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SPDR Portfolio Intermediate Term Corporate Bond ETF

262 hedge funds and large institutions have $3.44B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 90 increasing their positions, 78 reducing their positions, and 25 closing their positions.

Holders
262
Holders Change
+39
Holders Change %
+17.49%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
66
Increased
90
Reduced
78
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$956M 28,939,105 +5,518,691 +24%
USAA
2
United Services Automobile Association
Texas
$287M 8,687,039 +273,419 +3%
UBS Group
3
UBS Group
Switzerland
$246M 7,450,385 -451,168 -6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$245M 7,416,149 +1,142,243 +18%
RJA
5
Raymond James & Associates
Florida
$145M 4,391,864 +64,259 +1%
DCM
6
DeGreen Capital Management
Arizona
$140M 424,098 +212,900 +101%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$84.8M 2,567,897 +333,335 +15%
LPL Financial
8
LPL Financial
California
$76.9M 2,328,238 +1,788,878 +332%
MIS
9
Morningstar Investment Services
Illinois
$73.5M 2,225,799 -7,713 -0.3%
Wells Fargo
10
Wells Fargo
California
$72M 2,180,195 -998,103 -31%
State Street
11
State Street
Massachusetts
$66.6M 2,016,436 +1,039,729 +106%
AIMU
12
Allianz Investment Management US
Minnesota
$66.1M 2,000,000
AssetMark Inc
13
AssetMark Inc
California
$52M 1,574,655 +11,267 +0.7%
PAS
14
Park Avenue Securities
New York
$50.4M 1,517,110 -69,854 -4%
CFIA
15
Cantor Fitzgerald Investment Advisors
New York
$38.9M 1,175,935 +21,537 +2%
MIFH
16
Migdal Insurance & Financial Holdings
Israel
$37.6M 1,137,466 +198,539 +21%
SI
17
Stephens Inc
Arkansas
$35.1M 1,061,401 -66,209 -6%
Verition Fund Management
18
Verition Fund Management
Connecticut
$31.2M 944,039 +944,039 New
AF
19
Allworth Financial
California
$31.1M 942,160 -409,704 -30%
HI
20
Horizon Investments
North Carolina
$31M 939,736 -63,355 -6%
Morgan Stanley
21
Morgan Stanley
New York
$29.5M 893,525 -122,852 -12%
Bank of America
22
Bank of America
North Carolina
$29.1M 880,860 -300,494 -25%
CPO
23
Cerity Partners OCIO
New York
$28.9M 876,070 +876,070 New
MWM
24
Mission Wealth Management
California
$27.8M 840,840 +21,174 +3%
GFPC
25
Global Financial Private Capital
Florida
$27.2M 824,606 -211,586 -20%