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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

211 hedge funds and large institutions have $2.57B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

5.35% more ownership

Funds ownership: 74.93%80.28% (+5.4%)

3% more funds holding

Funds holding: 205211 (+6)

3% more capital invested

Capital invested by funds: $2.5B → $2.57B (+$68.3M)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
38
Increased
90
Reduced
54
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$14.5M -$456K -13,712 -3%
WI
27
WrapManager Inc
California
$13.9M -$5.05M -151,912 -27%
SRSA
28
S.R. Schill & Associates
Washington
$13.2M -$492K -14,778 -4%
WAAG
29
Wealth Alliance Advisory Group
Kansas
$10.5M +$227K +6,816 +2%
PI
30
PFS Investments
Georgia
$10.3M +$3.52M +105,906 +52%
DPIM
31
Duff & Phelps Investment Management
Illinois
$10.2M +$83.2K +2,500 +0.8%
BA
32
Boston Advisors
Massachusetts
$9.96M -$243K -7,316 -2%
CCA
33
Conservest Capital Advisors
Pennsylvania
$9.84M +$9.84M +295,666 New
LPT
34
Legacy Private Trust
Wisconsin
$8.43M -$4.49M -135,050 -35%
CCT
35
Country Club Trust
Missouri
$8.31M +$1.72M +51,707 +26%
BBA
36
BLB&B Advisors
Pennsylvania
$7.75M -$60.2K -1,808 -0.8%
Ameriprise
37
Ameriprise
Minnesota
$7.6M +$535K +16,091 +8%
WIP
38
Wellesley Investment Partners
Massachusetts
$6.82M +$234K +7,022 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$6.15M -$125K -3,754 -2%
RA
40
RFG Advisory
Alabama
$6.06M +$1.36M +40,982 +29%
PTC
41
Philadelphia Trust Company
Pennsylvania
$5.58M -$256K -7,700 -4%
PA
42
Probity Advisors
Texas
$5.55M +$117K +3,506 +2%
ACM
43
Advisors Capital Management
New Jersey
$4.93M +$4.92M +147,958 New
JSL
44
JT Stratford LLC
Georgia
$4.9M +$1.74M +52,398 +55%
ACM
45
AlphaStar Capital Management
North Carolina
$4.48M +$2.47M +74,364 +123%
WCA
46
Westover Capital Advisors
Delaware
$4.26M +$175K +5,252 +4%
FWP
47
FAS Wealth Partners
Kansas
$3.95M -$60.5K -1,819 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.85M +$1.14M +34,280 +42%
MNG
49
Manning & Napier Group
New York
$3.77M
CM
50
Cornerstone Management
Georgia
$3.77M +$380K +11,412 +11%