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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

50 hedge funds and large institutions have $193M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $159M → $193M (+$33.5M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4.71% more ownership

Funds ownership: 39.8%44.51% (+4.7%)

2% more funds holding

Funds holding: 4950 (+1)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$100M +$26M +769,780 +35%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M +$7.65M +226,293 +32%
CC
3
Curian Capital
Colorado
$13.8M +$13.8M +409,573 New
Wells Fargo
4
Wells Fargo
California
$8.16M -$877K -25,932 -10%
Bank of America
5
Bank of America
North Carolina
$5.51M +$250K +7,392 +5%
CIM
6
Confluence Investment Management
Missouri
$4.89M +$320K +9,457 +7%
SMM
7
Stadion Money Management
Georgia
$3.94M -$1.19M -35,320 -23%
SI
8
Stephens Inc
Arkansas
$3.58M +$23.7K +700 +0.7%
NA
9
Nottingham Advisors
New York
$2M +$888K +26,275 +79%
AIG
10
American International Group
New York
$1.63M +$663K +19,627 +68%
SWM
11
SVA Wealth Management
Wisconsin
$1.47M +$1.48M +43,800 New
EWM
12
Empirical Wealth Management
Washington
$1.32M +$274K +8,115 +26%
NB
13
NBT Bank
New York
$1.3M +$8.55K +253 +0.7%
PFM
14
Phillips Financial Management
Indiana
$1.27M +$7.84K +232 +0.6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.03M -$5.68K -168 -0.5%
LPL Financial
16
LPL Financial
California
$1.02M -$478K -14,151 -32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$956K +$28K +828 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$806K
AIM
19
Acropolis Investment Management
Missouri
$781K
PFS
20
Prospera Financial Services
Texas
$754K +$165K +4,869 +28%
CS
21
Credit Suisse
Switzerland
$688K +$170K +5,040 +33%
FIM
22
Freedom Investment Management
Connecticut
$673K -$30.6K -906 -4%
CCM
23
Chilton Capital Management
Texas
$590K -$10.1K -300 -2%
VFS
24
VSR Financial Services
Kansas
$469K +$112K +3,299 +31%
CAL
25
Capital Advisors Ltd
Ohio
$436K +$439K +12,990 New