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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
FAIM
176
Financial Advocates Investment Management
Washington
$2.97M -$37.3K -1,270 -1%
AWS
177
Atria Wealth Solutions
New York
$2.96M -$486K -16,551 -14%
AC
178
Apella Capital
Connecticut
$2.96M -$82.2K -2,798 -3%
NFG
179
Nations Financial Group
Iowa
$2.94M +$250K +8,497 +9%
CA
180
CGN Advisors
Kansas
$2.92M +$87.1K +2,967 +3%
ATFA
181
All Terrain Financial Advisors
Minnesota
$2.92M -$176K -6,009 -6%
CA
182
Cetera Advisors
Colorado
$2.92M -$396K -13,500 -12%
PCA
183
Prosperity Capital Advisors
Ohio
$2.88M +$341K +11,609 +13%
OGF
184
Orin Green Financial
California
$2.87M +$335K +11,410 +13%
FHA
185
First Horizon Advisors
Tennessee
$2.85M -$1.19M -40,611 -29%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$2.83M +$1.89M +64,322 +199%
HighTower Advisors
187
HighTower Advisors
Illinois
$2.8M +$47.3K +1,612 +2%
APA
188
Astoria Portfolio Advisors
New York
$2.76M -$112K -3,812 -4%
CFGS
189
Concourse Financial Group Securities
Alabama
$2.76M +$947K +32,258 +52%
SCA
190
STALEY CAPITAL ADVISERS
Pennsylvania
$2.72M -$840K -28,600 -24%
SPC
191
Sigma Planning Corp
Michigan
$2.71M -$104K -3,543 -4%
HPC
192
HM Payson & Co
Maine
$2.7M
Corient Private Wealth
193
Corient Private Wealth
Florida
$2.69M +$1.94M +66,182 +260%
Citadel Advisors
194
Citadel Advisors
Florida
$2.67M -$2.58M -87,781 -49%
CPRC
195
Consolidated Portfolio Review Corp
New York
$2.67M +$97.8K +3,329 +4%
MIA
196
MainStreet Investment Advisors
Illinois
$2.66M -$235K -8,003 -8%
AWM
197
Apollon Wealth Management
South Carolina
$2.61M +$226K +7,712 +9%
AI
198
Atria Investments
North Carolina
$2.59M -$6.57M -223,590 -72%
WT
199
Whittier Trust
California
$2.59M -$62.1K -2,113 -2%
ZIM
200
Zacks Investment Management
Illinois
$2.57M -$80.2K -2,732 -3%