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SPDR Portfolio Intermediate Term Corporate Bond ETF

108 hedge funds and large institutions have $1.01B invested in 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.

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.89%
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 Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$205M 5,862,531 +46,004 +0.8%
CSIA
2
Charles Schwab Investment Advisory
California
$182M 5,218,740 +1,585,735 +44%
State Street
3
State Street
Massachusetts
$156M 4,454,920 +949,620 +27%
Wells Fargo
4
Wells Fargo
California
$68.1M 1,949,978 +121,045 +7%
MIS
5
Morningstar Investment Services
Illinois
$43.2M 1,238,811 +353,885 +40%
MWM
6
Mission Wealth Management
California
$32.6M 935,058 +112,552 +14%
SAM
7
Sentinel Asset Management
Vermont
$32.6M 935,060 +383,072 +69%
AssetMark Inc
8
AssetMark Inc
California
$29.8M 852,264 +241,593 +40%
Morgan Stanley
9
Morgan Stanley
New York
$28.3M 811,290 -14,821 -2%
AWMS
10
Advocacy Wealth Management Services
Georgia
$14.7M 420,498 +172,249 +69%
AA
11
ALPS Advisors
Colorado
$14.6M 418,364 +418,364 New
PPA
12
Parametric Portfolio Associates
Washington
$14.5M 413,971
LPL Financial
13
LPL Financial
California
$13.4M 387,270 -2,176 -0.6%
CIM
14
Confluence Investment Management
Missouri
$11.4M 326,734 +48,523 +17%
Bank of America
15
Bank of America
North Carolina
$10.7M 305,851 -36,678 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.57M 274,173 +143,351 +110%
PA
17
Probity Advisors
Texas
$9.51M 72,386 -225,874 -76%
NA
18
Nottingham Advisors
New York
$8.34M 238,771 +1,854 +0.8%
Invesco
19
Invesco
Georgia
$8.06M 231,000 -555,300 -71%
Wolverine Trading
20
Wolverine Trading
Illinois
$7.17M 205,339 +205,339 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$7.04M 201,703 -5,625 -3%
ACM
22
Aviance Capital Management
Florida
$6.49M 185,994 +140,421 +308%
PTC
23
Philadelphia Trust Company
Pennsylvania
$5.41M 155,035 +6,855 +5%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$5.27M 151,050 +26,400 +21%
WIP
25
Wellesley Investment Partners
Massachusetts
$5.03M 144,198 -685 -0.5%