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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
EWM
101
Empirical Wealth Management
Washington
$1.05M +$8.56K +257 +0.8%
AB
102
AT Bancorp
Iowa
$1.01M -$462K -13,867 -31%
WCWM
103
Willow Creek Wealth Management
California
$996K +$996K +29,901 New
AWA
104
Arete Wealth Advisors
Illinois
$995K +$43K +1,290 +5%
SHIM
105
Stone House Investment Management
Pennsylvania
$967K +$967K +29,042 New
Invesco
106
Invesco
Georgia
$886K -$410K -12,300 -32%
UAS
107
United Asset Strategies
New York
$883K +$294K +8,839 +50%
WFWM
108
Wechter Feldman Wealth Management
New Jersey
$874K -$12.3K -368 -1%
MCM
109
Mainstay Capital Management
Michigan
$865K -$48.8K -1,466 -5%
FAAS
110
First Allied Advisory Services
California
$858K +$430K +12,905 +100%
HCM
111
Hollencrest Capital Management
California
$792K +$772K +23,165 New
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$791K -$31.9K -957 -4%
BCM
113
Bluefin Capital Management
New York
$775K +$775K +23,266 New
OMC
114
Old Mission Capital
Illinois
$749K +$749K +22,495 New
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$746K +$168K +5,047 +29%
SB
116
Suntrust Banks
Georgia
$707K +$210K +6,318 +42%
BUB
117
BBVA USA Bancshares
Texas
$683K +$76.3K +2,289 +13%
PA
118
PFG Advisors
Arizona
$683K +$689K +20,686 New
WP
119
WealthSource Partners
California
$681K -$7.2K -216 -1%
AA
120
ALPS Advisors
Colorado
$673K -$4.13K -124 -0.6%
HPWM
121
Highland Private Wealth Management
Washington
$672K -$367K -11,010 -35%
NB
122
NBT Bank
New York
$660K
DADC
123
D.A. Davidson & Co
Montana
$630K +$630K +18,911 New
Franklin Resources
124
Franklin Resources
California
$601K +$601K +18,037 New
PWM
125
Paulson Wealth Management
Illinois
$599K +$605K +18,155 New