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
Creative Planning
1
Creative Planning
Kansas
$723M +$93.8M +3,186,219 +15%
Morgan Stanley
2
Morgan Stanley
New York
$311M +$117M +3,969,510 +61%
JP Morgan Chase
3
JP Morgan Chase
New York
$238M +$228M +7,744,339 +3,095%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M +$8.8M +299,161 +5%
VA
5
Valmark Advisers
Ohio
$167M +$8.68M +294,773 +6%
Bank of America
6
Bank of America
North Carolina
$161M -$19.9M -676,977 -11%
LPL Financial
7
LPL Financial
California
$152M +$15.9M +541,709 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$102M -$2.9M -98,684 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$91.1M -$1.43M -48,668 -2%
State Street
10
State Street
Massachusetts
$78M +$4.34M +147,530 +6%
HNB
11
Huntington National Bank
Ohio
$75.5M
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$66.1M -$6.02M -204,628 -8%
RIG
13
RiverFront Investment Group
Virginia
$65.9M -$1.32M -44,924 -2%
Wells Fargo
14
Wells Fargo
California
$64.8M +$8.26M +280,544 +15%
Renaissance Technologies
15
Renaissance Technologies
New York
$62.4M +$47M +1,597,900 +322%
UBS Group
16
UBS Group
Switzerland
$62M -$52.4M -1,780,739 -46%
DWM
17
Destination Wealth Management
California
$61.3M -$43.1M -1,464,862 -42%
LGWM
18
Litman Gregory Wealth Management
California
$57.8M -$4.98M -169,273 -8%
Goldman Sachs
19
Goldman Sachs
New York
$56.2M -$8.16M -277,238 -13%
AWMS
20
Advocacy Wealth Management Services
Georgia
$51.4M -$53.9M -1,833,107 -51%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$51M +$2.28M +77,514 +5%
TC
22
TownSquare Capital
Utah
$49.7M -$3.47M -118,036 -7%
MA
23
MCF Advisors
Kentucky
$48.1M +$1.27M +43,148 +3%
Ameriprise
24
Ameriprise
Minnesota
$46.6M -$4.7M -159,600 -9%
AC
25
Allstate Corporation
Illinois
$46.2M -$15.3M -521,140 -25%