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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
AL
151
ADE LLC
Maryland
$4.04M -$68.4K -2,324 -2%
IPW
152
Impact Partnership Wealth
Georgia
$4.04M +$3.99M +135,519 New
HighTower Advisors
153
HighTower Advisors
Illinois
$4.01M +$1.15M +38,956 +41%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$3.97M +$802K +27,265 +26%
CA
155
Cetera Advisors
Colorado
$3.94M +$966K +32,824 +33%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$3.9M -$197K -6,689 -5%
PFS
157
Prospera Financial Services
Texas
$3.88M +$3.61M +122,577 +1,570%
PCM
158
Parsons Capital Management
Rhode Island
$3.76M -$235K -7,975 -6%
SFM
159
Signet Financial Management
New Jersey
$3.72M +$311K +10,552 +9%
KAS
160
Kestra Advisory Services
Texas
$3.63M -$170K -5,769 -5%
TCMP
161
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.54M -$932K -31,669 -21%
WF
162
Wayfinding Financial
Washington
$3.53M +$3.49M +118,703 New
TWP
163
Total Wealth Planning
Ohio
$3.52M -$246K -8,352 -7%
RWM
164
Revisor Wealth Management
Ohio
$3.51M -$3.28M -111,487 -49%
AWA
165
Arete Wealth Advisors
Illinois
$3.48M +$1.87M +63,385 +119%
BPWM
166
Badgley Phelps Wealth Managers
Washington
$3.46M -$9.33K -317 -0.3%
MFG
167
Merit Financial Group
Georgia
$3.4M -$695K -23,612 -17%
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$3.39M +$4.5K +153 +0.1%
EGA
169
Eagle Global Advisors
Texas
$3.37M -$262K -8,900 -7%
CFGF
170
Compass Financial Group (Florida)
Florida
$3.32M -$3.06M -104,126 -48%
VAG
171
VisionPoint Advisory Group
Texas
$3.25M -$2.93M -99,515 -48%
CA
172
CGN Advisors
Kansas
$3.24M +$274K +9,324 +9%
MOS
173
MGO One Seven
Ohio
$3.23M +$3.19M +108,382 New
CA
174
Continuum Advisory
Idaho
$3.09M -$92.8K -3,153 -3%
SI
175
Stephens Inc
Arkansas
$3.04M -$690K -23,459 -19%