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State Street SPDR Portfolio Short Term Corporate Bond ETF

191 hedge funds and large institutions have $2.1B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.96B → $2.1B (+$139M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 191191 (0)

2.44% less ownership

Funds ownership: 65.22%62.78% (-2.4%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
191
Holders Change
Holders Change %
0%
% of All Funds
4.76%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.45%
New
19
Increased
75
Reduced
66
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$964K -$169K -5,515 -15%
CCA
102
Catalyst Capital Advisors
New York
$964K +$234K +7,638 +32%
OAM
103
Oxford Asset Management
United Kingdom
$942K +$942K +30,700 New
William Blair & Company
104
William Blair & Company
Illinois
$926K +$47.7K +1,555 +5%
AA
105
Ancora Advisors
Ohio
$920K +$613K +20,000 +200%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$900K -$8.93K -291 -1%
NCMW
107
Northern Capital Management (Wisconsin)
Wisconsin
$870K -$206K -6,725 -19%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$851K +$679K +22,129 +392%
SG Americas Securities
109
SG Americas Securities
New York
$828K
ATC
110
Argent Trust Co
Tennessee
$817K -$61.5K -2,004 -7%
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$790K -$71.8K -2,340 -8%
EWM
112
Empirical Wealth Management
Washington
$769K +$11.4K +371 +2%
CA
113
Continuum Advisory
Idaho
$742K -$35.1K -1,144 -5%
HK
114
Horizon Kinetics
New York
$736K
MSAM
115
Moloney Securities Asset Management
Missouri
$729K -$2.12K -69 -0.3%
PAG
116
Private Advisory Group
Washington
$696K -$3.14M -102,406 -82%
DP
117
Dearborn Partners
Illinois
$685K +$36.8K +1,200 +6%
JIC
118
Johnson Investment Counsel
Ohio
$665K -$462K -15,048 -41%
MAM
119
Marquette Asset Management
Minnesota
$662K -$5.43K -177 -0.8%
DWM
120
Destination Wealth Management
California
$648K +$648K +21,144 New
JP Morgan Chase
121
JP Morgan Chase
New York
$625K +$89.8K +2,927 +17%
PFM
122
Phillips Financial Management
Indiana
$615K -$2.08K -68 -0.3%
MML Investors Services
123
MML Investors Services
Massachusetts
$587K -$27.8M -906,031 -98%
CC
124
Cognios Capital
Kansas
$553K +$122K +3,992 +28%
SPIA
125
Steward Partners Investment Advisory
New York
$550K +$440K +14,361 +402%