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SPDR Portfolio Intermediate Term Corporate Bond ETF

78 hedge funds and large institutions have $479M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
37
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$125M 3,667,827 +159,358 +5%
CSIA
2
Charles Schwab Investment Advisory
California
$66.4M 1,955,950 +625,273 +47%
State Street
3
State Street
Massachusetts
$50.6M 1,491,683 +1,370,040 +1,126%
Wells Fargo
4
Wells Fargo
California
$39.6M 1,165,538 +20,404 +2%
Morgan Stanley
5
Morgan Stanley
New York
$35M 1,029,440 +7,350 +0.7%
MWM
6
Mission Wealth Management
California
$12.4M 364,523 +9,429 +3%
TFA
7
Transamerica Financial Advisors
Florida
$12.3M 361,609 +117,082 +48%
NC
8
NewSquare Capital
Pennsylvania
$12.2M 360,360 +128,105 +55%
CC
9
Curian Capital
Colorado
$11.7M 345,890 -103,459 -23%
Bank of America
10
Bank of America
North Carolina
$11.4M 334,917 +32,980 +11%
CAG
11
Crestwood Advisors Group
Massachusetts
$8.76M 258,046 +4,398 +2%
CIM
12
Confluence Investment Management
Missouri
$7.76M 228,618 +10,748 +5%
PFS
13
Prospera Financial Services
Texas
$6.73M 198,143 +28,029 +16%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.41M 188,857 -1,988 -1%
PPA
15
Parametric Portfolio Associates
Washington
$6.04M 177,881 +177,881 New
LPL Financial
16
LPL Financial
California
$5.27M 155,355 +71,877 +86%
SAM
17
Strategy Asset Managers
California
$4.85M 142,866 -527 -0.4%
CS
18
Credit Suisse
Switzerland
$4.64M 136,587 +25,910 +23%
Ameriprise
19
Ameriprise
Minnesota
$4.2M 123,709 +14,987 +14%
RJA
20
Raymond James & Associates
Florida
$3.69M 108,703 +41,797 +62%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.05M 89,730 +14,052 +19%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$2.93M 86,400 +15,570 +22%
Jane Street
23
Jane Street
New York
$2.62M 77,041 +77,041 New
BHB
24
Bank Hapoalim BM
Israel
AssetMark Inc
25
AssetMark Inc
California
$2.32M 68,240 +2,076 +3%