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SPDR Portfolio Intermediate Term Corporate Bond ETF

205 hedge funds and large institutions have $2.5B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
205
Holders Change
+33
Holders Change %
+19.19%
% of All Funds
4.71%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
50
Increased
72
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$700M 20,857,274 +2,168,335 +12%
T
2
Thomaspartners
Massachusetts
$228M 6,796,940 +6,796,940 New
UBS Group
3
UBS Group
Switzerland
$226M 6,731,428 +135,657 +2%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$204M 6,079,043 +295,713 +5%
RJA
5
Raymond James & Associates
Florida
$130M 3,873,640 +333,025 +9%
Wells Fargo
6
Wells Fargo
California
$107M 3,187,209 -230,114 -7%
SMA
7
Simply Money Advisors
Ohio
$75.4M 2,249,030 +2,249,030 New
Bank of America
8
Bank of America
North Carolina
$68.7M 2,049,520 +920,645 +82%
AIMU
9
Allianz Investment Management US
Minnesota
$67.1M 2,000,000 +2,000,000 New
MIS
10
Morningstar Investment Services
Illinois
$66.7M 1,987,277 +379,365 +24%
State Street
11
State Street
Massachusetts
$38.4M 1,146,257 +39,208 +4%
Morgan Stanley
12
Morgan Stanley
New York
$34.9M 1,041,041 +3,830 +0.4%
GFPC
13
Global Financial Private Capital
Florida
$34.1M 1,015,207 +149,029 +17%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$29.8M 889,888 +544,163 +157%
SMM
15
Stadion Money Management
Georgia
$29.5M 880,081 +90,433 +11%
MWM
16
Mission Wealth Management
California
$25.2M 752,037 -560,694 -43%
WI
17
WrapManager Inc
California
$19.1M 569,968 +569,968 New
ERIM
18
Eagle Ridge Investment Management
Connecticut
$17.9M 534,313 +29,140 +6%
SGAM
19
Stephens Group Asset Management
Arkansas
$17.3M 515,132 -350,513 -40%
HI
20
Horizon Investments
North Carolina
$17.2M 511,548 +511,548 New
AA
21
ALPS Advisors
Colorado
$16.7M 497,728 +4,679 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16M 482,531 +68,449 +17%
LPL Financial
23
LPL Financial
California
$15.9M 475,255 +4,824 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15M 448,334 -24,265 -5%
CIM
25
Confluence Investment Management
Missouri
$15M 447,869 -3,625 -0.8%