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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
GWM
101
Geneos Wealth Management
Colorado
$203K -$2.48K -73 -1%
KAM
102
Knightsbridge Asset Management
California
$202K -$94.6K -2,780 -32%
WA
103
WFG Advisors
Texas
$174K -$45.7K -1,344 -21%
APSP
104
Asset Planning Services (Pennsylvania)
Pennsylvania
$157K +$646 +19 +0.4%
Citigroup
105
Citigroup
New York
$87K +$39.1K +1,150 +82%
GRP
106
Global Retirement Partners
California
$59K +$2.89K +85 +5%
CB
107
Community Bank
New York
$55K
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$41K
AIM
109
Anchor Investment Management
South Carolina
$38.3K
BC
110
Bartlett & Co
Ohio
$38K
HCA
111
Harbour Capital Advisors
Virginia
$35.1K +$35K +1,028 New
ADL
112
Asset Dedication LLC
California
$20K +$20.4K +600 New
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$18K +$18.1K +533 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$5.95K +175 +65%
BCM
115
Blume Capital Management
California
$13K +$13.4K +394 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$10K
BFEC
117
Benjamin F. Edwards & Company
Missouri
$6K
GEA
118
Glen Eagle Advisors
New Jersey
$5.46K
Creative Planning
119
Creative Planning
Kansas
$5K +$1.36K +40 +34%
AA
120
AlphaMark Advisors
Kentucky
$4K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$4K
WB
122
Webster Bank
Connecticut
$4K
Northern Trust
123
Northern Trust
Illinois
$4K +$43.6K +1,281 +11%
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$3K
Barclays
125
Barclays
United Kingdom
$2K +$1.56K +46 New