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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

108 hedge funds and large institutions have $1.01B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $873M → $1.01B (+$138M)

6% more funds holding

Funds holding: 102108 (+6)

1.5% more ownership

Funds ownership: 64.4%65.9% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
43
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
51
Eagle Ridge Investment Management
Connecticut
$1.13M +$235K +6,750 +27%
EWM
52
Empirical Wealth Management
Washington
$1.11M
SMM
53
Stadion Money Management
Georgia
$970K +$969K +27,799 New
DWM
54
Destination Wealth Management
California
$938K
Betterment LLC
55
Betterment LLC
New York
$908K +$212K +6,081 +31%
ASN
56
Advisory Services Network
Georgia
$876K
FAAS
57
First Allied Advisory Services
California
$870K -$710K -20,353 -45%
CGH
58
Crossmark Global Holdings
Texas
$855K +$864K +24,772 New
KeyBank National Association
59
KeyBank National Association
Ohio
$826K +$825K +23,647 New
LPT
60
Legacy Private Trust
Wisconsin
$819K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$783K -$22.8K -655 -3%
PAG
62
Private Advisor Group
New Jersey
$745K -$298K -8,546 -28%
HIIFS
63
Harel Insurance Investments & Financial Services
Israel
$697K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$650K +$81.2K +2,328 +14%
HighTower Advisors
65
HighTower Advisors
Illinois
$623K +$256K +7,330 +70%
IA
66
IFP Advisors
Florida
$585K +$98.2K +2,817 +20%
AIM
67
Acropolis Investment Management
Missouri
$562K
RFC
68
Regions Financial Corp
Alabama
$555K +$10.8K +310 +2%
GC
69
Garde Capital
Washington
$487K +$155K +4,456 +45%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$456K +$455K +13,051 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$443K +$442K +12,680 New
WT
72
Whittier Trust
California
$438K
BTS
73
BB&T Securities
Virginia
$430K +$9.97K +286 +2%
MFS
74
MSI Financial Services
Massachusetts
$400K +$36K +1,033 +10%
FM
75
Foster & Motley
Ohio
$363K +$80.6K +2,312 +29%