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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

223 hedge funds and large institutions have $2.98B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

41% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 63

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16% more capital invested

Capital invested by funds: $2.57B → $2.98B (+$408M)

6% more funds holding

Funds holding: 211223 (+12)

1.43% less ownership

Funds ownership: 80.28%78.85% (-1.4%)

Holders
223
Holders Change
+12
Holders Change %
+5.69%
% of All Funds
5.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
39
Increased
89
Reduced
63
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$780M +$46.5M +1,394,603 +6%
USAA
2
United Services Automobile Association
Texas
$280M +$280M +8,413,620 New
UBS Group
3
UBS Group
Switzerland
$263M +$25.8M +774,158 +11%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$209M -$1.69M -50,785 -0.8%
RJA
5
Raymond James & Associates
Florida
$144M +$8.79M +263,859 +6%
Wells Fargo
6
Wells Fargo
California
$106M -$11.3M -339,396 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$74.4M +$6.81M +204,548 +10%
MIS
8
Morningstar Investment Services
Illinois
$74.4M +$3.6M +108,176 +5%
AIMU
9
Allianz Investment Management US
Minnesota
$66.6M
Jane Street
10
Jane Street
New York
$58.7M +$57.2M +1,717,156 +3,744%
PAS
11
Park Avenue Securities
New York
$52.6M -$2.25M -67,629 -4%
AssetMark Inc
12
AssetMark Inc
California
$52.1M +$1.08M +32,509 +2%
AF
13
Allworth Financial
California
$45M -$10.5M -315,379 -19%
Bank of America
14
Bank of America
North Carolina
$39.3M -$76.4M -2,292,393 -66%
CFIA
15
Cantor Fitzgerald Investment Advisors
New York
$38.4M +$38.5M +1,154,398 New
SI
16
Stephens Inc
Arkansas
$37.5M +$5.85M +175,484 +18%
GFPC
17
Global Financial Private Capital
Florida
$34.5M -$2.5M -75,190 -7%
Morgan Stanley
18
Morgan Stanley
New York
$33.8M -$769K -23,070 -2%
HI
19
Horizon Investments
North Carolina
$33.4M +$1.77M +53,090 +6%
State Street
20
State Street
Massachusetts
$32.5M -$5.31M -159,546 -14%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$31.3M +$233K +6,995 +0.8%
MWM
22
Mission Wealth Management
California
$27.3M +$1.18M +35,318 +5%
SMM
23
Stadion Money Management
Georgia
$26.5M -$733K -22,018 -3%
SGAM
24
Stephens Group Asset Management
Arkansas
$25.2M +$890K +26,723 +4%
ERIM
25
Eagle Ridge Investment Management
Connecticut
$18.6M +$196K +5,882 +1%