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SPDR Portfolio Intermediate Term Corporate Bond ETF

93 hedge funds and large institutions have $875M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
43
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$194M 5,658,345 +606,974 +12%
State Street
2
State Street
Massachusetts
$114M 3,319,398 +2,264,308 +215%
CSIA
3
Charles Schwab Investment Advisory
California
$101M 2,943,707 +440,635 +18%
Wells Fargo
4
Wells Fargo
California
$65.1M 1,898,454 +680,934 +56%
SAM
5
Sentinel Asset Management
Vermont
$47.9M 1,398,017 +1,398,017 New
Morgan Stanley
6
Morgan Stanley
New York
$41.9M 1,223,155 +267,940 +28%
Goldman Sachs
7
Goldman Sachs
New York
$31.5M 919,353 +919,353 New
NC
8
NewSquare Capital
Pennsylvania
$26.1M 761,092 +367,296 +93%
TFA
9
Transamerica Financial Advisors
Florida
$22.7M 662,484 +313,786 +90%
PFS
10
Prospera Financial Services
Texas
$21.9M 638,344 +415,364 +186%
AssetMark Inc
11
AssetMark Inc
California
$19.4M 564,825 +486,709 +623%
Jane Street
12
Jane Street
New York
$18.9M 550,299 +550,299 New
MWM
13
Mission Wealth Management
California
$16.5M 481,705 +53,235 +12%
Bank of America
14
Bank of America
North Carolina
$12.9M 376,102 +15,587 +4%
LPL Financial
15
LPL Financial
California
$11.2M 327,758 +5,021 +2%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$8.92M 260,350 +169,600 +187%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$8.88M 259,216 -3,731 -1%
CIM
18
Confluence Investment Management
Missouri
$8.68M 253,349 +15,090 +6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$8.52M 248,483 +198,495 +397%
RJA
20
Raymond James & Associates
Florida
$8.36M 244,063 +118,089 +94%
PPA
21
Parametric Portfolio Associates
Washington
$6.2M 180,981 +2,600 +1%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$5.81M 169,513 -13,808 -8%
CAG
23
Crestwood Advisors Group
Massachusetts
$4.83M 140,896 -15,400 -10%
WIP
24
Wellesley Investment Partners
Massachusetts
$4.61M 134,540 +16,237 +14%
SAM
25
Strategy Asset Managers
California
$4.08M 119,099 -19,407 -14%