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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

49 hedge funds and large institutions have $159M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

17% more funds holding

Funds holding: 4249 (+7)

2.57% less ownership

Funds ownership: 42.37%39.8% (-2.6%)

8% less capital invested

Capital invested by funds: $173M → $159M (-$13.6M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$590K +$202K +6,026 +52%
CS
27
Credit Suisse
Switzerland
$521K -$26.6K -793 -5%
VFS
28
VSR Financial Services
Kansas
$360K +$22.5K +671 +7%
FC
29
FCA Corp
Texas
$359K -$10.1K -300 -3%
KFS
30
KMS Financial Services
Washington
$357K +$355K +10,581 New
JP Morgan Chase
31
JP Morgan Chase
New York
$311K -$569K -16,979 -65%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$258K -$54.5K -1,625 -18%
CHAM
33
Clear Harbor Asset Management
Connecticut
$231K +$230K +6,845 New
CWM
34
Concert Wealth Management
California
$214K -$85K -2,534 -28%
PI
35
Placemark Investments
Illinois
$210K +$208K +6,216 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$202K
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$196K
Citigroup
38
Citigroup
New York
$121K -$135K -4,033 -53%
Deutsche Bank
39
Deutsche Bank
Germany
$112K +$77.8K +2,320 +232%
TIM
40
Tortoise Investment Management
New York
$111K -$766K -22,846 -87%
Ameriprise
41
Ameriprise
Minnesota
$109K -$93.6K -2,792 -46%
BPBT
42
Boston Private Bank & Trust
Massachusetts
$103K -$26.3K -785 -20%
CFSG
43
Community Financial Services Group
Vermont
$57K
WT
44
Whittier Trust
California
$45K
MA
45
MUFG Americas
New York
$21K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$19K +$19K +567 New
MFS
47
MSI Financial Services
Massachusetts
$16K -$20.5K -610 -57%
PFG
48
Piershale Financial Group
Illinois
$12K +$11.6K +347 New
Northern Trust
49
Northern Trust
Illinois
$4K
RJFSA
50
Raymond James Financial Services Advisors
Florida
-$1.42M -42,147 Closed