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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

102 hedge funds and large institutions have $873M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

10% more funds holding

Funds holding: 93102 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $875M → $873M (-$2.33M)

4.93% less ownership

Funds ownership: 69.33%64.4% (-4.9%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
35
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
51
Highland Private Wealth Management
Washington
$975K +$261K +7,575 +37%
DWM
52
Destination Wealth Management
California
$938K
ERIM
53
Eagle Ridge Investment Management
Connecticut
$889K +$877K +25,471 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$887K +$385K +11,188 +79%
ASN
55
Advisory Services Network
Georgia
$875K +$863K +25,076 +626,900%
LPT
56
Legacy Private Trust
Wisconsin
$818K
BCM
57
Brookstone Capital Management
Illinois
$814K +$803K +23,325 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$806K -$50.3K -1,462 -6%
RIG
59
Roosevelt Investment Group
New York
$805K +$145K +4,211 +22%
HIIFS
60
Harel Insurance Investments & Financial Services
Israel
$786K
Betterment LLC
61
Betterment LLC
New York
$695K +$65.7K +1,907 +11%
PFG
62
Pacific Financial Group
Washington
$612K +$604K +17,552 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$569K +$15.8K +460 +3%
AIM
64
Acropolis Investment Management
Missouri
$562K
RFC
65
Regions Financial Corp
Alabama
$544K -$82.8K -2,405 -13%
IA
66
IFP Advisors
Florida
$487K -$303K -8,791 -39%
WT
67
Whittier Trust
California
$438K -$25.8K -750 -6%
BTS
68
BB&T Securities
Virginia
$419K +$34 +1 +0%
HighTower Advisors
69
HighTower Advisors
Illinois
$368K +$9.43K +274 +3%
MFS
70
MSI Financial Services
Massachusetts
$364K +$49.5K +1,438 +16%
GC
71
Garde Capital
Washington
$345K -$110K -3,190 -24%
CAL
72
Capital Advisors Ltd
Ohio
$323K +$99.9K +2,900 +46%
APCM
73
Alaska Permanent Capital Management
Alaska
$307K +$303K +8,800 New
VKH
74
Virtu KCG Holdings
New York
$286K -$795K -23,087 -74%
FM
75
Foster & Motley
Ohio
$282K -$187K -5,418 -40%