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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

211 hedge funds and large institutions have $2.57B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

5.35% more ownership

Funds ownership: 74.93%80.28% (+5.4%)

3% more funds holding

Funds holding: 205211 (+6)

3% more capital invested

Capital invested by funds: $2.5B → $2.57B (+$68.3M)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
4.83%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
38
Increased
90
Reduced
54
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Mainstay Capital Management
Michigan
$913K +$143K +4,295 +19%
WFWM
102
Wechter Feldman Wealth Management
New Jersey
$886K +$885K +26,601 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$823K +$87K +2,614 +12%
Fisher Asset Management
104
Fisher Asset Management
Washington
$764K +$763K +22,935 New
PAG
105
Private Advisor Group
New Jersey
$745K -$673K -20,235 -47%
WP
106
WealthSource Partners
California
$688K -$366K -10,993 -35%
AA
107
ALPS Advisors
Colorado
$677K -$15.9M -477,386 -96%
CCM
108
Canal Capital Management
Virginia
$663K +$662K +19,904 New
NB
109
NBT Bank
New York
$660K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$621K +$1.03K +31 +0.2%
BUB
111
BBVA USA Bancshares
Texas
$607K +$153K +4,611 +34%
UAS
112
United Asset Strategies
New York
$588K +$374K +11,252 +175%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$583K +$304K +9,146 +109%
CGH
114
Crossmark Global Holdings
Texas
$563K -$81.9K -2,463 -13%
OAM
115
Occidental Asset Management
California
$551K +$551K +16,554 New
CB
116
Community Bank
New York
$547K +$4.99K +150 +0.9%
FA
117
FDx Advisors
Illinois
$545K +$108K +3,241 +25%
VFA
118
Voya Financial Advisors
Connecticut
$528K +$71.4K +2,146 +16%
CI
119
CX Institutional
Indiana
$525K +$525K +15,768 New
SB
120
Suntrust Banks
Georgia
$497K +$83.7K +2,516 +20%
AI
121
Atria Investments
North Carolina
$488K +$487K +14,649 New
CWM
122
Cornerstone Wealth Management
Missouri
$466K +$514K +15,457 New
APCM
123
Alaska Permanent Capital Management
Alaska
$439K
FAAS
124
First Allied Advisory Services
California
$430K +$136K +4,091 +46%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$425K +$6.62K +199 +2%