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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
MWPCG
126
Measured Wealth Private Client Group
New Hampshire
$1.16M +$926K +26,989 +438%
BI
127
Ballast Inc
Kentucky
$1.09M -$7.72K -225 -0.7%
PWAG
128
Polaris Wealth Advisory Group
California
$1.08M +$91.4K +2,666 +9%
FAAS
129
First Allied Advisory Services
California
$1.07M +$58.4K +1,703 +6%
MA
130
Mutual Advisors
Nebraska
$1.06M +$1.04M +30,235 New
HighTower Advisors
131
HighTower Advisors
Illinois
$1.05M +$177K +5,165 +21%
CI
132
CX Institutional
Indiana
$1.01M +$90.4K +2,636 +10%
PFM
133
Phillips Financial Management
Indiana
$962K +$5.04K +147 +0.5%
MIM
134
Moseley Investment Management
Florida
$917K +$395K +11,503 +78%
GRP
135
Global Retirement Partners
California
$913K +$527K +15,363 +143%
MCM
136
Mainstay Capital Management
Michigan
$903K +$11.4K +333 +1%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$890K -$178K -5,183 -17%
PFG
138
Pacific Financial Group
Washington
$775K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$767K -$14.3K -416 -2%
PA
140
PFG Advisors
Arizona
$730K -$27.3K -796 -4%
HCM
141
Hollencrest Capital Management
California
$725K -$83K -2,420 -10%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$714K -$205K -5,986 -23%
W
143
WealthOne
New York
$702K +$689K +20,092 New
SW
144
SlateStone Wealth
Florida
$701K +$688K +20,055 New
BUB
145
BBVA USA Bancshares
Texas
$698K -$172K -5,011 -20%
NB
146
NBT Bank
New York
$693K
SPIA
147
Steward Partners Investment Advisory
New York
$679K +$137K +4,004 +26%
SIA
148
Strategic Investment Advisors
Michigan
$659K +$41.4K +1,206 +7%
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$659K +$483K +14,083 +295%
MML Investors Services
150
MML Investors Services
Massachusetts
$651K -$75.5K -2,200 -11%