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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
AL
151
ADE LLC
Maryland
$4.05M -$203K -6,927 -5%
SLA
152
Silver Lake Advisory
Utah
$4.05M +$12K +410 +0.3%
MFG
153
Merit Financial Group
Georgia
$4.04M +$46.8K +1,594 +1%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$4.03M -$2.02M -68,883 -33%
PCM
155
Parsons Capital Management
Rhode Island
$3.94M -$307K -10,437 -7%
KAS
156
Kestra Advisory Services
Texas
$3.75M -$616K -20,964 -14%
TWP
157
Total Wealth Planning
Ohio
$3.71M -$4.96K -169 -0.1%
SI
158
Stephens Inc
Arkansas
$3.68M
CFAM
159
Coury Firm Asset Management
Pennsylvania
$3.59M -$1.05M -35,756 -23%
EGA
160
Eagle Global Advisors
Texas
$3.57M -$156K -5,300 -4%
BFM
161
Boston Financial Management
Massachusetts
$3.48M -$751K -25,586 -18%
WANY
162
Wealthspire Advisors (New York)
New York
$3.48M +$2.03M +69,091 +139%
WFAG
163
Wescott Financial Advisory Group
Pennsylvania
$3.46M -$23.5K -801 -0.7%
BPWM
164
Badgley Phelps Wealth Managers
Washington
$3.42M +$686K +23,355 +25%
SFM
165
Signet Financial Management
New Jersey
$3.35M +$370K +12,600 +12%
ACM
166
Absolute Capital Management
Pennsylvania
$3.34M +$2.14K +73 +0.1%
NEWAS
167
N.E.W. Advisory Services
Wisconsin
$3.34M +$80.5K +2,740 +2%
PWG
168
Portside Wealth Group
Utah
$3.22M -$53.9K -1,834 -2%
EWM
169
Evergreen Wealth Management
Michigan
$3.22M +$54.9K +1,870 +2%
AAS
170
Ameritas Advisory Services
Nebraska
$3.14M +$3.15M +107,167 New
CA
171
Continuum Advisory
Idaho
$3.14M +$3.46K +118 +0.1%
TPCW
172
TD Private Client Wealth
New York
$3.13M +$147K +4,995 +5%
ECA
173
Elevated Capital Advisors
Utah
$3.12M -$2.27M -77,334 -42%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$3.11M -$1.42M -48,505 -31%
TFGT
175
TS Financial Group (TSFG)
Illinois
$3.03M +$3.04M +103,449 New