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State Street SPDR Portfolio Short Term Corporate Bond ETF

140 hedge funds and large institutions have $2.72B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

9% more funds holding

Funds holding: 128140 (+12)

7.16% more ownership

Funds ownership: 77.93%85.1% (+7.2%)

0% more capital invested

Capital invested by funds: $2.72B → $2.72B (+$5.64M)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
3.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
26
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$6.42M +$92.1K +3,004 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.24M +$1.58M +51,498 +34%
WT
28
Whittier Trust
California
$6.17M -$391K -12,761 -6%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$6.12M -$13.6M -441,900 -69%
AP
30
Atwood & Palmer
Missouri
$5.48M -$267K -8,699 -5%
NA
31
Nottingham Advisors
New York
$5.22M +$5.23M +170,424 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.08M -$2.02M -65,753 -28%
FC
33
FCA Corp
Texas
$5.06M +$566K +18,464 +13%
EIM
34
Emerson Investment Management
Massachusetts
$4.6M -$130K -4,233 -3%
HFS
35
HL Financial Services
Kentucky
$4.55M +$50K +1,629 +1%
PFM
36
PacWest Financial Management
Arizona
$4.54M +$151K +4,920 +3%
William Blair & Company
37
William Blair & Company
Illinois
$4.41M -$60.8K -1,983 -1%
B
38
Baird
Wisconsin
$4.34M +$74.8K +2,440 +2%
CG
39
Colony Group
Massachusetts
$3.98M +$1.18M +38,371 +42%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$3.91M +$11.7K +380 +0.3%
SFT
41
Simmons First Trust
Arkansas
$3.34M +$40.5K +1,319 +1%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$3.31M -$227K -7,400 -6%
US Bancorp
43
US Bancorp
Minnesota
$2.75M -$613K -20,000 -18%
JG
44
Jefferies Group
New York
$2.74M -$1.64M -53,575 -37%
VSWA
45
Vontobel Swiss Wealth Advisors
Switzerland
$2.61M +$2.62M +85,330 New
CC
46
Curian Capital
Colorado
$2.58M +$114K +3,713 +5%
SIM
47
SSI Investment Management
California
$2.55M +$2.56M +83,396 New
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$2.55M -$2.15M -70,205 -46%
WCM
49
Wealthcare Capital Management
Virginia
$2.52M
Deutsche Bank
50
Deutsche Bank
Germany
$2.43M