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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

63 hedge funds and large institutions have $229M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $194M → $229M (+$34.4M)

7% more funds holding

Funds holding: 5963 (+4)

2.41% more ownership

Funds ownership: 41.19%43.6% (+2.4%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
18
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$1M +$52.3K +1,527 +5%
AB
27
AT Bancorp
Iowa
$1M +$286K +8,360 +40%
LPT
28
Legacy Private Trust
Wisconsin
$826K -$12K -350 -1%
AIM
29
Acropolis Investment Management
Missouri
$795K
Comerica Bank
30
Comerica Bank
Texas
$624K +$328K +9,573 +111%
ACM
31
Argentus Capital Management
Texas
$601K +$602K +17,572 New
WT
32
Whittier Trust
California
$576K -$75.2K -2,195 -12%
Ameriprise
33
Ameriprise
Minnesota
$406K -$1.12M -32,769 -73%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$394K +$155K +4,529 +65%
GC
35
Garde Capital
Washington
$327K -$4.86K -142 -1%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$310K +$106K +3,098 +52%
HighTower Advisors
37
HighTower Advisors
Illinois
$300K -$421K -12,282 -58%
CAL
38
Capital Advisors Ltd
Ohio
$243K
State Street
39
State Street
Massachusetts
$234K -$51.1K -1,491 -18%
Citigroup
40
Citigroup
New York
$232K -$6.47K -189 -3%
CHAM
41
Clear Harbor Asset Management
Connecticut
$231K
FM
42
Foster & Motley
Ohio
$229K +$229K +6,701 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$227K +$228K +6,656 New
IH
44
IFC Holdings
Florida
$204K -$7.95K -232 -4%
GWA
45
Genesis Wealth Advisors
Massachusetts
$148K +$146K +4,277 New
MFS
46
MSI Financial Services
Massachusetts
$109K +$11.7K +342 +12%
BPBT
47
Boston Private Bank & Trust
Massachusetts
$97K
WTB
48
Washington Trust Bank
Washington
$73K +$72.9K +2,130 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$65K
TIM
50
Tortoise Investment Management
New York
$62K