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State Street SPDR Portfolio Short Term Corporate Bond ETF

568 hedge funds and large institutions have $7.42B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 219 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 37

33% more capital invested

Capital invested by funds: $5.56B → $7.42B (+$1.86B)

29% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 170

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

8% more funds holding

Funds holding: 528568 (+40)

3.73% more ownership

Funds ownership: 70.95%74.68% (+3.7%)

Holders
568
Holders Change
+40
Holders Change %
+7.58%
% of All Funds
7.48%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.58%
New
86
Increased
219
Reduced
170
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.21B +$97.9M +3,267,771 +9%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.15B -$20.9K -696 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.12B +$553M +18,467,267 +97%
VA
4
Valmark Advisers
Ohio
$224M +$3.56M +118,706 +2%
LPL Financial
5
LPL Financial
California
$169M +$8.54M +284,982 +5%
Morgan Stanley
6
Morgan Stanley
New York
$154M +$26.5M +885,193 +21%
Bank of America
7
Bank of America
North Carolina
$148M -$1.76M -58,573 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$119M -$3.1M -103,597 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$116M +$5.84M +194,695 +5%
State Street
10
State Street
Massachusetts
$103M -$887K -29,603 -0.9%
HNB
11
Huntington National Bank
Ohio
$81M
Wells Fargo
12
Wells Fargo
California
$75.3M +$11.7M +391,684 +18%
AA
13
Advisory Alpha
Michigan
$71.7M +$1.78M +59,516 +3%
MA
14
MCF Advisors
Kentucky
$70.8M +$10.7M +358,446 +18%
Goldman Sachs
15
Goldman Sachs
New York
$62.8M +$1.73M +57,626 +3%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$55.9M -$973K -32,452 -2%
RWM
17
Rockwood Wealth Management
Pennsylvania
$53.5M +$51.7M +1,726,599 +2,688%
Renaissance Technologies
18
Renaissance Technologies
New York
$53.1M -$11.1M -371,700 -17%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$49.3M +$2.34M +78,116 +5%
Mariner
20
Mariner
Kansas
$49M -$3.82M -127,368 -7%
DWM
21
Destination Wealth Management
California
$48M +$174K +5,796 +0.4%
RA
22
Rodgers & Associates
Pennsylvania
$46.9M +$2.24M +74,830 +5%
UBS Group
23
UBS Group
Switzerland
$44.6M -$381K -12,722 -0.8%
TC
24
TownSquare Capital
Utah
$44.5M +$14.1M +470,353 +46%
Fisher Asset Management
25
Fisher Asset Management
Washington
$43.3M -$4.18M -139,549 -9%