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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
Goldman Sachs
51
Goldman Sachs
New York
$2.39M +$558K +18,207 +30%
SFG
52
SNS Financial Group
Minnesota
$2.33M -$30.6K -999 -1%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$2.16M +$33.4K +1,089 +2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.12M +$127K +4,156 +6%
PFM
55
Phillips Financial Management
Indiana
$2.04M -$299K -9,755 -13%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M +$886K +28,880 +77%
BWM
57
Baystate Wealth Management
Massachusetts
$1.99M +$2M +65,182 New
LPL Financial
58
LPL Financial
California
$1.98M +$579K +18,867 +41%
PI
59
Placemark Investments
Illinois
$1.91M -$26.5K -864 -1%
MA
60
MUFG Americas
New York
$1.91M -$276K -9,000 -13%
AP
61
Advisors Preferred
Maryland
$1.67M +$1.67M +54,600 New
AIG
62
American International Group
New York
$1.48M -$73.3K -2,389 -5%
HCP
63
Holt Capital Partners
Texas
$1.43M +$38.3K +1,250 +3%
Bessemer Group
64
Bessemer Group
New Jersey
$1.33M
SCM
65
Saba Capital Management
New York
$1.31M -$4.02M -131,088 -75%
WA
66
WESPAC Advisors
California
$1.31M +$167K +5,459 +15%
PHS
67
Pekin Hardy Strauss
Illinois
$1.31M +$1.32M +42,923 New
Barclays
68
Barclays
United Kingdom
$1.29M +$971K +31,642 +282%
MAM
69
Marquette Asset Management
Minnesota
$1.17M +$41.3K +1,345 +4%
TIM
70
Tortoise Investment Management
New York
$1.13M +$19.3K +630 +2%
WTC
71
WhitTier Trust Company
Nevada
$1.01M -$29.1K -950 -3%
LG
72
Laidlaw Group
New York
$1M +$81.3K +2,650 +9%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$926K +$225K +7,320 +32%
Ameriprise
74
Ameriprise
Minnesota
$909K +$167K +5,455 +22%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$885K +$120K +3,920 +16%