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State Street SPDR Portfolio Short Term Corporate Bond ETF

140 hedge funds and large institutions have $2.72B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

9% more funds holding

Funds holding: 128140 (+12)

7.16% more ownership

Funds ownership: 77.93%85.1% (+7.2%)

0% more capital invested

Capital invested by funds: $2.72B → $2.72B (+$5.64M)

Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
3.73%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
26
Increased
57
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$885M -$77.9M -2,540,444 -8%
Bank of America
2
Bank of America
North Carolina
$494M +$7.95M +259,339 +2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$423M +$10.4M +337,802 +3%
State Street
4
State Street
Massachusetts
$139M +$6.4M +208,565 +5%
VA
5
Valmark Advisers
Ohio
$124M +$44.1M +1,436,677 +55%
BTS
6
BB&T Securities
Virginia
$108M -$60.9K -1,987 -0.6%
RIG
7
RiverFront Investment Group
Virginia
$83.6M -$14.1M -460,702 -14%
ST
8
Spinnaker Trust
Maine
$39.3M +$21.3M +693,847 +118%
Morgan Stanley
9
Morgan Stanley
New York
$33.2M -$3.51M -114,524 -10%
RW
10
Rand Wealth
Maryland
$23M +$4.11M +134,020 +22%
Wells Fargo
11
Wells Fargo
California
$22.2M +$1.19M +38,787 +6%
CI
12
CAZ Investments
Texas
$21.6M +$21.7M +705,950 New
Lazard Asset Management
13
Lazard Asset Management
New York
$19.7M
3AM
14
3D Asset Management
Connecticut
$18.8M -$2.62M -85,551 -12%
UBS Group
15
UBS Group
Switzerland
$18.1M +$18.2M +593,241 New
HF
16
Hoxton Financial
West Virginia
$18M -$123K -3,998 -0.7%
BCI
17
Brinker Capital Investments
Pennsylvania
$14.1M -$3.29M -107,296 -19%
B
18
Bailard
California
$12.9M +$1.26M +40,962 +11%
RJA
19
Raymond James & Associates
Florida
$10.2M +$5.29M +172,475 +108%
SRSA
20
S.R. Schill & Associates
Washington
$9.25M +$9.28M +302,482 New
AssetMark Inc
21
AssetMark Inc
California
$9.21M -$2.39M -77,985 -21%
FAAM
22
First Allied Asset Management
California
$8.54M -$120K -3,910 -1%
TAT
23
TD Ameritrade Trust
Colorado
$8.47M +$3.55M +115,657 +72%
GAM
24
Gemmer Asset Management
California
$8.21M +$850K +27,708 +12%
HCMT
25
Highland Capital Management (Tennessee)
Tennessee
$6.66M +$702K +22,889 +12%