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SPDR Portfolio Intermediate Term Corporate Bond ETF

102 hedge funds and large institutions have $873M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
35
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$203M 5,816,527 +158,182 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$127M 3,633,005 +689,298 +23%
State Street
3
State Street
Massachusetts
$122M 3,505,300 +185,902 +6%
Wells Fargo
4
Wells Fargo
California
$63.8M 1,828,933 -69,521 -4%
MIS
5
Morningstar Investment Services
Illinois
$30.9M 884,926 +884,926 New
Morgan Stanley
6
Morgan Stanley
New York
$28.8M 826,111 -397,044 -32%
MWM
7
Mission Wealth Management
California
$28.7M 822,506 +340,801 +71%
Invesco
8
Invesco
Georgia
$27.4M 786,300 +786,300 New
AssetMark Inc
9
AssetMark Inc
California
$21.3M 610,671 +45,846 +8%
SAM
10
Sentinel Asset Management
Vermont
$19.3M 551,988 -846,029 -61%
PPA
11
Parametric Portfolio Associates
Washington
$14.4M 413,971 +232,990 +129%
LPL Financial
12
LPL Financial
California
$13.6M 389,446 +61,688 +19%
Bank of America
13
Bank of America
North Carolina
$12M 342,529 -33,573 -9%
PA
14
Probity Advisors
Texas
$10.4M 298,260 +298,260 New
CIM
15
Confluence Investment Management
Missouri
$9.71M 278,211 +24,862 +10%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$9.05M 259,245 +29 +0%
AWMS
17
Advocacy Wealth Management Services
Georgia
$8.66M 248,249 +130,050 +110%
NA
18
Nottingham Advisors
New York
$8.27M 236,917 +229,242 +2,987%
Jane Street
19
Jane Street
New York
$7.59M 217,567 -332,732 -60%
Goldman Sachs
20
Goldman Sachs
New York
$7.34M 210,456 -708,897 -77%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$7.23M 207,328 +37,815 +22%
RJA
22
Raymond James & Associates
Florida
$6.9M 197,826 -46,237 -19%
PTC
23
Philadelphia Trust Company
Pennsylvania
$5.17M 148,180 +148,180 New
WIP
24
Wellesley Investment Partners
Massachusetts
$5.05M 144,883 +10,343 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.56M 130,822 +45,991 +54%