We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

108 hedge funds and large institutions have $1.01B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $873M → $1.01B (+$138M)

6% more funds holding

Funds holding: 102108 (+6)

1.5% more ownership

Funds ownership: 64.4%65.9% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
43
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$205M +$1.6M +46,004 +0.8%
CSIA
2
Charles Schwab Investment Advisory
California
$182M +$55.3M +1,585,735 +44%
State Street
3
State Street
Massachusetts
$156M +$33.1M +949,620 +27%
Wells Fargo
4
Wells Fargo
California
$68.1M +$4.22M +121,045 +7%
MIS
5
Morningstar Investment Services
Illinois
$43.2M +$12.3M +353,885 +40%
MWM
6
Mission Wealth Management
California
$32.6M +$3.93M +112,552 +14%
SAM
7
Sentinel Asset Management
Vermont
$32.6M +$13.4M +383,072 +69%
AssetMark Inc
8
AssetMark Inc
California
$29.8M +$8.43M +241,593 +40%
Morgan Stanley
9
Morgan Stanley
New York
$28.3M -$517K -14,821 -2%
AWMS
10
Advocacy Wealth Management Services
Georgia
$14.7M +$6.01M +172,249 +69%
AA
11
ALPS Advisors
Colorado
$14.6M +$14.6M +418,364 New
PPA
12
Parametric Portfolio Associates
Washington
$14.5M
LPL Financial
13
LPL Financial
California
$13.4M -$75.9K -2,176 -0.6%
CIM
14
Confluence Investment Management
Missouri
$11.4M +$1.69M +48,523 +17%
Bank of America
15
Bank of America
North Carolina
$10.7M -$1.28M -36,678 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.57M +$5M +143,351 +110%
PA
17
Probity Advisors
Texas
$9.51M -$7.88M -225,874 -76%
NA
18
Nottingham Advisors
New York
$8.34M +$64.7K +1,854 +0.8%
Invesco
19
Invesco
Georgia
$8.06M -$19.4M -555,300 -71%
Wolverine Trading
20
Wolverine Trading
Illinois
$7.17M +$7.16M +205,339 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$7.04M -$196K -5,625 -3%
ACM
22
Aviance Capital Management
Florida
$6.49M +$4.9M +140,421 +308%
PTC
23
Philadelphia Trust Company
Pennsylvania
$5.41M +$239K +6,855 +5%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$5.27M +$921K +26,400 +21%
WIP
25
Wellesley Investment Partners
Massachusetts
$5.03M -$23.9K -685 -0.5%