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State Street SPDR Portfolio Intermediate Term Treasury ETF

28 hedge funds and large institutions have $87.6M invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $81.9M → $87.6M (+$5.7M)

4% more funds holding

Funds holding: 2728 (+1)

4.75% less ownership

Funds ownership: 106.5%101.75% (-4.8%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$25.2M -$381K -12,816 -1%
Bank of America
2
Bank of America
North Carolina
$24.2M +$2.32M +78,184 +11%
MAA
3
Managed Account Advisors
New Jersey
$19.1M -$1.09M -36,556 -5%
PAG
4
Pinnacle Advisory Group
Maryland
$9.63M +$9.65M +324,592 New
AssetMark Inc
5
AssetMark Inc
California
$1.45M +$1.24M +41,612 +566%
BEC
6
Blue Edge Capital
Virginia
$1.22M +$35.8K +1,206 +3%
U
7
UBS
Switzerland
$1.21M -$54.1K -1,822 -4%
Jane Street
8
Jane Street
New York
$1.11M +$1.11M +37,440 New
Invesco
9
Invesco
Georgia
$1.02M -$107K -3,602 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$771K -$1.68M -56,538 -69%
FBNAT
11
FirstMerit Bank N.A. Trustee
Ohio
$598K +$39.9K +1,344 +7%
Morgan Stanley
12
Morgan Stanley
New York
$375K -$162K -5,454 -30%
Wells Fargo
13
Wells Fargo
California
$331K +$259K +8,726 +357%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$319K +$63.8K +2,148 +25%
Creative Planning
15
Creative Planning
Kansas
$294K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$289K -$4.07M -136,842 -93%
Citigroup
17
Citigroup
New York
$130K +$32.2K +1,082 +33%
M&T Bank
18
M&T Bank
New York
$106K +$106K +3,562 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$90K -$7.43K -250 -8%
ECM
20
ETrade Capital Management
Virginia
$39K +$357 +12 +0.9%
OIA
21
Optimum Investment Advisors
Illinois
$20K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$18K
BC
23
Bartlett & Co
Ohio
$17K
Ameriprise
24
Ameriprise
Minnesota
$15K
MFS
25
MSI Financial Services
Massachusetts
$9K -$412K -13,880 -98%