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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

274 hedge funds and large institutions have $3.94B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 82

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $3.55B → $3.94B (+$394M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 266274 (+8)

1.04% more ownership

Funds ownership: 82.96%84% (+1%)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
5.95%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.46%
New
36
Increased
121
Reduced
82
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1.84M -$251K -7,305 -12%
ASN
102
Advisory Services Network
Georgia
$1.77M +$77.7K +2,264 +5%
First Trust Advisors
103
First Trust Advisors
Illinois
$1.74M -$26.2K -765 -2%
CWSR
104
Chessman Wealth Strategies RIA
Texas
$1.7M +$1.67M +48,789 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.7M -$150K -4,380 -8%
EWM
106
Empirical Wealth Management
Washington
$1.66M -$230K -6,711 -12%
BFA
107
Beaumont Financial Advisors
Massachusetts
$1.61M +$1.58M +46,166 New
RJT
108
Raymond James Trust
Florida
$1.61M -$549 -16 -0%
FM
109
Foster & Motley
Ohio
$1.56M +$460K +13,404 +43%
PVH
110
Psagot Value Holdings
Israel
$1.56M -$652 -19 -0%
FIM
111
Frontier Investment Management
Texas
$1.56M +$330K +9,615 +28%
GC
112
Gilbert & Cook
Iowa
$1.49M -$463K -13,486 -24%
MA
113
MCF Advisors
Kentucky
$1.46M -$22K -640 -2%
TFA
114
Transamerica Financial Advisors
Florida
$1.43M +$1.35M +39,478 +2,584%
WA
115
Wealthstar Advisors
Texas
$1.42M -$24.6K -716 -2%
PG
116
Proffitt & Goodson
Tennessee
$1.39M -$4.29K -125 -0.3%
SAM
117
Strategy Asset Managers
California
$1.38M -$34.8K -1,015 -3%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$1.32M -$74.1K -2,160 -5%
CFMC
119
Curbstone Financial Management Corp
New Hampshire
$1.31M -$25.7K -750 -2%
AWA
120
Arete Wealth Advisors
Illinois
$1.3M +$12K +350 +0.9%
EB
121
Eastern Bank
Massachusetts
$1.3M -$38.3M -1,115,887 -97%
WAS
122
Winch Advisory Services
Wisconsin
$1.25M +$35.4K +1,033 +3%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$1.25M
CAG
124
Crestwood Advisors Group
Massachusetts
$1.23M +$168K +4,900 +16%
WFWM
125
Wechter Feldman Wealth Management
New Jersey
$1.17M -$15K -436 -1%