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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
FM
76
Foster & Motley
Ohio
$758K +$147K +4,335 +24%
NB
77
NBT Bank
New York
$703K
IA
78
IFP Advisors
Florida
$692K +$30.2K +889 +5%
LPT
79
Legacy Private Trust
Wisconsin
$648K -$152K -4,455 -19%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$621K +$410K +12,063 +197%
CA
81
Continuum Advisory
Idaho
$554K +$552K +16,241 New
AIM
82
Acropolis Investment Management
Missouri
$550K
KeyBank National Association
83
KeyBank National Association
Ohio
$449K -$52.6K -1,547 -11%
WT
84
Whittier Trust
California
$423K +$44.9K +1,320 +12%
First Trust Advisors
85
First Trust Advisors
Illinois
$397K +$67.6K +1,986 +21%
M&T Bank
86
M&T Bank
New York
$389K +$388K +11,410 New
BTS
87
BB&T Securities
Virginia
$366K -$53.6K -1,577 -13%
RA
88
RFG Advisory
Alabama
$339K +$338K +9,930 New
FAAS
89
First Allied Advisory Services
California
$335K -$81.1K -2,385 -20%
CAL
90
Capital Advisors Ltd
Ohio
$316K
GC
91
Garde Capital
Washington
$307K -$36K -1,057 -11%
EWA
92
EP Wealth Advisors
California
$307K +$306K +8,999 New
VFA
93
Voya Financial Advisors
Connecticut
$274K +$27.4K +805 +11%
FA
94
FDx Advisors
Illinois
$272K -$124K -3,652 -31%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$266K -$224K -6,593 -46%
SPIA
96
Steward Partners Investment Advisory
New York
$250K +$240K +7,063 +2,606%
US Bancorp
97
US Bancorp
Minnesota
$236K
OAM
98
Oppenheimer Asset Management
New York
$232K +$231K +6,789 New
CFMC
99
Curbstone Financial Management Corp
New Hampshire
$231K
OC
100
Oppenheimer & Co
New York
$212K +$211K +6,198 New