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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

93 hedge funds and large institutions have $875M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

60% more capital invested

Capital invested by funds: $546M → $875M (+$329M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11.02% more ownership

Funds ownership: 58.31%69.33% (+11%)

9% more funds holding

Funds holding: 8593 (+8)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
43
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
26
Advocacy Wealth Management Services
Georgia
$4.05M +$3.99M +118,199 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.71M +$778K +23,073 +27%
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$3.28M +$1.43M +42,318 +79%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.26M +$982K +29,138 +44%
Ameriprise
30
Ameriprise
Minnesota
$3.23M -$1.29M -38,245 -29%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.91M +$1.77M +52,555 +163%
BHB
32
Bank Hapoalim BM
Israel
$2.79M
AIG
33
American International Group
New York
$2.63M -$219K -6,497 -8%
BBA
34
BLB&B Advisors
Pennsylvania
$2.3M +$602K +17,861 +36%
HPC
35
HM Payson & Co
Maine
$1.93M +$1.9M +56,318 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$1.83M +$852K +25,277 +90%
AIM
37
Advantage Investment Management
Iowa
$1.71M +$198K +5,873 +13%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.65M +$6.71K +199 +0.4%
Stifel Financial
39
Stifel Financial
Missouri
$1.62M +$931K +27,616 +140%
CAM
40
Capstone Asset Management
Texas
$1.59M +$17.2K +509 +1%
PFM
41
Phillips Financial Management
Indiana
$1.31M +$4.99K +148 +0.4%
NB
42
NBT Bank
New York
$1.24M
EWM
43
Empirical Wealth Management
Washington
$1.14M +$294K +8,730 +36%
VKH
44
Virtu KCG Holdings
New York
$1.07M -$1.21M -35,906 -53%
VFA
45
Voya Financial Advisors
Connecticut
$1.06M +$1.05M +31,004 New
DWM
46
Destination Wealth Management
California
$898K
First Trust Advisors
47
First Trust Advisors
Illinois
$872K +$858K +25,455 New
SB
48
Suntrust Banks
Georgia
$843K +$830K +24,607 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$841K +$141K +4,185 +21%
LPT
50
Legacy Private Trust
Wisconsin
$804K