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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

57 hedge funds and large institutions have $258M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
8
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$119M
2
CSIA
2
Charles Schwab Investment Advisory
California
$11M
3
Wells Fargo
3
Wells Fargo
California
$26.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.4M
5
CC
5
Curian Capital
Colorado
$14.6M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
SCA
2
Strategic Capital Alternatives
United States
$0
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
Bank of America
4
Bank of America
North Carolina
$7.79M
5
Jane Street
5
Jane Street
New York
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$835K 24,170 – –
AIM
27
Acropolis Investment Management
Missouri
$803K 23,250 – –
Ameriprise
28
Ameriprise
Minnesota
$740K 21,420 +9,531 +80%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$702K 20,316 +8,802 +76%
BCM
30
Bluefin Capital Management
New York
$678K 19,643 +19,643 New
WT
31
Whittier Trust
California
$582K 16,861 – –
GC
32
Garde Capital
Washington
$565K 16,355 +6,781 +71%
HighTower Advisors
33
HighTower Advisors
Illinois
$393K 11,392 +2,600 +30%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$380K 11,016 +1,950 +22%
Stifel Financial
35
Stifel Financial
Missouri
$348K 10,070 +10,070 New
FM
36
Foster & Motley
Ohio
$313K 9,054 +2,353 +35%
Comerica Bank
37
Comerica Bank
Texas
$308K 8,927 -9,309 -51%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$293K 8,489 +6,584 +346%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$273K 7,892 +1,236 +19%
CAL
40
Capital Advisors Ltd
Ohio
$246K 7,109 – –
State Street
41
State Street
Massachusetts
$237K 6,857 – –
Citigroup
42
Citigroup
New York
$235K 6,800 – –
BWM
43
Baystate Wealth Management
Massachusetts
$234K 6,782 +6,782 New
CHAM
44
Clear Harbor Asset Management
Connecticut
$233K 6,745 – –
IH
45
IFC Holdings
Florida
$206K 5,941 – –
GWA
46
Genesis Wealth Advisors
Massachusetts
$148K 4,277 – –
MFS
47
MSI Financial Services
Massachusetts
$132K 3,821 +640 +20%
TIM
48
Tortoise Investment Management
New York
$62K 1,800 – –
CFSG
49
Community Financial Services Group
Vermont
$58K 1,680 – –
BPBT
50
Boston Private Bank & Trust
Massachusetts
$53K 1,540 -1,290 -46%
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