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State Street SPDR Portfolio Short Term Corporate Bond ETF

191 hedge funds and large institutions have $1.96B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more capital invested

Capital invested by funds: $1.9B → $1.96B (+$63.4M)

0.91% more ownership

Funds ownership: 64.3%65.22% (+0.91%)

5% less funds holding

Funds holding: 201191 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
4.76%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.52%
New
13
Increased
80
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$14.5M +$84.3K +2,753 +0.6%
BFM
27
Boston Financial Management
Massachusetts
$13.5M +$1.23M +40,112 +10%
CWM
28
Cabot Wealth Management
Massachusetts
$12.2M +$7.93M +259,005 +188%
AWMS
29
Advocacy Wealth Management Services
Georgia
$11.6M -$6.33M -206,645 -35%
BTS
30
BB&T Securities
Virginia
$11.2M +$9.48M +309,703 +546%
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$10.5M -$861K -28,125 -8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$10.3M -$2.03M -66,173 -16%
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.2M +$1.39M +45,386 +16%
CSA
34
Cottage Street Advisors
Massachusetts
$10.1M +$285K +9,302 +3%
BCI
35
Brinker Capital Investments
Pennsylvania
$10M +$556K +18,159 +6%
GAM
36
Gemmer Asset Management
California
$9.57M +$171K +5,582 +2%
WIP
37
Wellesley Investment Partners
Massachusetts
$9.39M +$215K +7,015 +2%
WS
38
Wela Strategies
Georgia
$9.37M +$339K +11,068 +4%
BFA
39
Beaumont Financial Advisors
Massachusetts
$8.63M -$98.8K -3,227 -1%
LPL Financial
40
LPL Financial
California
$8.3M +$58.3K +1,904 +0.7%
WA
41
WestEnd Advisors
North Carolina
$7.89M +$1.92M +62,669 +32%
AssetMark Inc
42
AssetMark Inc
California
$7.87M -$483K -15,789 -6%
HCP
43
Holt Capital Partners
Texas
$6.98M +$52K +1,700 +0.8%
MWM
44
Mascoma Wealth Management
New Hampshire
$6.57M +$1.06M +34,667 +19%
AA
45
AlphaMark Advisors
Kentucky
$6.39M +$656K +21,418 +11%
ERIM
46
Eagle Ridge Investment Management
Connecticut
$6M +$497K +16,217 +9%
TAT
47
TD Ameritrade Trust
Colorado
$5.7M +$1.72M +56,067 +43%
SMM
48
Stadion Money Management
Georgia
$5.61M +$1.45M +47,494 +35%
FC
49
FCA Corp
Texas
$5.11M +$27.6K +901 +0.5%
HFS
50
HL Financial Services
Kentucky
$4.74M -$155K -5,061 -3%