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State Street SPDR Portfolio Short Term Corporate Bond ETF

191 hedge funds and large institutions have $1.96B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 80 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 52

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more capital invested

Capital invested by funds: $1.9B → $1.96B (+$63.4M)

0.91% more ownership

Funds ownership: 64.3%65.22% (+0.91%)

5% less funds holding

Funds holding: 201191 (-10)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
4.76%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.52%
New
13
Increased
80
Reduced
52
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
151
Curbstone Financial Management Corp
New Hampshire
$209K
PP
152
Pegasus Partners
Wisconsin
$205K
IA
153
IFP Advisors
Florida
$199K -$24.9K -814 -11%
Creative Planning
154
Creative Planning
Kansas
$195K -$4.5K -147 -2%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$173K +$92 +3 +0.1%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$150K -$41.8K -1,365 -22%
RCA
157
Rowland Carmichael Advisors
Arizona
$143K
WA
158
WealthTrust-Arizona
Arizona
$124K
TCM
159
TD Capital Management
Tennessee
$124K +$551 +18 +0.4%
WA
160
Winfield Associates
Ohio
$118K
SPIA
161
Steward Partners Investment Advisory
New York
$109K +$109K +3,576 New
OIA
162
OneDigital Investment Advisors
Kansas
$105K +$105K +3,429 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$100K +$99.8K +3,258 New
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$92K
NFG
165
Next Financial Group
Texas
$75K +$56.5K +1,844 +307%
VIA
166
Vantage Investment Advisors
Pennsylvania
$61K +$48.4K +1,581 +374%
CAL
167
Capital Advisors Ltd
Ohio
$50K
YWP
168
YorkBridge Wealth Partners
New York
$49K +$1.72K +56 +4%
RFA
169
Reilly Financial Advisors
California
$43K
SBL
170
Sargent Bickham Lagudis
Colorado
$35K
MA
171
MUFG Americas
New York
$31K
PA
172
Parallel Advisors
California
$29K
PG
173
Patten Group
Tennessee
$21K +$21.3K +697 New
PCTC
174
Perkins Coie Trust Company
Washington
$19K
MA
175
MCF Advisors
Kentucky
$18K +$2.08K +68 +13%