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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
FAAS
76
First Allied Advisory Services
California
$414K -$435K -12,697 -51%
FA
77
FDx Advisors
Illinois
$394K +$398K +11,607 New
RIG
78
Roosevelt Investment Group
New York
$377K -$817K -23,845 -68%
WT
79
Whittier Trust
California
$376K -$50.2K -1,466 -12%
HighTower Advisors
80
HighTower Advisors
Illinois
$342K -$266K -7,756 -43%
GC
81
Garde Capital
Washington
$341K -$147K -4,299 -30%
First Trust Advisors
82
First Trust Advisors
Illinois
$327K +$330K +9,637 New
CAL
83
Capital Advisors Ltd
Ohio
$314K
APCM
84
Alaska Permanent Capital Management
Alaska
$298K
KAM
85
Knightsbridge Asset Management
California
$295K +$298K +8,690 New
MFS
86
MSI Financial Services
Massachusetts
$275K -$115K -3,345 -29%
VFA
87
Voya Financial Advisors
Connecticut
$245K +$47.6K +1,389 +24%
US Bancorp
88
US Bancorp
Minnesota
$234K
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$230K -$215K -6,274 -48%
WA
90
WFG Advisors
Texas
$219K +$221K +6,451 New
Comerica Bank
91
Comerica Bank
Texas
$216K +$217K +6,340 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K -$96.1K -2,806 -31%
GWM
93
Geneos Wealth Management
Colorado
$204K
CIA
94
Capital Investment Advisors
Georgia
$185K -$24.8K -725 -12%
APSP
95
Asset Planning Services (Pennsylvania)
Pennsylvania
$155K +$617 +18 +0.4%
GRP
96
Global Retirement Partners
California
$56K +$56.3K +1,643 New
CB
97
Community Bank
New York
$54K -$211K -6,150 -79%
KLI
98
Kelman-Lazarov Inc
Tennessee
$50.9K
Citigroup
99
Citigroup
New York
$47K +$1.03K +30 +2%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$40.7K +$41.1K +1,200 New