We are live on ! Find out more
SPSB icon

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
SPIA
176
Steward Partners Investment Advisory
New York
$2.99M -$1.65M -56,157 -36%
AI
177
Atria Investments
North Carolina
$2.97M +$331K +11,231 +13%
PWG
178
Portside Wealth Group
Utah
$2.97M -$295K -10,036 -9%
CFGS
179
Concourse Financial Group Securities
Alabama
$2.95M +$154K +5,222 +6%
CW
180
Connectus Wealth
Ohio
$2.95M -$13.9M -473,323 -83%
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
$2.93M +$635K +21,580 +28%
OGF
182
Orin Green Financial
California
$2.91M -$3.85K -131 -0.1%
GC
183
Guggenheim Capital
Illinois
$2.9M +$796K +27,033 +38%
EH
184
Equitable Holdings
New York
$2.87M +$549K +18,640 +24%
AWS
185
Atria Wealth Solutions
New York
$2.84M -$170K -5,787 -6%
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$2.83M +$73.6K +2,500 +3%
ATFA
187
All Terrain Financial Advisors
Minnesota
$2.82M -$145K -4,917 -5%
CPRC
188
Consolidated Portfolio Review Corp
New York
$2.8M +$87.5K +2,973 +3%
ECA
189
Elevated Capital Advisors
Utah
$2.77M -$389K -13,203 -12%
HPC
190
HM Payson & Co
Maine
$2.74M
NFG
191
Nations Financial Group
Iowa
$2.7M -$290K -9,838 -10%
WT
192
Whittier Trust
California
$2.67M +$39.6K +1,347 +2%
AAS
193
Ameritas Advisory Services
Nebraska
$2.65M -$534K -18,162 -17%
WPWM
194
Windward Private Wealth Management
Kansas
$2.6M -$1.99M -67,739 -44%
GIA
195
Gladstone Institutional Advisory
Florida
$2.6M +$35.8K +1,215 +1%
LWMG
196
Levy Wealth Management Group
Pennsylvania
$2.6M +$198K +6,735 +8%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$165K +5,592 +7%
ZIM
198
Zacks Investment Management
Illinois
$2.54M -$66.2K -2,250 -3%
PPW
199
Parcion Private Wealth
Washington
$2.51M -$2.42M -82,374 -49%
FHA
200
First Horizon Advisors
Tennessee
$2.47M -$412K -14,016 -14%