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State Street SPDR Portfolio Short Term Corporate Bond ETF

378 hedge funds and large institutions have $4.71B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 102 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 40

47% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 102

18% more capital invested

Capital invested by funds: $3.97B → $4.71B (+$734M)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

4% more funds holding

Funds holding: 364378 (+14)

2.64% more ownership

Funds ownership: 66.18%68.82% (+2.6%)

Holders
378
Holders Change
+14
Holders Change %
+3.85%
% of All Funds
7.75%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.88%
New
61
Increased
150
Reduced
102
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
176
Excalibur Management
Massachusetts
$1.18M +$837K +26,990 +252%
Franklin Resources
177
Franklin Resources
California
$1.15M +$1.14M +36,730 New
VWM
178
Vigilare Wealth Management
Arizona
$1.12M +$1.11M +35,800 New
BSWM
179
Boston Standard Wealth Management
Massachusetts
$1.12M -$19.6K -632 -2%
UCFA
180
United Capital Financial Advisors
Texas
$1.09M +$49.3K +1,591 +5%
W
181
Wealthquest
Ohio
$1.08M +$1.07M +34,366 New
MA
182
MUFG Americas
New York
$1.07M
IWC
183
Integrated Wealth Concepts
Massachusetts
$1.07M +$29.3K +945 +3%
LA
184
LexAurum Advisors
Kansas
$1.07M +$469K +15,133 +80%
AI
185
Atria Investments
North Carolina
$1.06M +$84.7K +2,731 +9%
CCA
186
Catalyst Capital Advisors
New York
$1.06M +$502K +16,200 +92%
RG
187
Retirement Group
California
$1.05M +$1.04M +33,506 New
CAGAS
188
Capital Advisory Group Advisory Services
Minnesota
$1.05M +$1.01M +32,528 +3,559%
OIA
189
Optimum Investment Advisors
Illinois
$1.03M +$160K +5,175 +19%
KBFS
190
Kohmann Bosshard Financial Services
Ohio
$1M +$50K +1,613 +5%
WTC
191
WhitTier Trust Company
Nevada
$1M
SWMG
192
Strategic Wealth Management Group
Maryland
$966K
WT
193
Whittier Trust
California
$960K
BPB
194
Badgley, Phelps & Bell
Washington
$935K +$27.2K +877 +3%
ECM
195
ETrade Capital Management
Virginia
$911K -$86.5K -2,790 -9%
SW
196
SteelPeak Wealth
California
$904K +$894K +28,831 New
Bank of New York Mellon
197
Bank of New York Mellon
New York
$897K -$225K -7,268 -20%
OIA
198
OneDigital Investment Advisors
Kansas
$896K -$1.86K -60 -0.2%
AFP
199
Ausdal Financial Partners
Iowa
$883K -$46.9K -1,512 -5%
TCWM
200
Total Clarity Wealth Management
Illinois
$875K +$865K +27,917 New