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State Street SPDR Portfolio Short Term Corporate Bond ETF

188 hedge funds and large institutions have $2.48B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

1% less funds holding

Funds holding: 189188 (-1)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

7.21% less ownership

Funds ownership: 77.03%69.83% (-7.2%)

13% less capital invested

Capital invested by funds: $2.87B → $2.48B (-$385M)

Holders
188
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
30
Increased
62
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$591M +$10.8M +352,117 +2%
Bank of America
2
Bank of America
North Carolina
$385M +$18.3M +599,876 +5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$342M +$9.51M +310,917 +3%
State Street
4
State Street
Massachusetts
$202M +$10.3M +336,468 +5%
VA
5
Valmark Advisers
Ohio
$117M +$611K +19,979 +0.5%
WI
6
WBI Investments
New Jersey
$65.8M +$65.9M +2,154,151 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$49M +$49M +1,603,784 New
Morgan Stanley
8
Morgan Stanley
New York
$39M +$7.14M +233,527 +22%
Wells Fargo
9
Wells Fargo
California
$36.5M +$1M +32,724 +3%
ST
10
Spinnaker Trust
Maine
$33.3M +$306K +9,991 +0.9%
UBS Group
11
UBS Group
Switzerland
$30.7M -$4.41M -144,162 -13%
BWM
12
Baystate Wealth Management
Massachusetts
$29.4M -$232M -7,575,983 -89%
MWM
13
Mission Wealth Management
California
$29.1M +$1.98M +64,726 +7%
BlackRock
14
BlackRock
New York
$28.7M +$1.98M +64,679 +7%
SGAM
15
Steinberg Global Asset Management
Florida
$24.4M -$2.97K -97 -0%
PFM
16
PacWest Financial Management
Arizona
$21.9M -$509K -16,660 -19%
USAA
17
United Services Automobile Association
Texas
$21.5M +$21.5M +702,775 New
RW
18
Rand Wealth
Maryland
$20.9M +$1.06M +34,514 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$19.9M +$4.04M +132,016 +25%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$16M -$7.17M -234,455 -31%
B
21
Bridgeworth
Alabama
$15.1M +$15.1M +493,636 New
Lazard Asset Management
22
Lazard Asset Management
New York
$14.7M
UCFA
23
United Capital Financial Advisors
Texas
$14.4M -$3.84M -125,437 -21%
BTS
24
BB&T Securities
Virginia
$13.9M
Baird Financial Group
25
Baird Financial Group
Wisconsin
$13.5M +$4.44M +145,325 +49%