georgia
$11.1M +$65.4K +2,221 +0.6%
KDA
86
Kraft Davis & Associates
Missouri
$10.5M -$663K -22,525 -6%
PFPT
87
Pinnacle Financial Partners (Tennessee)
Tennessee
$10M -$1.62M -54,940 -14%
AAS
88
Avantax Advisory Services
Texas
$10M +$1.27M +43,033 +15%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$9.94M -$891K -30,288 -8%
RL
90
Rogco LP
Oklahoma
$9.68M +$2.12M +72,102 +28%
HI
91
Horizon Investments
North Carolina
$9.49M -$1.7M -57,868 -15%
Deutsche Bank
92
Deutsche Bank
Germany
$9.4M +$912K +31,000 +11%
GWM
93
Geneos Wealth Management
Colorado
$9.23M -$1.08M -36,677 -11%
GPWA
94
Great Point Wealth Advisors
Massachusetts
$9.16M -$618K -20,985 -6%
CW
95
CreativeOne Wealth
Kansas
$9.11M +$54.7K +1,858 +0.6%
EGWAG
96
Elwood & Goetz Wealth Advisory Group
Georgia
$8.79M +$49.7K +1,690 +0.6%
ASN
97
Advisory Services Network
Georgia
$8.38M +$498K +16,910 +6%
CCMG
98
Clark Capital Management Group
Pennsylvania
$8.29M +$8.19M +278,407 New
FCIM
99
Fairview Capital Investment Management
California
$8.28M -$733K -24,900 -8%
DIM
100
DLK Investment Management
California
$8.08M +$7.99M +271,443 New