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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

85 hedge funds and large institutions have $546M invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $479M → $546M (+$67.8M)

9% more funds holding

Funds holding: 7885 (+7)

3.29% more ownership

Funds ownership: 55.02%58.31% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
41
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$169M +$46.8M +1,383,544 +38%
CSIA
2
Charles Schwab Investment Advisory
California
$83.7M +$18.5M +547,122 +28%
Wells Fargo
3
Wells Fargo
California
$40.7M +$1.76M +51,982 +4%
State Street
4
State Street
Massachusetts
$35.3M -$14.8M -436,593 -29%
Morgan Stanley
5
Morgan Stanley
New York
$31.9M -$2.51M -74,225 -7%
MWM
6
Mission Wealth Management
California
$14.3M +$2.16M +63,947 +18%
NC
7
NewSquare Capital
Pennsylvania
$13.2M +$1.13M +33,436 +9%
Bank of America
8
Bank of America
North Carolina
$12.1M +$866K +25,598 +8%
TFA
9
Transamerica Financial Advisors
Florida
$11.7M -$437K -12,911 -4%
LPL Financial
10
LPL Financial
California
$10.8M +$5.66M +167,382 +108%
JP Morgan Chase
11
JP Morgan Chase
New York
$8.79M +$8.89M +262,947 New
CIM
12
Confluence Investment Management
Missouri
$7.96M +$326K +9,641 +4%
PFS
13
Prospera Financial Services
Texas
$7.45M +$840K +24,837 +13%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.14M -$187K -5,536 -3%
PPA
15
Parametric Portfolio Associates
Washington
$5.96M +$16.9K +500 +0.3%
BCM
16
Bluefin Capital Management
New York
$5.92M +$4.2M +124,227 +235%
CS
17
Credit Suisse
Switzerland
$5.85M +$1.3M +38,470 +28%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.22M -$3.44M -101,750 -39%
SAM
19
Strategy Asset Managers
California
$4.63M -$147K -4,360 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.42M +$291K +8,605 +7%
RJA
21
Raymond James & Associates
Florida
$4.21M +$584K +17,271 +16%
WIP
22
Wellesley Investment Partners
Massachusetts
$3.95M +$4M +118,303 New
CC
23
Curian Capital
Colorado
$3.31M -$8.35M -246,814 -71%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.23M +$3.27M +96,759 New
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$3.03M +$147K +4,350 +5%