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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

121 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

15% more capital invested

Capital invested by funds: $1.01B → $1.16B (+$150M)

12% more funds holding

Funds holding: 108121 (+13)

1.17% more ownership

Funds ownership: 65.9%67.07% (+1.2%)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
30
Increased
48
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$1.75M +$1.77M +51,669 New
HPWM
52
Highland Private Wealth Management
Washington
$1.68M +$188K +5,490 +12%
PVH
53
Psagot Value Holdings
Israel
$1.67M +$37.7K +1,100 +2%
AB
54
AT Bancorp
Iowa
$1.63M +$417K +12,168 +34%
CAM
55
Capstone Asset Management
Texas
$1.5M -$46K -1,343 -3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.48M +$1.23M +35,804 +458%
PFM
57
Phillips Financial Management
Indiana
$1.3M +$13.6K +398 +1%
AIM
58
Advantage Investment Management
Iowa
$1.24M +$1.25M +36,619 New
PAG
59
Private Advisor Group
New Jersey
$1.2M +$477K +13,914 +65%
EWM
60
Empirical Wealth Management
Washington
$1.15M +$67.9K +1,981 +6%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.15M -$511K -14,901 -31%
DWM
62
Destination Wealth Management
California
$1.07M +$165K +4,827 +18%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$998K +$239K +6,979 +31%
Stifel Financial
64
Stifel Financial
Missouri
$954K +$964K +28,147 New
OMC
65
Old Mission Capital
Illinois
$924K +$933K +27,241 New
LPT
66
Legacy Private Trust
Wisconsin
$795K
UCFA
67
United Capital Financial Advisors
Texas
$703K +$711K +20,742 New
NB
68
NBT Bank
New York
$699K -$481K -14,051 -41%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$675K
IA
70
IFP Advisors
Florida
$658K +$90.1K +2,630 +16%
FM
71
Foster & Motley
Ohio
$607K +$257K +7,500 +72%
AIM
72
Acropolis Investment Management
Missouri
$546K
KeyBank National Association
73
KeyBank National Association
Ohio
$499K -$306K -8,935 -38%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$488K -$145K -4,237 -23%
BTS
75
BB&T Securities
Virginia
$430K