Clal Insurance’s State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF SPIB Stock Holding History

Clal Insurance’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4,336	Closed	-$145K	–	101
2015 Q4	$145K	Sell	4,336 -28,896	-87%	-$977K	﹤0.01%	80
2015 Q3	$1.13M	Hold	33,232	–	–	0.03%	72
2015 Q2	$1.13M	Hold	33,232	–	–	0.03%	77
2015 Q1	$1.15M	Hold	33,232	–	–	0.03%	81
2014 Q4	$1.14M	Buy	+33,232	New	+$1.14M	0.03%	84

Other funds holding SPIB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Clal Insurance's SPIB Position: Q1 2016 in Review

Clal Insurance sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF (SPIB) in Q1 2016, closing a stake of 4,336 shares — an estimated $145K sold.

Clal Insurance first reported a position in SPIB in Q4 2014 and held it in 5 quarters. The position peaked at $1.15M in Q1 2015. 93 funds tracked by Wall St. Rank hold SPIB as of Q1 2016.

Clal Insurance reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position as of Q1 2016 after selling out during the quarter.
Clal Insurance sold 4,336 State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF shares in Q1 2016, an estimated $145K.
Clal Insurance first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF in Q4 2014 and held it in 5 quarters.
Clal Insurance's State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF position peaked at $1.15M in Q1 2015.
93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF as of Q1 2016.

Based on Clal Insurance's 13F filing for Q1 2016, filed 10 May 2016.