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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
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102 hedge funds and large institutions have $873M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

10% more funds holding

Funds holding: 93 → 102 (+9)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less capital invested

Capital invested by funds: $875M → $873M (-$2.33M)

4.93% less ownership

Funds ownership: 69.33% → 64.4% (-4.9%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
20
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
+$30.5M
2
Invesco
Invesco
Georgia
+$27.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$23.7M
4
MWM
Mission Wealth Management
California
+$11.7M
5
PPA
Parametric Portfolio Associates
Washington
+$8.02M

Top Sellers

1
SAM
Sentinel Asset Management
Vermont
-$29.1M
2
NC
NewSquare Capital
Pennsylvania
-$26.2M
3
Goldman Sachs
Goldman Sachs
New York
-$24.4M
4
PFS
Prospera Financial Services
Texas
-$21.9M
5
TFA
Transamerica Financial Advisors
Florida
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$3K +$3.44K +100 New
WTC
102
WhitTier Trust Company
Nevada
$1K – – –
SEI Investments
103
SEI Investments
Pennsylvania
$1K +$1.17K +34 New
PFS
104
Prospera Financial Services
Texas
– -$21.9M -638,344 Closed
CAG
105
Crestwood Advisors Group
Massachusetts
– -$4.83M -140,896 Closed
AIG
106
American International Group
New York
– -$2.63M -76,822 Closed
AIM
107
Advantage Investment Management
Iowa
– -$1.71M -49,795 Closed
Stifel Financial
108
Stifel Financial
Missouri
– -$1.62M -47,367 Closed
First Trust Advisors
109
First Trust Advisors
Illinois
– -$872K -25,455 Closed
VFS
110
VSR Financial Services
Kansas
– -$618K -18,040 Closed
CIBC World Market
111
CIBC World Market
Ontario, Canada
– -$430K -12,561 Closed
IP
112
Investment Partners
Ohio
– -$371K -11,107 Closed
WA
113
WFG Advisors
Texas
– -$78K -2,270 Closed
1 2 3 4
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