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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
SL
101
Systelligence LLC
Minnesota
$7.92M +$3.31M +112,362 +73%
CC
102
Courier Capital
New York
$7.74M +$11.4K +389 +0.1%
SFP
103
Sweet Financial Partners
Minnesota
$7.71M +$23K +781 +0.3%
BHWA
104
Beacon Harbor Wealth Advisors
Virginia
$7.64M +$7.55M +256,618 New
VIM
105
Vista Investment Management
Pennsylvania
$7.63M +$499K +16,972 +7%
FA
106
FDx Advisors
Illinois
$7.33M -$185K -6,274 -2%
NC
107
NewSquare Capital
Pennsylvania
$7.23M +$7.13M +242,397 +67,709%
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$7.14M
EWM
109
Empirical Wealth Management
Washington
$6.85M -$391K -13,270 -5%
HH
110
Hilltop Holdings
Texas
$6.83M -$201K -6,835 -3%
B
111
Bailard
California
$6.82M +$619K +21,027 +10%
PA
112
Pineridge Advisors
Missouri
$6.75M +$6.67M +226,780 New
T
113
TrueFG
Texas
$6.67M +$102K +3,465 +2%
DI
114
DAGCO Inc
Ohio
$6.66M +$6.58M +223,515 New
DWS
115
Dynamic Wealth Strategies
California
$6.66M +$6.58M +223,515 New
MWM
116
Mascoma Wealth Management
New Hampshire
$6.54M -$870K -29,579 -12%
WI
117
WrapManager Inc
California
$6.27M +$189K +6,439 +3%
IF
118
IRON Financial
Illinois
$6.25M -$278K -9,436 -4%
MML Investors Services
119
MML Investors Services
Massachusetts
$6.14M -$114K -3,889 -2%
CIP
120
Capital Insight Partners
Arizona
$6.1M +$40.5K +1,375 +0.7%
AIM
121
Allen Investment Management
New York
$6.09M
MCP
122
Martin Capital Partners
Oregon
$6.09M -$22.2K -753 -0.4%
RA
123
RFG Advisory
Alabama
$5.87M +$588K +19,996 +11%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$5.8M +$2.88M +97,987 +101%
MD
125
Money Design
Japan
$5.72M -$1.9M -64,499 -25%