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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
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$216K +$6.65K +200 +3%
Creative Planning
152
Creative Planning
Kansas
$211K +$211K +6,338 New
CT
153
CPF Texas
Texas
$183K +$183K +5,499 New
GRP
154
Global Retirement Partners
California
$182K +$119K +3,570 +188%
BRC
155
Bell Rock Capital
Delaware
$171K +$94.2K +2,831 +122%
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$156K +$699 +21 +0.4%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$137K +$137K +4,125 New
AIS
158
Accurate Investment Solutions
Pennsylvania
$132K +$109K +3,275 +471%
APA
159
American Portfolios Advisors
New York
$123K +$632 +19 +0.5%
SWM
160
SeaCrest Wealth Management
New York
$110K
CAL
161
Capital Advisors Ltd
Ohio
$97K
AWA
162
Acorn Wealth Advisors
Michigan
$96K +$366 +11 +0.4%
AWM
163
Avior Wealth Management
Nebraska
$87K +$59.6K +1,791 +220%
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$78K -$698K -20,977 Closed
DWM
165
Destination Wealth Management
California
$55K -$951K -28,579 -95%
IWP
166
Icon Wealth Partners
Texas
$49K -$112K -3,361 -70%
IAS
167
INR Advisory Services
Pennsylvania
$49K +$22.7K +681 +87%
PCP
168
Proficio Capital Partners
Massachusetts
$49K +$48.8K +1,467 New
Citigroup
169
Citigroup
New York
$41K +$10.8K +326 +36%
AIM
170
Anchor Investment Management
South Carolina
$37.3K
BC
171
Bartlett & Co
Ohio
$30K
LFG
172
LifePlan Financial Group
Ohio
$30K
BFC
173
Bedel Financial Consulting
Indiana
$30K +$30.2K +908 New
BCWM
174
Bartlett & Co Wealth Management
Ohio
$30K
1IA
175
1834 Investment Advisors
Wisconsin
$29K -$22K -661 -43%