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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
Barclays
76
Barclays
United Kingdom
$308K +$129K +4,212 +70%
BWM
77
Braver Wealth Management
Massachusetts
$302K -$53.6K -1,743 -15%
UBS AM
78
UBS AM
Illinois
$298K
CS
79
Credit Suisse
Switzerland
$282K -$13.5K -438 -5%
GAM
80
Gould Asset Management
California
$268K -$5.38K -175 -2%
CM
81
Capital Management
Virginia
$265K +$21.5K +700 +9%
AI
82
Atria Investments
North Carolina
$258K +$258K +8,396 New
VFS
83
VSR Financial Services
Kansas
$253K +$254K +8,251 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$44.8M +1,456,455 +22%
SFA
85
Sequoia Financial Advisors
Ohio
$229K +$230K +7,467 New
SMC
86
Smith, Moore & Co
Missouri
$228K +$228K +7,417 New
WCM
87
Windsor Capital Management
Arizona
$212K +$38.5K +1,252 +22%
CNB
88
City National Bank
California
$210K +$210K +6,840 New
CFS
89
Community Financial System
New York
$181K -$755K -24,575 -81%
TWA
90
TCI Wealth Advisors
Arizona
$150K
AIG
91
American International Group
New York
$116K -$10.5K -340 -8%
CP
92
Corbenic Partners
Pennsylvania
$100K +$99.9K +3,250 New
V
93
Veritable
Delaware
$94K -$208K -6,778 -69%
PSUF
94
People's United Financial
Connecticut
$94K
Creative Planning
95
Creative Planning
Kansas
$92K -$28.1K -913 -23%
SCG
96
Strategic Capital Group
Washington
$79K -$24.1K -785 -23%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$74K +$42.9K +1,396 +140%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$72K +$72.4K +2,355 New
WA
99
WealthTrust-Arizona
Arizona
$64K -$1.42M -46,063 -96%
OIA
100
Optimum Investment Advisors
Illinois
$60K