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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
LNC
126
Lincoln National Corp
Pennsylvania
$423K -$135K -4,044 -24%
RFA
127
Reilly Financial Advisors
California
$423K -$17.4K -523 -4%
GWM
128
Geneos Wealth Management
Colorado
$394K +$4.99K +150 +1%
SPIA
129
Steward Partners Investment Advisory
New York
$394K +$80.2K +2,410 +26%
MML Investors Services
130
MML Investors Services
Massachusetts
$393K -$80.5K -2,418 -17%
AIM
131
Acropolis Investment Management
Missouri
$388K
MCP
132
Martin Capital Partners
Oregon
$383K -$41.1K -1,235 -10%
BIA
133
BHK Investment Advisors
Alabama
$350K +$33.3K +1,000 +11%
MGIA
134
Moneta Group Investment Advisors
Missouri
$343K +$343K +10,305 New
WT
135
Whittier Trust
California
$310K -$50.7K -1,523 -14%
FTS
136
Fifth Third Securities
Ohio
$305K +$14.8K +445 +5%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$299K +$36.5K +1,096 +14%
EK
138
Evensky & Katz
Florida
$297K -$1.36M -40,772 -82%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$288K +$25.1K +753 +10%
SAM
140
Stringer Asset Management
Tennessee
$266K +$38.8K +1,166 +17%
CA
141
Continuum Advisory
Idaho
$265K -$19.5K -585 -7%
VF
142
Virtu Financial
New York
$262K +$262K +7,865 New
SCA
143
Snowden Capital Advisors
New York
$262K +$262K +7,868 New
PFS
144
Prospera Financial Services
Texas
$259K -$1.53K -46 -0.6%
Millennium Management
145
Millennium Management
New York
$250K +$25.6K +769 +11%
HH
146
Hilltop Holdings
Texas
$242K -$1.84M -55,190 -88%
William Blair & Company
147
William Blair & Company
Illinois
$235K
US Bancorp
148
US Bancorp
Minnesota
$230K
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218K +$12.5K +376 +6%
LA
150
LexAurum Advisors
Kansas
$216K -$55.4K -1,665 -20%