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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
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$333M -$4.51M -147,216 -1%
Bank of America
2
Bank of America
North Carolina
$283M -$26.5M -866,694 -9%
State Street
3
State Street
Massachusetts
$202M -$9.94M -324,586 -5%
VA
4
Valmark Advisers
Ohio
$120M +$907K +29,613 +0.8%
Members Trust
5
Members Trust
Florida
$70.7M +$2.22M +72,361 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$58.6M +$8.59M +280,406 +17%
Fisher Asset Management
7
Fisher Asset Management
Washington
$45.6M -$1.3M -42,540 -3%
Morgan Stanley
8
Morgan Stanley
New York
$42.8M +$3.03M +98,908 +8%
Wells Fargo
9
Wells Fargo
California
$36.9M +$1.95M +63,582 +6%
ST
10
Spinnaker Trust
Maine
$35.4M +$1.11M +36,114 +3%
USAA
11
United Services Automobile Association
Texas
$32.5M +$5.18M +169,167 +19%
BWM
12
Baystate Wealth Management
Massachusetts
$32.2M +$1.28M +41,730 +4%
UBS Group
13
UBS Group
Switzerland
$31M -$235K -7,664 -0.8%
MWM
14
Mission Wealth Management
California
$31M +$313K +10,219 +1%
B
15
Bailard
California
$28.4M +$17.9M +586,203 +173%
MML Investors Services
16
MML Investors Services
Massachusetts
$28.3M +$28.3M +925,185 New
RW
17
Rand Wealth
Maryland
$26.7M +$1.51M +49,379 +6%
SGAM
18
Steinberg Global Asset Management
Florida
$24.8M +$313K +10,227 +1%
SAM
19
Sentinel Asset Management
Vermont
$23.4M
RJA
20
Raymond James & Associates
Florida
$20.8M +$3.34M +109,214 +19%
Lazard Asset Management
21
Lazard Asset Management
New York
$18.9M
B
22
Bridgeworth
Alabama
$18M +$2.28M +74,363 +14%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$17.5M +$755K +24,662 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.9M +$13.5M +439,679 +552%
Ameriprise
25
Ameriprise
Minnesota
$14.9M +$2.36M +77,221 +19%