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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.36B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $1.16B → $1.36B (+$197M)

6% more funds holding

Funds holding: 121128 (+7)

5.7% more ownership

Funds ownership: 67.07%72.77% (+5.7%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
23
Increased
46
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$8.13K +239 +0.4%
Wolverine Trading
52
Wolverine Trading
Illinois
$2.29M -$1.77M -51,933 -44%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$2.2M -$8.04M -236,363 -79%
SB
54
Suntrust Banks
Georgia
$2.2M +$364K +10,698 +20%
HPWM
55
Highland Private Wealth Management
Washington
$2.17M +$478K +14,050 +28%
AG
56
Advisor Group
Arizona
$2.04M +$92.7K +2,726 +5%
IUHSA
57
Itau Unibanco Holding S.A.
Brazil
$2.04M
CAG
58
Crestwood Advisors Group
Massachusetts
$1.98M +$1.97M +57,919 New
HighTower Advisors
59
HighTower Advisors
Illinois
$1.86M +$1.51M +44,507 +440%
SG Americas Securities
60
SG Americas Securities
New York
$1.85M
LFAS
61
Level Four Advisory Services
Texas
$1.8M +$38.6K +1,134 +2%
PVH
62
Psagot Value Holdings
Israel
$1.58M -$101K -2,957 -6%
CAM
63
Capstone Asset Management
Texas
$1.52M +$10.9K +319 +0.7%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.5M +$348K +10,218 +30%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.5M +$12.4K +364 +0.8%
PFM
66
Phillips Financial Management
Indiana
$1.3M -$13.1K -384 -1%
PAG
67
Private Advisor Group
New Jersey
$1.29M +$79.3K +2,331 +7%
RJT
68
Raymond James Trust
Florida
$1.28M +$1.28M +37,561 New
AIM
69
Advantage Investment Management
Iowa
$1.26M +$11.9K +350 +1%
OMC
70
Old Mission Capital
Illinois
$1.26M +$327K +9,621 +35%
AB
71
AT Bancorp
Iowa
$1.21M -$426K -12,516 -26%
DWM
72
Destination Wealth Management
California
$1.03M -$51.3K -1,509 -5%
ASN
73
Advisory Services Network
Georgia
$911K +$908K +26,686 New
EWM
74
Empirical Wealth Management
Washington
$886K -$270K -7,952 -23%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$790K -$213K -6,274 -21%