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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
Marshall Wace
126
Marshall Wace
United Kingdom
$5.66M +$5.59M +189,900 New
DAM
127
Delta Asset Management
Tennessee
$5.61M -$28K -951 -0.5%
BWS
128
Buck Wealth Strategies
Colorado
$5.56M +$223K +7,589 +4%
IWM
129
IHT Wealth Management
Illinois
$5.16M -$580K -19,717 -10%
EWA
130
EP Wealth Advisors
California
$5.13M +$5.07M +172,261 New
SC
131
Saiph Capital
New Jersey
$4.95M +$4.22M +143,424 +632%
Stifel Financial
132
Stifel Financial
Missouri
$4.94M -$159K -5,408 -3%
AI
133
Auour Investments
Massachusetts
$4.91M +$35.6K +1,211 +0.7%
PA
134
Probity Advisors
Texas
$4.79M -$3.44M -116,941 -42%
HCC
135
Hirtle Callaghan & Co
Pennsylvania
$4.72M -$3.49M -118,622 -43%
MHR
136
Matthew Hamilton Rosenberg
$4.66M -$197K -6,683 -4%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$4.65M -$357K -12,127 -7%
PA
138
Parallel Advisors
California
$4.65M +$170K +5,785 +4%
CWM
139
Cabot Wealth Management
Massachusetts
$4.64M -$5.11M -173,635 -53%
GLA
140
Good Life Advisors
Pennsylvania
$4.63M +$61.1K +2,076 +1%
BC
141
Bartlett & Co
Ohio
$4.51M +$144K +4,906 +3%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$4.51M +$144K +4,906 +3%
VRM
143
Vectors Research Management
New York
$4.5M -$4.68M -159,023 -95%
HAS
144
HBW Advisory Services
California
$4.44M +$268K +9,094 +6%
RWPA
145
Richard W. Paul & Associates
Michigan
$4.35M -$957K -32,531 -18%
Jane Street
146
Jane Street
New York
$4.25M -$15.7M -533,907 -79%
NA
147
NewEdge Advisors
Louisiana
$4.23M -$259K -8,802 -6%
SLA
148
Silver Lake Advisory
Utah
$4.12M +$6.71K +228 +0.2%
EAM
149
Eukles Asset Management
Ohio
$4.09M -$209K -7,095 -5%
Corient Private Wealth
150
Corient Private Wealth
Florida
$4.07M +$1.33M +45,170 +49%