We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

274 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$394M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 266274 (+8)

1.04% more ownership

Funds ownership: 82.96%84% (+1%)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
5.95%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
36
Increased
121
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$66K +$4.53K +132 +8%
EK
227
Evensky & Katz
Florida
$63K -$575K -16,771 -90%
JP Morgan Chase
228
JP Morgan Chase
New York
$59K
AIM
229
Astor Investment Management
Illinois
$55K +$54.7K +1,596 New
PCP
230
Proficio Capital Partners
Massachusetts
$51K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$48K
LDFR
232
Lehman & Derafelo Financial Resources
Pennsylvania
$46K
MAM
233
Marquette Asset Management
Minnesota
$46K
JHCP
234
Jackson Hole Capital Partners
Oklahoma
$45K +$44.1K +1,286 New
GSC
235
G&S Capital
Colorado
$44K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$42K
PGAM
237
Princeton Global Asset Management
New Jersey
$42K
AIM
238
Anchor Investment Management
South Carolina
$39.2K
NFG
239
Next Financial Group
Texas
$36K +$35K +1,020 New
SIC
240
Salem Investment Counselors
North Carolina
$35K +$34.3K +1,000 New
CB
241
Community Bank
New York
$23K
GTAM
242
Global Trust Asset Management
Florida
$23K +$15.4K +450 +220%
JCM
243
Jacobi Capital Management
Pennsylvania
$18K +$18K +524 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$17K
EWM
245
Executive Wealth Management
Michigan
$15K -$4.49K -131 -24%
AOWM
246
Alpha Omega Wealth Management
Virginia
$15K
Northern Trust
247
Northern Trust
Illinois
$14K +$961K +28,030 +266%
PB
248
Pinnacle Bancorp
Nebraska
$13K
BlackRock
249
BlackRock
New York
$12K +$206 +6 +2%
GWMIA
250
Global Wealth Management Investment Advisory
Florida
$11K -$14K -409 -56%