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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
VFA
126
Voya Financial Advisors
Connecticut
$589K +$61.2K +1,837 +12%
MML Investors Services
127
MML Investors Services
Massachusetts
$580K +$187K +5,616 +48%
FA
128
FDx Advisors
Illinois
$570K +$24.6K +739 +5%
CGH
129
Crossmark Global Holdings
Texas
$564K
TSS
130
Two Sigma Securities
New York
$560K +$561K +16,826 New
EK
131
Evensky & Katz
Florida
$547K +$250K +7,494 +84%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$545K +$120K +3,598 +28%
CFGS
133
Concourse Financial Group Securities
Alabama
$530K +$530K +15,923 New
LNC
134
Lincoln National Corp
Pennsylvania
$529K +$106K +3,168 +25%
CB
135
Community Bank
New York
$516K -$30.8K -926 -6%
OWP
136
Obermeyer Wealth Partners
Colorado
$498K +$498K +14,960 New
CI
137
CX Institutional
Indiana
$479K -$46K -1,382 -9%
MCP
138
Martin Capital Partners
Oregon
$446K +$62.8K +1,885 +16%
APCM
139
Alaska Permanent Capital Management
Alaska
$439K
SPIA
140
Steward Partners Investment Advisory
New York
$428K +$33.9K +1,019 +9%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$420K -$202K -6,061 -32%
Sumitomo Mitsui Trust Group
142
Sumitomo Mitsui Trust Group
Japan
$410K -$1.17M -35,047 -74%
Creative Planning
143
Creative Planning
Kansas
$409K +$198K +5,949 +94%
SAM
144
Stringer Asset Management
Tennessee
$399K +$133K +3,989 +50%
WPSG
145
Wealth & Pension Services Group
Georgia
$399K +$399K +11,974 New
AIM
146
Acropolis Investment Management
Missouri
$389K
SCA
147
Snowden Capital Advisors
New York
$388K +$126K +3,781 +48%
CAM
148
Concorde Asset Management
Michigan
$369K +$369K +11,087 New
BIA
149
BHK Investment Advisors
Alabama
$350K
RFA
150
Reilly Financial Advisors
California
$345K -$78.6K -2,358 -19%