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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
SCM
151
Smith Capital Management
Arkansas
$647K -$29.1K -849 -4%
MFG
152
MidWestOne Financial Group
Iowa
$646K +$635K +18,501 New
UAS
153
United Asset Strategies
New York
$643K +$3.36K +98 +0.5%
CIAS
154
Capital Investment Advisory Services
North Carolina
$642K +$36.8K +1,072 +6%
FFS
155
Founders Financial Securities
Maryland
$633K +$167K +4,869 +37%
SHIM
156
Stone House Investment Management
Pennsylvania
$632K -$223K -6,501 -26%
BFG
157
Barber Financial Group
Kansas
$630K +$619K +18,047 New
SCA
158
Snowden Capital Advisors
New York
$629K +$175K +5,095 +39%
CB
159
Commerce Bank
Missouri
$585K +$575K +16,761 New
CIBC World Market
160
CIBC World Market
Ontario, Canada
$559K -$15.7K -457 -3%
AFP
161
Ausdal Financial Partners
Iowa
$553K +$544K +15,859 New
Creative Planning
162
Creative Planning
Kansas
$533K -$84.5K -2,463 -14%
OWP
163
Obermeyer Wealth Partners
Colorado
$523K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$522K
Franklin Resources
165
Franklin Resources
California
$517K -$47.9K -1,396 -9%
FA
166
FDx Advisors
Illinois
$503K -$95.6K -2,786 -16%
WWM
167
Western Wealth Management
Colorado
$491K +$27.5K +801 +6%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$488K +$138K +4,025 +40%
HPWM
169
Highland Private Wealth Management
Washington
$472K -$5.14K -150 -1%
APCM
170
Alaska Permanent Capital Management
Alaska
$461K
VFA
171
Voya Financial Advisors
Connecticut
$456K -$154K -4,495 -26%
AWA
172
Alaska Wealth Advisors
Alaska
$451K
PP
173
PrairieView Partners
Minnesota
$447K -$23.9K -698 -5%
BRC
174
Bell Rock Capital
Delaware
$430K +$128K +3,742 +44%
RMAM
175
Raab & Moskowitz Asset Management
New Jersey
$418K +$79.1K +2,306 +24%