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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
SC
76
Stratford Consulting
Texas
$871K +$291K +9,477 +50%
TFA
77
Transamerica Financial Advisors
Florida
$824K +$118K +3,848 +17%
DC
78
Davenport & Co
Virginia
$764K -$153K -5,000 -17%
HK
79
Horizon Kinetics
New York
$734K
AI
80
Atria Investments
North Carolina
$733K +$283K +9,213 +62%
RP
81
Reinhart Partners
Wisconsin
$730K -$12.3K -400 -2%
GWA
82
Genesis Wealth Advisors
Massachusetts
$715K +$714K +23,272 New
CWM
83
Cabot Wealth Management
Massachusetts
$618K +$620K +20,199 New
VKH
84
Virtu KCG Holdings
New York
$598K +$155K +5,050 +35%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589K +$314M +10,230,452 +113%
PAG
86
Private Advisor Group
New Jersey
$581K +$55.9K +1,823 +11%
CWM
87
Concert Wealth Management
California
$557K -$685K -22,334 -55%
UBS AM
88
UBS AM
Illinois
$553K
JP Morgan Chase
89
JP Morgan Chase
New York
$547K +$228K +7,445 +71%
TFCP
90
Twin Focus Capital Partners
Massachusetts
$518K
DP
91
Dearborn Partners
Illinois
$498K +$24.5K +800 +5%
FFS
92
Founders Financial Securities
Maryland
$477K +$8.28K +270 +2%
HI
93
Horizon Investments
North Carolina
$477K +$8.5K +277 +2%
GAM
94
Gould Asset Management
California
$470K +$472K +15,375 New
Millennium Management
95
Millennium Management
New York
$468K +$469K +15,302 New
EWM
96
Empirical Wealth Management
Washington
$459K +$1.38K +45 +0.3%
HighTower Advisors
97
HighTower Advisors
Illinois
$420K -$161K -5,243 -28%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$414K +$33.3K +1,087 +9%
WRM
99
Westport Resources Management
Connecticut
$394K
MSU
100
Maple Securities USA
New Jersey
$375K +$376K +12,260 New