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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
WIP
151
Wellesley Investment Partners
Massachusetts
$324K -$6.5M -195,261 -95%
WT
152
Whittier Trust
California
$310K
HH
153
Hilltop Holdings
Texas
$308K +$66.4K +1,993 +27%
FTS
154
Fifth Third Securities
Ohio
$307K +$1.77K +53 +0.6%
CT
155
CPF Texas
Texas
$301K +$118K +3,548 +65%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$298K +$133 +4 +0%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$289K +$1.67K +50 +0.6%
WP
158
WealthPLAN Partners
Nebraska
$286K +$290K +8,700 New
CWM
159
Cornerstone Wealth Management
Missouri
$285K -$187K -5,627 -36%
CA
160
Continuum Advisory
Idaho
$259K -$4.36K -131 -2%
US Bancorp
161
US Bancorp
Minnesota
$235K +$4.6K +138 +2%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$235K +$18.5K +555 +9%
William Blair & Company
163
William Blair & Company
Illinois
$234K -$1.87K -56 -0.8%
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227K +$9.36K +281 +4%
BTS
165
BB&T Securities
Virginia
$227K +$227K +6,823 New
BRC
166
Bell Rock Capital
Delaware
$214K +$43.7K +1,311 +25%
GRP
167
Global Retirement Partners
California
$175K -$7.06K -212 -4%
JP Morgan Chase
168
JP Morgan Chase
New York
$168K -$783K -23,509 -82%
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$156K +$1.3K +39 +0.8%
AIS
170
Accurate Investment Solutions
Pennsylvania
$146K +$14.1K +423 +11%
APA
171
American Portfolios Advisors
New York
$137K +$13.7K +412 +11%
HR
172
Howe & Rusling
New York
$133K +$133K +3,982 New
SWM
173
SeaCrest Wealth Management
New York
$110K
RWA
174
River Wealth Advisors
Pennsylvania
$106K +$106K +3,171 New
FWM
175
Focused Wealth Management
New York
$100K +$99.9K +3,000 New