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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
MA
101
MUFG Americas
New York
$481K +$22.9K +750 +5%
SMC
102
Smith, Moore & Co
Missouri
$479K +$61.8K +2,023 +15%
ANTB
103
AMG National Trust Bank
Colorado
$467K
JP Morgan Chase
104
JP Morgan Chase
New York
$419K +$28.1K +919 +7%
IAA
105
Ironsides Asset Advisors
North Carolina
$415K +$4.15K +136 +1%
IP
106
Investment Partners
Ohio
$403K +$403K +13,189 New
WRM
107
Westport Resources Management
Connecticut
$394K
WCM
108
Windsor Capital Management
Arizona
$353K -$6.87K -225 -2%
BRWM
109
B. Riley Wealth Management
Tennessee
$347K
TIA
110
Tiemann Investment Advisors
California
$316K
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309K -$5.64M -184,869 -2%
GC
112
Grimes & Company
Massachusetts
$305K +$305K +9,995 New
AA
113
Ancora Advisors
Ohio
$305K +$305K +10,000 New
NGA
114
Naples Global Advisors
Florida
$303K
VFS
115
VSR Financial Services
Kansas
$302K +$90.6K +2,968 +43%
ICAS
116
Investors Capital Advisory Services
Massachusetts
$299K +$52.8K +1,730 +21%
LW
117
Linscomb Wealth
Texas
$291K
DC
118
Davenport & Co
Virginia
$289K -$61.1K -2,000 -17%
SFA
119
Sequoia Financial Advisors
Ohio
$279K -$98.5K -3,225 -26%
CM
120
Capital Management
Virginia
$259K
WA
121
Winfield Associates
Ohio
$255K
TFCP
122
Twin Focus Capital Partners
Massachusetts
$251K -$251K -8,230 -50%
PA
123
Pinnacle Associates
New York
$249K
M&T Bank
124
M&T Bank
New York
$245K +$885 +29 +0.4%
HPC
125
HM Payson & Co
Maine
$241K +$241K +7,901 New