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State Street SPDR Portfolio Short Term Corporate Bond ETF

162 hedge funds and large institutions have $2.61B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

4% more funds holding

Funds holding: 156162 (+6)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0.99% less ownership

Funds ownership: 74.83%73.85% (-0.99%)

4% less capital invested

Capital invested by funds: $2.7B → $2.61B (-$97.1M)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
4.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.39%
New
19
Increased
60
Reduced
58
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WESPAC Advisors
California
$1.13M -$307K -10,071 -21%
EWM
77
Empirical Wealth Management
Washington
$1.1M +$639K +20,936 +138%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$1.07M +$7.91K +259 +0.7%
PFM
79
Phillips Financial Management
Indiana
$1.05M -$152K -4,986 -13%
WTC
80
WhitTier Trust Company
Nevada
$1.02M +$27.9K +915 +3%
CWM
81
Concert Wealth Management
California
$998K +$2.26K +74 +0.2%
MAM
82
Marquette Asset Management
Minnesota
$987K +$32.5K +1,065 +3%
AIG
83
American International Group
New York
$912K -$218K -7,134 -19%
BCI
84
Brinker Capital Investments
Pennsylvania
$901K -$2.73M -89,263 -75%
SC
85
Stratford Consulting
Texas
$865K +$1.37K +45 +0.2%
WCM
86
Wealthcare Capital Management
Virginia
$821K -$1.68M -54,871 -67%
PAG
87
Private Advisor Group
New Jersey
$803K +$231K +7,561 +40%
CWM
88
Cabot Wealth Management
Massachusetts
$761K +$9.4K +308 +1%
HK
89
Horizon Kinetics
New York
$732K
RP
90
Reinhart Partners
Wisconsin
$729K
ATC
91
Argent Trust Co
Tennessee
$695K -$153 -5 -0%
1IA
92
1834 Investment Advisors
Wisconsin
$675K +$675K +22,125 New
Barclays
93
Barclays
United Kingdom
$663K +$567K +18,569 +527%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$660K +$93.4K +3,058 +16%
Citadel Advisors
95
Citadel Advisors
Florida
$649K -$69.8K -2,288 -10%
DP
96
Dearborn Partners
Illinois
$641K +$122K +4,000 +24%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$618K -$60.3K -1,975 -9%
GAM
98
Gould Asset Management
California
$593K -$28.2K -925 -5%
GF
99
Gerstein Fisher
New York
$551K +$551K +18,047 New
BBA
100
BLB&B Advisors
Pennsylvania
$512K +$236K +7,739 +86%