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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

93 hedge funds and large institutions have $875M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

60% more capital invested

Capital invested by funds: $546M → $875M (+$329M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11.02% more ownership

Funds ownership: 58.31%69.33% (+11%)

9% more funds holding

Funds holding: 8593 (+8)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
43
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UR
76
USCA RIA
Texas
$209K +$206K +6,103 New
CB
77
Community Bank
New York
$195K +$192K +5,700 New
SG Americas Securities
78
SG Americas Securities
New York
$141K +$138K +4,100 New
Citigroup
79
Citigroup
New York
$128K -$73K -2,165 -37%
APSP
80
Asset Planning Services (Pennsylvania)
Pennsylvania
$107K +$371 +11 +0.4%
WA
81
WFG Advisors
Texas
$78K +$25.1K +743 +49%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$61K
AIM
83
Anchor Investment Management
South Carolina
$38.4K +$37.8K +1,121 New
BC
84
Bartlett & Co
Ohio
$38K +$37.6K +1,115 New
Creative Planning
85
Creative Planning
Kansas
$36K +$35.1K +1,040 New
S
86
SignatureFD
Georgia
$19K
IWMPD
87
Integrated Wealth Management (Palm Desert)
California
$8K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$6K
Northern Trust
89
Northern Trust
Illinois
$4K -$7.49K -222 -2%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$4K
VCM
91
Versant Capital Management
Arizona
$4K +$4.55K +135 New
WTC
92
WhitTier Trust Company
Nevada
$1K
GWM
93
Gupta Wealth Management
California
$1K +$1.15K +34 New
BCM
94
Bluefin Capital Management
New York
-$5.92M -177,049 Closed
CS
95
Credit Suisse
Switzerland
-$5.85M -175,057 Closed
CC
96
Curian Capital
Colorado
-$3.31M -99,076 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
-$3.23M -96,759 Closed
EWA
98
EP Wealth Advisors
California
-$341K -10,210 Closed
LNC
99
Lincoln National Corp
Pennsylvania
-$235K -6,980 Closed
CI
100
Clal Insurance
Israel
-$145K -4,336 Closed