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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

223 hedge funds and large institutions have $2.98B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 63

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more capital invested

Capital invested by funds: $2.57B → $2.98B (+$408M)

6% more funds holding

Funds holding: 211223 (+12)

1.43% less ownership

Funds ownership: 80.28%78.85% (-1.4%)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
5.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
39
Increased
89
Reduced
63
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$18M -$550K -16,521 -3%
WI
27
WrapManager Inc
California
$17.7M +$3.76M +112,951 +27%
Barclays
28
Barclays
United Kingdom
$16.7M +$16.7M +500,000 +561,798%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$15.4M -$3.29M -98,851 -18%
CIM
30
Confluence Investment Management
Missouri
$14.1M -$349K -10,485 -2%
PI
31
PFS Investments
Georgia
$13.9M +$3.59M +107,822 +35%
LPT
32
Legacy Private Trust
Wisconsin
$11.7M +$3.24M +97,111 +38%
WAAG
33
Wealth Alliance Advisory Group
Kansas
$10.9M +$363K +10,909 +3%
BA
34
Boston Advisors
Massachusetts
$10.5M +$493K +14,809 +5%
DPIM
35
Duff & Phelps Investment Management
Illinois
$10.3M +$66.6K +2,000 +0.7%
CCA
36
Conservest Capital Advisors
Pennsylvania
$9.22M -$623K -18,710 -6%
CCT
37
Country Club Trust
Missouri
$9.06M +$743K +22,293 +9%
CAL
38
Capital Analysts LLC
Pennsylvania
$8.14M +$8.14M +244,339 New
BBA
39
BLB&B Advisors
Pennsylvania
$7.6M -$154K -4,634 -2%
ACM
40
AlphaStar Capital Management
North Carolina
$7.54M +$3.06M +91,724 +68%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$7.4M +$1.25M +37,483 +20%
Ameriprise
42
Ameriprise
Minnesota
$7.39M -$169K -5,066 -2%
DCM
43
DeGreen Capital Management
Arizona
$7.03M +$7.04M +211,198 New
OAM
44
Occidental Asset Management
California
$6.96M +$6.41M +192,566 +1,163%
SRSA
45
S.R. Schill & Associates
Washington
$6.39M -$6.77M -203,176 -51%
RA
46
RFG Advisory
Alabama
$6.05M -$13.3K -398 -0.2%
PA
47
Probity Advisors
Texas
$5.62M +$66.3K +1,989 +1%
ACM
48
Advisors Capital Management
New Jersey
$5.31M +$382K +11,462 +8%
JSL
49
JT Stratford LLC
Georgia
$5.01M +$105K +3,150 +2%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$4.89M +$3.88M +116,593 +385%