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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
WRM
101
Westport Resources Management
Connecticut
$395K
JP Morgan Chase
102
JP Morgan Chase
New York
$393K -$165K -5,370 -29%
HighTower Advisors
103
HighTower Advisors
Illinois
$388K -$26.6K -867 -6%
SFA
104
Sequoia Financial Advisors
Ohio
$378K +$14.1K +460 +4%
MSU
105
Maple Securities USA
New Jersey
$375K
WCM
106
Windsor Capital Management
Arizona
$361K -$17K -554 -4%
DC
107
Davenport & Co
Virginia
$351K -$245K -8,000 -41%
BRWM
108
B. Riley Wealth Management
Tennessee
$348K +$350K +11,400 New
TIA
109
Tiemann Investment Advisors
California
$317K +$72.1K +2,350 +29%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315K +$10.7M +349,553 +4%
NGA
111
Naples Global Advisors
Florida
$304K -$12.3K -400 -4%
GWA
112
Genesis Wealth Advisors
Massachusetts
$296K -$418K -13,616 -58%
LW
113
Linscomb Wealth
Texas
$292K
BBA
114
BLB&B Advisors
Pennsylvania
$276K +$277K +9,033 New
CM
115
Capital Management
Virginia
$260K
CA
116
Cetera Advisors
Colorado
$257K +$260K +8,483 New
WA
117
Winfield Associates
Ohio
$256K
SCA
118
Strategic Capital Alternatives
United States
$251K
PA
119
Pinnacle Associates
New York
$250K -$24.4K -797 -9%
ICAS
120
Investors Capital Advisory Services
Massachusetts
$247K +$859 +28 +0.3%
M&T Bank
121
M&T Bank
New York
$245K -$7.79K -254 -3%
IFB
122
iAB Financial Bank
Indiana
$243K -$30.7K -1,000 -11%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$221K -$2.98K -97 -1%
VFS
124
VSR Financial Services
Kansas
$212K +$212K +6,920 New
KeyBank National Association
125
KeyBank National Association
Ohio
$202K +$203K +6,604 New