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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
TPW
201
Transatlantique Private Wealth
New York
$2.57M +$227K +7,737 +10%
GIA
202
Gladstone Institutional Advisory
Florida
$2.52M -$123K -4,200 -5%
PIMG
203
Patriot Investment Management Group
Tennessee
$2.47M -$364K -12,382 -13%
BBA
204
BLB&B Advisors
Pennsylvania
$2.47M -$6.63M -225,683 -73%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$2.42M -$208K -7,071 -8%
JIR
206
James Investment Research
Ohio
$2.41M
LWMG
207
Levy Wealth Management Group
Pennsylvania
$2.36M -$7.14K -243 -0.3%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2.35M -$375K -12,768 -14%
William Blair & Company
209
William Blair & Company
Illinois
$2.33M -$385K -13,109 -14%
DCM
210
DGS Capital Management
New Jersey
$2.31M +$93.1K +3,171 +4%
GVAG
211
Great Valley Advisor Group
Delaware
$2.29M -$2.44M -83,035 -52%
EH
212
Equitable Holdings
New York
$2.28M +$335K +11,411 +17%
CA
213
CSM Advisors
Pennsylvania
$2.28M -$167K -5,700 -7%
NRA
214
NSI Retail Advisors
Pennsylvania
$2.28M -$167K -5,700 -7%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$2.26M -$289K -9,838 -11%
RFO
216
RiverGlades Family Offices
Florida
$2.24M +$755K +25,705 +51%
LFG
217
Larson Financial Group
Missouri
$2.2M -$108K -3,676 -5%
GAM
218
Gould Asset Management
California
$2.2M +$80.3K +2,735 +4%
LFA
219
Laraway Financial Advisors
Minnesota
$2.19M -$63.6K -2,166 -3%
CW
220
Channel Wealth
California
$2.18M +$115K +3,920 +6%
GM
221
GeoWealth Management
Illinois
$2.16M -$320K -10,893 -13%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$2.12M -$43.2K -1,472 -2%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$2.12M -$136K -4,644 -6%
SAM
224
Simplify Asset Management
Nevada
$2.09M
F4L
225
Fortune 45 LLC
Louisiana
$2.09M +$1.49M +50,872 +249%