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State Street SPDR Portfolio Short Term Corporate Bond ETF

111 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

39% more capital invested

Capital invested by funds: $997M → $1.39B (+$394M)

14% more funds holding

Funds holding: 97111 (+14)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

9.21% less ownership

Funds ownership: 83.89%74.69% (-9.2%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
111
Holders Change
+14
Holders Change %
+14.43%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
24
Increased
37
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$445M -$492M -16,002,580 -33%
Fisher Asset Management
2
Fisher Asset Management
Washington
$348M +$18.3M +595,736 +6%
State Street
3
State Street
Massachusetts
$123M +$3.37M +109,611 +3%
VA
4
Valmark Advisers
Ohio
$71.6M +$4.42M +143,682 +7%
Bank of America
5
Bank of America
North Carolina
$49.1M -$13.9M -451,259 -22%
Morgan Stanley
6
Morgan Stanley
New York
$34.8M -$25.1M -815,821 -42%
LPL Financial
7
LPL Financial
California
$29.4M -$21.8M -710,514 -43%
BCI
8
Brinker Capital Investments
Pennsylvania
$22.3M
3AM
9
3D Asset Management
Connecticut
$19.7M +$1.01M +32,828 +5%
Wells Fargo
10
Wells Fargo
California
$18.2M -$8.73M -283,837 -32%
SCM
11
Saba Capital Management
New York
$17.4M +$17.5M +568,396 New
Ohio Public Employees Retirement System (OPERS)
12
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.6M -$23.8M -775,504 -59%
U
13
UBS
Switzerland
$15.9M -$3.69M -119,924 -19%
SI
14
Stephens Inc
Arkansas
$15.4M -$375K -12,200 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.3M +$8.07M +262,560 +155%
QA
16
Quantitative Advantage
Minnesota
$12M -$8.11M -263,911 -40%
WT
17
Whittier Trust
California
$9.7M +$596K +19,382 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.5M -$1.27M -41,449 -13%
AssetMark Inc
19
AssetMark Inc
California
$6.7M -$6.81M -221,633 -50%
FAAM
20
First Allied Asset Management
California
$6.25M +$6.19M +201,471 New
BTS
21
BB&T Securities
Virginia
$4.78M +$478K +15,561 New
ACM
22
Antonetti Capital Management
Florida
$4.7M +$529K +17,215 +13%
William Blair & Company
23
William Blair & Company
Illinois
$4.46M -$2.28M -74,218 -34%
EIM
24
Emerson Investment Management
Massachusetts
$4.35M +$768K +24,988 +21%
TAT
25
TD Ameritrade Trust
Colorado
$4.31M -$63.7K -2,072 -1%