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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
CI
76
Conning Inc
Connecticut
$2M +$2.01M +60,209 New
AWMG
77
Alliance Wealth Management Group
New Jersey
$1.86M +$3.53K +106 +0.2%
BHB
78
Bank Hapoalim BM
Israel
$1.83M
Stifel Financial
79
Stifel Financial
Missouri
$1.78M -$181K -5,420 -9%
ASN
80
Advisory Services Network
Georgia
$1.61M +$78.6K +2,359 +5%
SAM
81
Strategy Asset Managers
California
$1.6M -$539K -16,169 -25%
FFS
82
Founders Financial Securities
Maryland
$1.58M +$264K +7,921 +20%
VIM
83
Vista Investment Management
Pennsylvania
$1.53M -$13.7K -412 -0.9%
RJT
84
Raymond James Trust
Florida
$1.53M -$31.4K -943 -2%
PVH
85
Psagot Value Holdings
Israel
$1.49M +$214K +6,424 +17%
WA
86
Wealthstar Advisors
Texas
$1.44M -$63.5K -1,905 -4%
UCFA
87
United Capital Financial Advisors
Texas
$1.44M +$1.44M +43,302 New
PTC
88
Philadelphia Trust Company
Pennsylvania
$1.39M -$4.2M -125,975 -75%
Fisher Asset Management
89
Fisher Asset Management
Washington
$1.36M +$601K +18,032 +79%
IA
90
IFP Advisors
Florida
$1.33M +$225K +6,747 +20%
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$1.32M -$192K -5,750 -13%
RIM
92
Redwood Investment Management
Arizona
$1.22M -$30.4K -913 -2%
RCA
93
Rowland Carmichael Advisors
Arizona
$1.16M +$1.16M +34,756 New
FIM
94
Frontier Investment Management
Texas
$1.16M +$62.5K +1,877 +6%
CAG
95
Crestwood Advisors Group
Massachusetts
$1.14M -$28.6K -860 -2%
PWAG
96
Polaris Wealth Advisory Group
California
$1.12M -$232K -6,958 -17%
PFM
97
Phillips Financial Management
Indiana
$1.1M +$5.7K +171 +0.5%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$1.09M -$1.09M -32,660 Closed
FM
99
Foster & Motley
Ohio
$1.09M -$33.6K -1,008 -3%
WAS
100
Winch Advisory Services
Wisconsin
$1.08M +$32.1K +965 +3%