We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

59 hedge funds and large institutions have $194M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

5% more funds holding

Funds holding: 5659 (+3)

4% less capital invested

Capital invested by funds: $203M → $194M (-$8.3M)

2.84% less ownership

Funds ownership: 44.03%41.19% (-2.8%)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$719K
AB
27
AT Bancorp
Iowa
$713K +$716K +20,888 New
WT
28
Whittier Trust
California
$650K -$64.6K -1,885 -9%
KFS
29
KMS Financial Services
Washington
$630K -$31.8K -928 -5%
PI
30
Placemark Investments
Illinois
$488K -$31.8K -928 -6%
Stifel Financial
31
Stifel Financial
Missouri
$485K +$487K +14,208 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$433K +$435K +12,684 New
VFS
33
VSR Financial Services
Kansas
$422K -$126K -3,674 -23%
GC
34
Garde Capital
Washington
$332K
FA
35
FDx Advisors
Illinois
$311K
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$311K
Comerica Bank
37
Comerica Bank
Texas
$296K +$297K +8,663 New
State Street
38
State Street
Massachusetts
$285K +$286K +8,348 New
CAL
39
Capital Advisors Ltd
Ohio
$242K
Citigroup
40
Citigroup
New York
$238K +$3.05K +89 +1%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$238K +$29.1K +848 +14%
CHAM
42
Clear Harbor Asset Management
Connecticut
$230K -$13.4K -390 -5%
IH
43
IFC Holdings
Florida
$212K +$212K +6,173 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$204K
BPBT
45
Boston Private Bank & Trust
Massachusetts
$97K
MFS
46
MSI Financial Services
Massachusetts
$97K +$95.1K +2,772 +4,137%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$65K +$63K +1,838 +2,743%
TIM
48
Tortoise Investment Management
New York
$61K
CFSG
49
Community Financial Services Group
Vermont
$57K
Deutsche Bank
50
Deutsche Bank
Germany
$53K