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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

211 hedge funds and large institutions have $2.57B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

5.35% more ownership

Funds ownership: 74.93%80.28% (+5.4%)

3% more funds holding

Funds holding: 205211 (+6)

3% more capital invested

Capital invested by funds: $2.5B → $2.57B (+$68.3M)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
38
Increased
90
Reduced
54
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$3.66M +$3.44M +103,488 +1,588%
SS
52
Simplicity Solutions
Minnesota
$3.2M +$3.2M +96,108 New
CIAS
53
Capital Investment Advisory Services
North Carolina
$3.14M +$534K +16,040 +21%
WCM
54
Windsor Capital Management
Arizona
$2.9M +$401K +12,046 +16%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$2.87M +$999K +30,013 +53%
MWA
56
MFA Wealth Advisors
Pennsylvania
$2.72M +$10K +302 +0.4%
TCM
57
Towercrest Capital Management
Pennsylvania
$2.66M +$1.93M +57,985 +264%
HPC
58
HM Payson & Co
Maine
$2.56M
AF
59
Advisornet Financial
Minnesota
$2.55M -$699K -21,021 -22%
NCMW
60
Northern Capital Management (Wisconsin)
Wisconsin
$2.38M -$1.73M -52,010 -42%
NA
61
Nottingham Advisors
New York
$2.36M +$22.8K +685 +1%
GC
62
Gilbert & Cook
Iowa
$2.33M -$116K -3,492 -5%
AG
63
Advisor Group
Arizona
$2.15M +$114K +3,439 +6%
SAM
64
Strategy Asset Managers
California
$2.14M -$477K -14,336 -18%
ACP
65
Aveo Capital Partners
Colorado
$2.13M +$2.13M +64,031 New
Goldman Sachs
66
Goldman Sachs
New York
$2.13M +$1.89M +56,804 +791%
SP
67
SWS Partners
Ohio
$2.05M +$226K +6,781 +12%
Stifel Financial
68
Stifel Financial
Missouri
$1.97M -$55.1K -1,655 -3%
BHB
69
Bank Hapoalim BM
Israel
$1.87M
AWMG
70
Alliance Wealth Management Group
New Jersey
$1.86M +$42.4K +1,274 +2%
AA
71
Advisory Alpha
Michigan
$1.74M +$1.73M +52,137 New
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$1.58M -$2.34M -70,183 -60%
RJT
73
Raymond James Trust
Florida
$1.56M +$67.6K +2,032 +5%
VIM
74
Vista Investment Management
Pennsylvania
$1.54M -$3.56K -107 -0.2%
ASN
75
Advisory Services Network
Georgia
$1.53M +$229K +6,897 +18%