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SPDR Portfolio Intermediate Term Corporate Bond ETF

128 hedge funds and large institutions have $1.62B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 23 closing their positions.

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
22
Increased
49
Reduced
38
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$413M 11,967,398 +1,970,651 +20%
UBS Group
2
UBS Group
Switzerland
$232M 6,722,855 +114,979 +2%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$192M 5,550,165 +115,228 +2%
Wells Fargo
4
Wells Fargo
California
$118M 3,431,941 +378,946 +12%
RJA
5
Raymond James & Associates
Florida
$112M 3,242,715 +225,064 +7%
State Street
6
State Street
Massachusetts
$54.1M 1,567,656 +24,733 +2%
MIS
7
Morningstar Investment Services
Illinois
$47.8M 1,384,025 +173,415 +14%
MWM
8
Mission Wealth Management
California
$42.9M 1,242,082 +93,084 +8%
Bank of America
9
Bank of America
North Carolina
$37.4M 1,083,325 +613,261 +130%
Morgan Stanley
10
Morgan Stanley
New York
$34.7M 1,004,133 -152,291 -13%
SAM
11
Sentinel Asset Management
Vermont
$32.2M 933,866 -16,024 -2%
AA
12
ALPS Advisors
Colorado
$32M 925,908 +7,422 +0.8%
GFPC
13
Global Financial Private Capital
Florida
$27M 783,667 +113,069 +17%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$16.1M 467,195 +10,669 +2%
LPL Financial
15
LPL Financial
California
$15.6M 451,506 +13,568 +3%
CIM
16
Confluence Investment Management
Missouri
$15M 435,536 +17,550 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.6M 366,059 +35,815 +11%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$10.9M 316,366 +66,578 +27%
CCA
19
Conservest Capital Advisors
Pennsylvania
$10.4M 302,753 +302,753 New
DPIM
20
Duff & Phelps Investment Management
Illinois
$10.3M 299,300 +3,000 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.52M 275,895 +182,379 +195%
BA
22
Boston Advisors
Massachusetts
$9.5M 275,275 +28,954 +12%
SMM
23
Stadion Money Management
Georgia
$7.87M 228,098 +42,970 +23%
PAG
24
Private Advisory Group
Washington
$6.32M 183,137 +33,631 +22%
Ameriprise
25
Ameriprise
Minnesota
$5.75M 166,623 -5,685 -3%