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State Street SPDR Portfolio Short Term Corporate Bond ETF

111 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $997M → $1.39B (+$394M)

14% more funds holding

Funds holding: 97111 (+14)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

9.21% less ownership

Funds ownership: 83.89%74.69% (-9.2%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
111
Holders Change
+14
Holders Change %
+14.43%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
24
Increased
37
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$4.22M +$3.86M +125,434 +1,049%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$4.15M +$4.16M +135,268 New
CCMG
28
Clark Capital Management Group
Pennsylvania
$4.01M +$4.02M +130,751 New
US Bancorp
29
US Bancorp
Minnesota
$3.71M +$1.52M +49,350 +69%
FC
30
FCA Corp
Texas
$3.6M +$11.7K +381 +0.3%
HFS
31
HL Financial Services
Kentucky
$3.47M -$63.7K -2,071 -2%
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$3.47M +$203K +6,600 +6%
LWI
33
Long Wharf Investors
Massachusetts
$3.34M +$473K +15,370 +16%
B
34
Baird
Wisconsin
$3.08M -$9.84K -320 -0.3%
HC
35
HHG & Company
Connecticut
$3.07M -$1.75M -56,768 -36%
PFM
36
Phillips Financial Management
Indiana
$2.87M +$100K +3,263 +4%
FAAS
37
First Allied Advisory Services
California
$2.74M +$2.69M +87,444 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$2.56M +$134K +4,345 +5%
CC
39
Curian Capital
Colorado
$2.49M +$622K +20,228 +33%
Deutsche Bank
40
Deutsche Bank
Germany
$2.43M
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$2.31M +$6.15K +200 +0.3%
MA
42
MUFG Americas
New York
$2.15M +$2.15M +70,000 New
SFG
43
SNS Financial Group
Minnesota
$2.11M +$215K +6,994 +11%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.87M -$365K -11,888 -16%
SFT
45
Simmons First Trust
Arkansas
$1.69M +$1.69M +54,997 New
HighTower Advisors
46
HighTower Advisors
Illinois
$1.52M -$1.42M -46,111 -48%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.35M -$277K -9,010 -17%
RP
48
Reinhart Partners
Wisconsin
$1.31M
TIM
49
Tortoise Investment Management
New York
$1.18M -$335K -10,900 -22%
WTC
50
WhitTier Trust Company
Nevada
$1.01M -$6.15K -200 -0.6%