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State Street SPDR Portfolio Short Term Corporate Bond ETF

97 hedge funds and large institutions have $997M invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 9397 (+4)

25.11% less ownership

Funds ownership: 109%83.89% (-25%)

61% less capital invested

Capital invested by funds: $2.57B → $997M (-$1.58B)

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
3.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
18
Increased
45
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
51
Twin Focus Capital Partners
Massachusetts
$859K +$98.8K +3,224 +13%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$775K +$517K +16,867 +202%
HK
53
Horizon Kinetics
New York
$738K
MAM
54
Marquette Asset Management
Minnesota
$715K +$152K +4,962 +27%
Comerica Bank
55
Comerica Bank
Texas
$694K +$5.64K +184 +0.8%
WA
56
WESPAC Advisors
California
$690K +$101K +3,310 +17%
Goldman Sachs
57
Goldman Sachs
New York
$655K +$653K +21,324 New
CWM
58
Concert Wealth Management
California
$624K +$624K +20,363 New
RJA
59
Raymond James & Associates
Florida
$556K +$48.1K +1,569 +9%
RCM
60
Rotella Capital Management
Washington
$523K
DC
61
Davenport & Co
Virginia
$493K +$491K +16,023 New
EWM
62
Empirical Wealth Management
Washington
$454K +$452K +14,768 New
TFA
63
Transamerica Financial Advisors
Florida
$452K +$24.2K +789 +6%
Ameriprise
64
Ameriprise
Minnesota
$434K +$240K +7,841 +125%
DP
65
Dearborn Partners
Illinois
$432K +$95K +3,100 +28%
BFA
66
Beaumont Financial Advisors
Massachusetts
$368K +$366K +11,960 New
BWM
67
Braver Wealth Management
Massachusetts
$356K
SSWM
68
Sheets Smith Wealth Management
North Carolina
$313K +$67.1K +2,191 +27%
UBS AM
69
UBS AM
Illinois
$302K
V
70
Veritable
Delaware
$302K
CS
71
Credit Suisse
Switzerland
$296K -$24.5M -799,912 -99%
PA
72
Pinnacle Associates
New York
$282K
GAM
73
Gould Asset Management
California
$274K +$31.4K +1,025 +13%
NES
74
New England Securities
New York
$270K +$269K +8,788 New
HCM
75
Hengehold Capital Management
Ohio
$245K