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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

56 hedge funds and large institutions have $203M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

3% less funds holding

Funds holding: 5856 (-2)

5.62% less ownership

Funds ownership: 49.65%44.03% (-5.6%)

13% less capital invested

Capital invested by funds: $233M → $203M (-$30.7M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$726K -$99.4K -2,905 -12%
WT
27
Whittier Trust
California
$721K +$459K +13,412 +178%
LPL Financial
28
LPL Financial
California
$715K -$146K -4,255 -17%
KFS
29
KMS Financial Services
Washington
$668K +$177K +5,177 +36%
VFS
30
VSR Financial Services
Kansas
$553K +$122K +3,555 +28%
PI
31
Placemark Investments
Illinois
$524K +$183K +5,359 +54%
GC
32
Garde Capital
Washington
$335K +$332K +9,716 New
FA
33
FDx Advisors
Illinois
$314K
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$314K
SB
35
Suntrust Banks
Georgia
$305K +$76.6K +2,239 +34%
CHAM
36
Clear Harbor Asset Management
Connecticut
$246K
CAL
37
Capital Advisors Ltd
Ohio
$245K
Citigroup
38
Citigroup
New York
$238K +$78.2K +2,286 +50%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$211K +$210K +6,137 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$206K -$5.13K -150 -2%
Ameriprise
41
Ameriprise
Minnesota
$166K -$449K -13,127 -73%
BPBT
42
Boston Private Bank & Trust
Massachusetts
$98K
BIT
43
BlackRock Institutional Trust
California
$65K +$65K +1,900 New
TIM
44
Tortoise Investment Management
New York
$62K
CFSG
45
Community Financial Services Group
Vermont
$58K
Deutsche Bank
46
Deutsche Bank
Germany
$54K
CFS
47
Community Financial System
New York
$52K +$855 +25 +2%
MA
48
MUFG Americas
New York
$21K
PFG
49
Piershale Financial Group
Illinois
$12K
BFEC
50
Benjamin F. Edwards & Company
Missouri
$6K -$7.83K -229 -56%