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State Street SPDR Portfolio Short Term Corporate Bond ETF

547 hedge funds and large institutions have $5.96B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 240 increasing their positions, 169 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 169

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

2% less funds holding

Funds holding: 560547 (-13)

3.63% less ownership

Funds ownership: 77.39%73.76% (-3.6%)

9% less capital invested

Capital invested by funds: $6.54B → $5.96B (-$585M)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
547
Holders Change
-13
Holders Change %
-2.32%
% of All Funds
7.18%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.53%
New
49
Increased
240
Reduced
169
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.48B +$103M +3,401,784 +8%
VA
2
Valmark Advisers
Ohio
$254M +$11.3M +373,230 +5%
LPL Financial
3
LPL Financial
California
$240M +$11.6M +384,250 +5%
Morgan Stanley
4
Morgan Stanley
New York
$233M +$5.29M +175,340 +2%
Bank of America
5
Bank of America
North Carolina
$149M +$175K +5,793 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$140M +$22.4M +741,369 +19%
AC
7
Allstate Corporation
Illinois
$133M +$65.8M +2,181,050 +99%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$132M +$17.3M +574,963 +15%
AA
9
Advisory Alpha
Michigan
$128M +$11.8M +389,790 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$118M +$101M +3,357,711 +625%
State Street
11
State Street
Massachusetts
$99.3M -$6.48M -214,834 -6%
HNB
12
Huntington National Bank
Ohio
$98.6M
MA
13
MCF Advisors
Kentucky
$87.5M +$20.9M +691,231 +31%
Wells Fargo
14
Wells Fargo
California
$72.9M +$398K +13,185 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
$65.9M +$11.5M +382,714 +21%
Ameriprise
16
Ameriprise
Minnesota
$65.3M +$3.23M +106,951 +5%
RWM
17
Rockwood Wealth Management
Pennsylvania
$64.6M +$2.69M +89,156 +4%
Renaissance Technologies
18
Renaissance Technologies
New York
$62.8M -$11.8M -391,283 -16%
UBS Group
19
UBS Group
Switzerland
$62.6M +$8.84M +293,050 +17%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$59.8M +$3.12M +103,323 +6%
Mariner
21
Mariner
Kansas
$51.2M -$1.18M -39,199 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$49.2M +$19.8M +655,306 +68%
RA
23
Rodgers & Associates
Pennsylvania
$48.9M +$1.52M +50,270 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$46.3M +$5.6M +185,806 +14%
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$39.7M -$721K -23,904 -2%