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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
Creative Planning
1
Creative Planning
Kansas
$619M +$117M +3,986,293 +23%
Charles Schwab
2
Charles Schwab
California
$362M +$13.3M +452,405 +4%
Morgan Stanley
3
Morgan Stanley
New York
$189M -$111M -3,794,701 -37%
Bank of America
4
Bank of America
North Carolina
$179M -$18.6M -632,038 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$163M -$24M -816,069 -13%
VA
6
Valmark Advisers
Ohio
$156M -$10.2K -348 -0%
LPL Financial
7
LPL Financial
California
$134M +$11M +374,040 +9%
UBS Group
8
UBS Group
Switzerland
$113M -$5.95M -202,735 -5%
AWMS
9
Advocacy Wealth Management Services
Georgia
$104M +$4.98M +169,454 +5%
DWM
10
Destination Wealth Management
California
$103M +$2.74M +93,134 +3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$103M +$4.37M +148,681 +4%
Fisher Asset Management
12
Fisher Asset Management
Washington
$91.2M +$4.42M +150,467 +5%
HNB
13
Huntington National Bank
Ohio
$74.7M
State Street
14
State Street
Massachusetts
$72.4M +$869K +29,580 +1%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$71.1M +$71.2M +2,424,297 New
RIG
16
RiverFront Investment Group
Virginia
$66.2M -$3.02M -102,790 -4%
Goldman Sachs
17
Goldman Sachs
New York
$63.5M -$31.1M -1,058,503 -33%
LGWM
18
Litman Gregory Wealth Management
California
$61.9M -$2.31M -78,675 -4%
AC
19
Allstate Corporation
Illinois
$60.8M +$7.24M +246,370 +13%
OC
20
Oakworth Capital
Alabama
$57.5M -$3.71M -126,342 -6%
Wells Fargo
21
Wells Fargo
California
$55.6M -$49.4M -1,680,793 -47%
TC
22
TownSquare Capital
Utah
$52.4M +$2.58M +87,761 +5%
Ameriprise
23
Ameriprise
Minnesota
$50.5M -$7.24M -246,665 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$50.4M -$2.61M -88,894 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$47.9M +$1.33M +45,397 +3%