We are live on ! Find out more
SPIB icon

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
CAL
176
Capital Advisors Ltd
Ohio
$97K
DWM
177
Destination Wealth Management
California
$88K +$33.7K +1,012 +62%
AWM
178
Avior Wealth Management
Nebraska
$87K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$84K +$73.9K +2,217 +739%
IA
180
IndexIQ Advisors
New York
$84K +$83.8K +2,517 New
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$62K +$58.7K +1,763 +1,959%
PCP
182
Proficio Capital Partners
Massachusetts
$49K
IAS
183
INR Advisory Services
Pennsylvania
$46K -$2.56K -77 -5%
Citigroup
184
Citigroup
New York
$41K +$133 +4 +0.3%
AIM
185
Anchor Investment Management
South Carolina
$37.3K
1IA
186
1834 Investment Advisors
Wisconsin
$31K +$1.67K +50 +6%
BC
187
Bartlett & Co
Ohio
$30K
LFG
188
LifePlan Financial Group
Ohio
$30K
MWPCG
189
Measured Wealth Private Client Group
New Hampshire
$30K +$30K +900 New
BCWM
190
Bartlett & Co Wealth Management
Ohio
$30K
SCA
191
Stuart Chaussee & Associates
California
$29K
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$6.7K +201 +33%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$25K
TFA
194
Transamerica Financial Advisors
Florida
$22K -$1.29M -38,775 -98%
SFM
195
Signet Financial Management
New Jersey
$17K -$12K -361 -42%
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$17K
BlackRock
197
BlackRock
New York
$17K +$2.17K +65 +15%
FHA
198
Flagship Harbor Advisors
Massachusetts
$16K +$10.5K +314 +185%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$12K +$12.6K +379 New
MFW
200
Mosaic Family Wealth
Missouri
$9K -$19.9K -597 -69%