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UBS’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

UBS’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
2014
Q3 		$96.9M Buy
2,837,900
+131,775
+5% +$4.52M 0.07% 275
2014
Q2 		$93.3M Sell
2,706,125
-417,139
-13% -$14.3M 0.07% 271
2014
Q1 		$106M Buy
3,123,264
+139,467
+5% +$4.73M 0.09% 221
2013
Q4 		$100M Buy
2,983,797
+769,780
+35% +$26M 0.09% 220
2013
Q3 		$74.7M Buy
2,214,017
+133,156
+6% +$4.47M 0.08% 250
2013
Q2 		$69.9M Buy
+2,080,861
New +$71.8M 0.08% 244

Other funds holding SPIB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

UBS's SPIB Position: Q3 2014 in Review

UBS increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.9% in Q3 2014, buying an estimated $4.52M and bringing the position to 2,837,900 shares worth $96.9M. The position accounts for 0.07% of the portfolio, ranked #275.

UBS first reported a position in SPIB in Q2 2013 and has held it in 6 quarters since. The position peaked at $106M in Q1 2014. 59 funds tracked by Wall St. Rank hold SPIB as of Q3 2014.

  • UBS held 2,837,900 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $96.9M as of Q3 2014.
  • UBS bought 131,775 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2014, an estimated $4.52M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.07% of UBS's portfolio in Q3 2014, its #275 holding.
  • UBS first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $106M in Q1 2014.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.