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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
FAIM
201
Financial Advocates Investment Management
Washington
$2.47M -$541K -18,372 -18%
TPW
202
Transatlantique Private Wealth
New York
$2.42M -$183K -6,227 -7%
DCM
203
DGS Capital Management
New Jersey
$2.41M +$63.5K +2,156 +3%
WFAG
204
Wescott Financial Advisory Group
Pennsylvania
$2.39M -$1.11M -37,855 -32%
ATC
205
Argent Trust Co
Tennessee
$2.38M -$3.33M -113,195 -59%
APA
206
Astoria Portfolio Advisors
New York
$2.31M -$485K -16,487 -18%
GAM
207
Gould Asset Management
California
$2.29M +$53.7K +1,825 +2%
GVAG
208
Great Valley Advisor Group
Delaware
$2.26M -$59.6K -2,024 -3%
RFO
209
RiverGlades Family Offices
Florida
$2.24M -$29.4K -1,000 -1%
CW
210
Channel Wealth
California
$2.19M -$22.8K -776 -1%
DC
211
Davenport & Co
Virginia
$2.18M +$1.22M +41,320 +129%
LFG
212
Larson Financial Group
Missouri
$2.16M -$77.5K -2,632 -4%
WWS
213
Wellington Wealth Strategies
Indiana
$2.16M +$2.13M +72,409 New
PAS
214
Park Avenue Securities
New York
$2.15M +$1.14M +38,588 +114%
LFA
215
Laraway Financial Advisors
Minnesota
$2.13M -$87.2K -2,963 -4%
JCM
216
Jacobi Capital Management
Pennsylvania
$2.1M -$15K -511 -0.7%
GM
217
GeoWealth Management
Illinois
$2.1M -$91.3K -3,101 -4%
MA
218
Mutual Advisors
Nebraska
$2.04M +$139K +4,728 +7%
CA
219
CSM Advisors
Pennsylvania
$2.03M -$285K -9,700 -12%
NRA
220
NSI Retail Advisors
Pennsylvania
$2.03M -$285K -9,700 -12%
AWM
221
Apollon Wealth Management
South Carolina
$2M -$641K -21,775 -24%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$1.99M -$157K -5,346 -7%
BFM
223
Boston Financial Management
Massachusetts
$1.96M -$1.56M -52,932 -45%
BBA
224
BLB&B Advisors
Pennsylvania
$1.94M -$553K -18,799 -22%
RWM
225
Rockwood Wealth Management
Pennsylvania
$1.94M -$165K -5,601 -8%