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State Street SPDR Portfolio Short Term Corporate Bond ETF

156 hedge funds and large institutions have $2.7B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

14% more funds holding

Funds holding: 137156 (+19)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

1.77% less ownership

Funds ownership: 76.6%74.83% (-1.8%)

8% less capital invested

Capital invested by funds: $2.95B → $2.7B (-$243M)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.4%
New
31
Increased
52
Reduced
54
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$2.97M +$217K +7,061 +8%
Kayne Anderson Rudnick Investment Management
52
Kayne Anderson Rudnick Investment Management
California
$2.93M -$899K -29,300 -23%
CG
53
Colony Group
Massachusetts
$2.71M -$831K -27,103 -23%
AA
54
AlphaMark Advisors
Kentucky
$2.58M +$286K +9,322 +12%
CC
55
Curian Capital
Colorado
$2.55M -$20.9K -682 -0.8%
WCM
56
Wealthcare Capital Management
Virginia
$2.5M +$2.82K +92 +0.1%
LG
57
Laidlaw Group
New York
$2.44M +$280K +9,140 +13%
DSN
58
D. Scott Neal
Kentucky
$2.41M +$2.41M +78,685 New
NEPWA
59
New England Private Wealth Advisors
Massachusetts
$2.41M -$1.53M -49,761 -39%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.21M -$182K -5,940 -8%
AA
61
Alesco Advisors
New York
$2.2M +$2.2M +71,880 New
SFG
62
SNS Financial Group
Minnesota
$2.14M -$241K -7,848 -10%
EWM
63
Endurance Wealth Management
Rhode Island
$2.11M +$2.11M +68,950 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$2.09M +$46.7K +1,522 +2%
SFT
65
Simmons First Trust
Arkansas
$1.95M +$132K +4,298 +7%
TIM
66
Tortoise Investment Management
New York
$1.87M +$24.8K +810 +1%
Ameriprise
67
Ameriprise
Minnesota
$1.84M +$1.25M +40,614 +208%
Stifel Financial
68
Stifel Financial
Missouri
$1.76M +$1.77M +57,618 New
Goldman Sachs
69
Goldman Sachs
New York
$1.6M -$424K -13,823 -21%
WA
70
WESPAC Advisors
California
$1.44M +$6.84K +223 +0.5%
PCM
71
Parsons Capital Management
Rhode Island
$1.41M +$84.8K +2,764 +6%
BCM
72
Bluefin Capital Management
New York
$1.23M +$1.24M +40,298 New
PFM
73
Phillips Financial Management
Indiana
$1.2M -$62.6K -2,041 -5%
AIG
74
American International Group
New York
$1.13M +$68.9K +2,246 +6%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$1.06M -$4.82K -157 -0.4%