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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

63 hedge funds and large institutions have $229M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $194M → $229M (+$34.4M)

7% more funds holding

Funds holding: 5963 (+4)

2.41% more ownership

Funds ownership: 41.19%43.6% (+2.4%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
18
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$103M +$103M +3,008,167 New
Wells Fargo
2
Wells Fargo
California
$23.6M +$12.3M +357,974 +107%
Morgan Stanley
3
Morgan Stanley
New York
$23.5M +$5.48M +159,897 +30%
CC
4
Curian Capital
Colorado
$13M +$1.09M +31,917 +9%
Bank of America
5
Bank of America
North Carolina
$9.1M +$21.5K +629 +0.2%
CAG
6
Crestwood Advisors Group
Massachusetts
$7.33M +$512K +14,951 +7%
CIM
7
Confluence Investment Management
Missouri
$6.46M +$317K +9,249 +5%
SAM
8
Strategy Asset Managers
California
$4.59M +$4.6M +134,424 New
RJA
9
Raymond James & Associates
Florida
$2.83M +$156K +4,560 +6%
CS
10
Credit Suisse
Switzerland
$2.5M +$645K +18,834 +35%
Jane Street
11
Jane Street
New York
$2.48M +$2.49M +72,704 New
BHB
12
Bank Hapoalim BM
Israel
$2.46M
NA
13
Nottingham Advisors
New York
$2.25M +$2.26M +65,872 New
SCA
14
Strategic Capital Alternatives
United States
$2.06M -$335K -9,769 -14%
AIG
15
American International Group
New York
$1.83M -$6.16K -180 -0.3%
FIM
16
Freedom Investment Management
Connecticut
$1.52M +$50.2K +1,465 +3%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$1.35M +$1.36M +39,630 New
PFM
18
Phillips Financial Management
Indiana
$1.33M +$7.23K +211 +0.5%
NB
19
NBT Bank
New York
$1.32M
CAM
20
Capstone Asset Management
Texas
$1.32M +$1.32M +38,535 New
EWM
21
Empirical Wealth Management
Washington
$1.14M -$6.75K -197 -0.6%
CI
22
Clal Insurance
Israel
$1.14M +$1.14M +33,232 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.09M -$139K -4,064 -11%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.07M +$259K +7,555 +32%
LPL Financial
25
LPL Financial
California
$1.02M +$104K +3,025 +11%