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State Street SPDR Portfolio Short Term Corporate Bond ETF

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68%75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 568550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.3B +$85.4M +2,852,094 +7%
JP Morgan Chase
2
JP Morgan Chase
New York
$754M -$376M -12,541,290 -33%
VA
3
Valmark Advisers
Ohio
$233M +$7.38M +246,234 +3%
LPL Financial
4
LPL Financial
California
$212M +$41.3M +1,379,249 +24%
Morgan Stanley
5
Morgan Stanley
New York
$190M +$34.9M +1,164,110 +23%
Bank of America
6
Bank of America
North Carolina
$148M -$1.52M -50,865 -1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$124M +$7M +233,609 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$119M -$1.69M -56,306 -1%
AA
9
Advisory Alpha
Michigan
$115M +$43M +1,434,399 +60%
Renaissance Technologies
10
Renaissance Technologies
New York
$110M +$56M +1,869,400 +105%
State Street
11
State Street
Massachusetts
$96.5M -$7.31M -244,033 -7%
HNB
12
Huntington National Bank
Ohio
$88.1M
Wells Fargo
13
Wells Fargo
California
$70.9M -$5.01M -167,168 -7%
MA
14
MCF Advisors
Kentucky
$70.2M -$1.22M -40,667 -2%
RWM
15
Rockwood Wealth Management
Pennsylvania
$59.4M +$5.49M +183,130 +10%
Goldman Sachs
16
Goldman Sachs
New York
$56.5M -$6.76M -225,491 -11%
UBS Group
17
UBS Group
Switzerland
$56.4M +$11.4M +380,183 +25%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$56.2M -$118K -3,951 -0.2%
Mariner
19
Mariner
Kansas
$51.5M +$2.06M +68,873 +4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$48.3M -$1.35M -45,122 -3%
DWM
21
Destination Wealth Management
California
$48.2M -$233K -7,775 -0.5%
RA
22
Rodgers & Associates
Pennsylvania
$48.1M +$791K +26,400 +2%
TC
23
TownSquare Capital
Utah
$46.1M +$1.18M +39,243 +3%
Ameriprise
24
Ameriprise
Minnesota
$44.5M +$4.86M +162,239 +12%
Fisher Asset Management
25
Fisher Asset Management
Washington
$43.8M +$155K +5,166 +0.4%