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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

49 hedge funds and large institutions have $159M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

17% more funds holding

Funds holding: 4249 (+7)

2.57% less ownership

Funds ownership: 42.37%39.8% (-2.6%)

8% less capital invested

Capital invested by funds: $173M → $159M (-$13.6M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$74.7M +$4.47M +133,156 +6%
Morgan Stanley
2
Morgan Stanley
New York
$24.1M +$562K +16,760 +2%
Wells Fargo
3
Wells Fargo
California
$9.07M -$5.95M -177,336 -40%
Bank of America
4
Bank of America
North Carolina
$5.29M +$855K +25,505 +19%
SMM
5
Stadion Money Management
Georgia
$5.15M +$5.12M +152,610 New
CIM
6
Confluence Investment Management
Missouri
$4.59M +$252K +7,519 +6%
SAM
7
Strategy Asset Managers
California
$4.45M -$101K -2,999 -2%
State Street
8
State Street
Massachusetts
$4.11M -$16.8M -499,794 -80%
AssetMark Inc
9
AssetMark Inc
California
$3.57M +$3.55M +105,913 New
SI
10
Stephens Inc
Arkansas
$3.57M +$2.81M +83,700 +380%
BCM
11
Bluefin Capital Management
New York
$2M +$1.56M +46,395 +393%
SCG
12
Strategic Capital Group
Washington
$1.53M +$1.52M +45,449 New
LPL Financial
13
LPL Financial
California
$1.49M +$527K +15,706 +55%
NB
14
NBT Bank
New York
$1.3M +$176K +5,261 +16%
PFM
15
Phillips Financial Management
Indiana
$1.26M +$12.8K +383 +1%
NA
16
Nottingham Advisors
New York
$1.13M +$1.12M +33,350 New
EWM
17
Empirical Wealth Management
Washington
$1.05M +$8.45K +252 +0.8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.04M -$207K -6,172 -17%
AIG
19
American International Group
New York
$977K +$382K +11,384 +65%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$934K -$641K -19,107 -41%
HighTower Advisors
21
HighTower Advisors
Illinois
$809K
AIM
22
Acropolis Investment Management
Missouri
$785K -$307K -9,145 -28%
FIM
23
Freedom Investment Management
Connecticut
$707K +$702K +20,946 New
ICAS
24
Investors Capital Advisory Services
Massachusetts
$652K -$18.6K -555 -3%
CCM
25
Chilton Capital Management
Texas
$602K