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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

223 hedge funds and large institutions have $2.98B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 63

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more capital invested

Capital invested by funds: $2.57B → $2.98B (+$408M)

6% more funds holding

Funds holding: 211223 (+12)

1.43% less ownership

Funds ownership: 80.28%78.85% (-1.4%)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
5.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
39
Increased
89
Reduced
63
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
51
Westover Capital Advisors
Delaware
$4.54M +$284K +8,533 +7%
WCM
52
Windsor Capital Management
Arizona
$4.25M +$1.36M +40,725 +47%
FWP
53
FAS Wealth Partners
Kansas
$3.94M -$17.2K -516 -0.4%
Goldman Sachs
54
Goldman Sachs
New York
$3.88M +$1.75M +52,591 +82%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$3.88M +$27.8K +833 +0.7%
MNG
56
Manning & Napier Group
New York
$3.71M
CIAS
57
Capital Investment Advisory Services
North Carolina
$3.62M +$485K +14,571 +15%
CM
58
Cornerstone Management
Georgia
$3.59M -$177K -5,323 -5%
NCMW
59
Northern Capital Management (Wisconsin)
Wisconsin
$3.43M +$1.05M +31,465 +44%
AWM
60
AE Wealth Management
Kansas
$3.41M -$250K -7,493 -7%
BFM
61
Boothbay Fund Management
New York
$3.33M +$3.33M +100,000 New
GWM
62
Geneos Wealth Management
Colorado
$3.1M +$2.71M +81,255 +686%
SS
63
Simplicity Solutions
Minnesota
$3.01M -$191K -5,723 -6%
AG
64
Advisor Group
Arizona
$2.92M +$774K +23,239 +36%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$2.9M +$2.9M +87,191 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.81M +$2.82M +84,543 New
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$2.77M -$103K -3,100 -4%
AI
68
Atria Investments
North Carolina
$2.77M +$2.28M +68,498 +468%
TCM
69
Towercrest Capital Management
Pennsylvania
$2.64M -$24.3K -730 -0.9%
PAG
70
Private Advisor Group
New Jersey
$2.49M +$1.75M +52,421 +233%
GC
71
Gilbert & Cook
Iowa
$2.26M -$74.2K -2,226 -3%
NA
72
Nottingham Advisors
New York
$2.24M -$113K -3,400 -5%
AF
73
Advisornet Financial
Minnesota
$2.14M -$407K -12,223 -16%
HPC
74
HM Payson & Co
Maine
$2.06M -$500K -15,000 -20%
SP
75
SWS Partners
Ohio
$2.06M +$6.23K +187 +0.3%