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State Street SPDR Portfolio Short Term Corporate Bond ETF

446 hedge funds and large institutions have $6.1B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 120 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

58% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 120

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

6% more capital invested

Capital invested by funds: $5.77B → $6.1B (+$337M)

5% more funds holding

Funds holding: 424446 (+22)

2.1% more ownership

Funds ownership: 77.22%79.32% (+2.1%)

Holders
446
Holders Change
+22
Holders Change %
+5.19%
% of All Funds
7.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.81%
New
60
Increased
189
Reduced
120
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
176
MBM Wealth Consultants
Missouri
$2.05M -$5.44M -173,509 -73%
VFA
177
Voya Financial Advisors
Connecticut
$2.04M +$625K +19,950 +44%
LGWM
178
Litman Gregory Wealth Management
California
$1.99M -$231K -7,368 -10%
FC
179
FCA Corp
Texas
$1.93M -$9.06K -289 -0.5%
SEI Investments
180
SEI Investments
Pennsylvania
$1.92M -$1.41M -45,000 -42%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$1.84M -$51.5K -1,644 -3%
EWM
182
Echo Wealth Management
Minnesota
$1.81M +$283K +9,043 +18%
B
183
Bridgeworth
Alabama
$1.79M -$116K -3,708 -6%
GCM
184
Gibraltar Capital Management
Oklahoma
$1.77M -$189K -6,028 -10%
CFG
185
Cooper Financial Group
California
$1.69M +$188K +5,985 +12%
GWM
186
Greenwich Wealth Management
Connecticut
$1.69M -$427K -13,633 -20%
SRC
187
Shufro Rose & Co
New York
$1.68M -$27.6M -881,758 -94%
CWA
188
Clearview Wealth Advisors
Oregon
$1.68M +$390K +12,450 +30%
BSWM
189
Boston Standard Wealth Management
Massachusetts
$1.68M +$369K +11,765 +28%
RIM
190
Rockbridge Investment Management
New York
$1.65M -$71.2K -2,271 -4%
NGA
191
Naples Global Advisors
Florida
$1.59M +$164K +5,226 +12%
Charles Schwab
192
Charles Schwab
California
$1.56M -$148K -4,731 -9%
CSA
193
Cottage Street Advisors
Massachusetts
$1.56M +$27.7K +884 +2%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$1.54M -$538K -17,150 -26%
RFO
195
RiverGlades Family Offices
Florida
$1.52M +$104K +3,315 +7%
UFA
196
US Financial Advisors
Massachusetts
$1.48M +$74.8K +2,387 +5%
LA
197
LexAurum Advisors
Kansas
$1.44M +$342K +10,919 +31%
RC
198
Roundview Capital
New Jersey
$1.37M +$88.7K +2,830 +7%
UCFA
199
United Capital Financial Advisors
Texas
$1.34M +$8.93K +285 +0.7%
HF
200
HRT Financial
New York
$1.3M +$1.3M +41,451 New