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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$5.86M +$5.87M +200,000 New
ATC
127
Argent Trust Co
Tennessee
$5.66M +$4M +136,240 +240%
IWM
128
IHT Wealth Management
Illinois
$5.66M +$761K +25,923 +16%
DAM
129
Delta Asset Management
Tennessee
$5.55M -$209K -7,105 -4%
BWS
130
Buck Wealth Strategies
Colorado
$5.25M +$118K +4,010 +2%
RWPA
131
Richard W. Paul & Associates
Michigan
$5.23M +$1.38M +46,904 +36%
RA
132
RFG Advisory
Alabama
$5.2M -$508K -17,299 -9%
Stifel Financial
133
Stifel Financial
Missouri
$5.02M -$194K -6,597 -4%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$4.93M +$922K +31,404 +23%
PPW
135
Parcion Private Wealth
Washington
$4.88M +$765K +26,046 +19%
MHR
136
Matthew Hamilton Rosenberg
$4.78M -$2.26M -76,861 -32%
AI
137
Auour Investments
Massachusetts
$4.78M +$289K +9,849 +6%
VRM
138
Vectors Research Management
New York
$4.71M -$897K -30,551 -15%
SPIA
139
Steward Partners Investment Advisory
New York
$4.59M +$37.5K +1,276 +0.8%
WPWM
140
Windward Private Wealth Management
Kansas
$4.55M +$256K +8,719 +6%
SL
141
Systelligence LLC
Minnesota
$4.5M +$2.98M +101,617 +196%
GLA
142
Good Life Advisors
Pennsylvania
$4.49M +$48.7K +1,657 +1%
NA
143
NewEdge Advisors
Louisiana
$4.42M -$72K -2,450 -2%
TCMP
144
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.41M -$98.4K -3,351 -2%
PA
145
Parallel Advisors
California
$4.41M -$1.39M -47,302 -24%
BS
146
Banco Santander
Spain
$4.33M +$4.34M +147,674 New
BC
147
Bartlett & Co
Ohio
$4.3M -$12.5K -424 -0.3%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$4.3M -$12.5K -424 -0.3%
EAM
149
Eukles Asset Management
Ohio
$4.24M +$58.1K +1,978 +1%
HAS
150
HBW Advisory Services
California
$4.11M +$1.68M +57,180 +69%