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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
MAM
51
Marquette Asset Management
Minnesota
$823K +$109K +3,555 +15%
CWM
52
Concert Wealth Management
California
$791K +$169K +5,507 +27%
WRM
53
Westport Resources Management
Connecticut
$787K -$338K -11,000 -30%
DC
54
Davenport & Co
Virginia
$783K +$292K +9,500 +59%
HK
55
Horizon Kinetics
New York
$737K
TFCP
56
Twin Focus Capital Partners
Massachusetts
$735K -$122K -3,979 -14%
HCP
57
Holt Capital Partners
Texas
$734K +$736K +23,926 New
WA
58
WESPAC Advisors
California
$656K -$33.3K -1,083 -5%
Goldman Sachs
59
Goldman Sachs
New York
$654K -$738 -24 -0.1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$632K -$141K -4,595 -18%
SC
61
Stratford Consulting
Texas
$618K -$248K -8,052 -29%
AP
62
Advisors Preferred
Maryland
$583K +$584K +19,000 New
RJA
63
Raymond James & Associates
Florida
$576K +$20.1K +655 +4%
EWM
64
Empirical Wealth Management
Washington
$545K +$92.2K +2,998 +20%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$545K +$232K +7,562 +74%
TFA
66
Transamerica Financial Advisors
Florida
$540K +$89.2K +2,902 +20%
RCM
67
Rotella Capital Management
Washington
$522K
Ameriprise
68
Ameriprise
Minnesota
$514K +$81.5K +2,652 +19%
DP
69
Dearborn Partners
Illinois
$431K
Bank of New York Mellon
70
Bank of New York Mellon
New York
$429K -$3.33M -108,416 -89%
PAG
71
Private Advisor Group
New Jersey
$420K +$420K +13,669 New
CAM
72
Capstone Asset Management
Texas
$404K +$404K +13,153 New
TIA
73
Tiemann Investment Advisors
California
$364K +$364K +11,850 New
PA
74
Pinnacle Associates
New York
$362K +$80.9K +2,630 +29%
NES
75
New England Securities
New York
$332K +$62.2K +2,022 +23%