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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
WIP
201
Wellesley Investment Partners
Massachusetts
$864K -$136K -4,373 -14%
FEG
202
Financial Enhancement Group
Indiana
$850K -$229K -7,376 -21%
TSS
203
Two Sigma Securities
New York
$842K -$233K -7,509 -22%
OFG
204
OTA Financial Group
New York
$842K +$834K +26,892 New
SCM
205
Stonehearth Capital Management
Massachusetts
$836K -$54K -1,742 -6%
3F
206
360 Financial
Minnesota
$834K +$621K +20,036 +304%
CAN
207
Cetera Advisor Networks
California
$833K +$267K +8,612 +48%
CGFA
208
Colton Groome Financial Advisors
North Carolina
$816K -$16.9K -544 -2%
SCA
209
Stillwater Capital Advisors
Pennsylvania
$786K +$46.5K +1,500 +6%
KMWM
210
Keudell/Morrison Wealth Management
Oregon
$781K -$287K -9,253 -27%
SFG
211
SNS Financial Group
Minnesota
$769K -$31.8K -1,026 -4%
RCA
212
Ranch Capital Advisors
Florida
$759K +$96.5K +3,114 +15%
HKAM
213
Horizon Kinetics Asset Management
New York
$752K
PP
214
PrairieView Partners
Minnesota
$742K -$41.5K -1,339 -5%
JCM
215
Jacobi Capital Management
Pennsylvania
$729K +$130K +4,206 +22%
CIC
216
Chilton Investment Company
Connecticut
$713K +$705K +22,752 New
RJT
217
Raymond James Trust
Florida
$695K +$55.4K +1,788 +9%
SWM
218
SeaCrest Wealth Management
New York
$670K -$12.8K -412 -2%
Citigroup
219
Citigroup
New York
$662K -$164K -5,275 -20%
CC
220
Courier Capital
New York
$658K -$6.36K -205 -1%
B
221
Bailard
California
$651K -$561K -18,110 -47%
CIA
222
Compass Ion Advisors
Pennsylvania
$651K +$353K +11,392 +121%
EWM
223
Endurance Wealth Management
Rhode Island
$631K
Creative Planning
224
Creative Planning
Kansas
$631K +$50.3K +1,621 +9%
ATC
225
Argent Trust Co
Tennessee
$626K