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State Street SPDR Portfolio Short Term Corporate Bond ETF

568 hedge funds and large institutions have $7.42B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

33% more capital invested

Capital invested by funds: $5.56B → $7.42B (+$1.86B)

29% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 170

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

8% more funds holding

Funds holding: 528568 (+40)

3.73% more ownership

Funds ownership: 70.95%74.68% (+3.7%)

Holders
568
Holders Change
+40
Holders Change %
+7.58%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
86
Increased
219
Reduced
170
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$13.3M +$825K +27,525 +7%
KWM
77
Kingsview Wealth Management
Oregon
$13M -$528K -17,632 -4%
SI
78
SimpliFi Inc
California
$11.9M +$11.9M +398,300 New
CM
79
Cornerstone Management
Georgia
$11.8M +$745K +24,851 +7%
SL
80
SWMG LLC
Texas
$11.6M +$776K +25,893 +7%
ASN
81
Advisory Services Network
Georgia
$11.3M +$1.6M +53,327 +16%
Charles Schwab
82
Charles Schwab
California
$11.3M -$482K -16,081 -4%
RL
83
Rogco LP
Oklahoma
$11.2M +$731K +24,375 +7%
BWS
84
Buck Wealth Strategies
Colorado
$11.2M +$4.14M +138,062 +58%
DAS
85
Dynamic Advisor Solutions
Arizona
$11.1M +$370K +12,337 +3%
AI
86
Atria Investments
North Carolina
$11.1M +$1.27M +42,517 +13%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$11M -$17.2M -572,700 -61%
GWM
88
Geneos Wealth Management
Colorado
$10.9M +$350K +11,667 +3%
CAC
89
Certified Advisory Corp
Florida
$10.9M +$654K +21,805 +6%
WI
90
WrapManager Inc
California
$10.7M +$1.09M +36,318 +11%
PFPT
91
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.5M +$1.51M +50,220 +17%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$9.96M +$6.64M +221,524 +198%
KDA
93
Kraft Davis & Associates
Missouri
$9.67M +$3.2M +106,743 +49%
CFD
94
Creative Financial Designs
Indiana
$9.62M -$66.1K -2,207 -0.7%
FCIM
95
Fairview Capital Investment Management
California
$8.83M +$409K +13,659 +5%
HFS
96
Horizon Financial Services
North Carolina
$8.32M +$1.02M +34,115 +14%
Jane Street
97
Jane Street
New York
$8.21M -$273K -9,120 -3%
T
98
TrueFG
Texas
$8.1M +$132K +4,396 +2%
RBWA
99
RFG - Bristol Wealth Advisors
Massachusetts
$8.02M +$8.05M +268,532 New
IA
100
Integrity Alliance
Iowa
$7.87M +$7.9M +263,440 New