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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

102 hedge funds and large institutions have $873M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
20
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$30.9M
2
Invesco
2
Invesco
Georgia
$27.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$127M
4
MWM
4
Mission Wealth Management
California
$28.7M
5
PA
5
Probity Advisors
Texas
$10.4M

Top Sellers

1
SAM
1
Sentinel Asset Management
Vermont
$19.3M
2
NC
2
NewSquare Capital
Pennsylvania
$11K
3
Goldman Sachs
3
Goldman Sachs
New York
$7.34M
4
PFS
4
Prospera Financial Services
Texas
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HPWM
51
Highland Private Wealth Management
Washington
$975K 27,945 +7,575 +37%
DWM
52
Destination Wealth Management
California
$938K 26,871 – –
ERIM
53
Eagle Ridge Investment Management
Connecticut
$889K 25,471 +25,471 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$887K 25,418 +11,188 +79%
ASN
55
Advisory Services Network
Georgia
$875K 25,080 +25,076 +626,900%
LPT
56
Legacy Private Trust
Wisconsin
$818K 23,450 – –
BCM
57
Brookstone Capital Management
Illinois
$814K 23,325 +23,325 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$806K 23,104 -1,462 -6%
RIG
59
Roosevelt Investment Group
New York
$805K 23,074 +4,211 +22%
HIIFS
60
Harel Insurance Investments & Financial Services
Israel
– – – –
Betterment LLC
61
Betterment LLC
New York
$695K 19,925 +1,907 +11%
PFG
62
Pacific Financial Group
Washington
$612K 17,552 +17,552 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$569K 16,295 +460 +3%
AIM
64
Acropolis Investment Management
Missouri
$562K 16,105 – –
RFC
65
Regions Financial Corp
Alabama
$544K 15,595 -2,405 -13%
IA
66
IFP Advisors
Florida
$487K 13,953 -8,791 -39%
WT
67
Whittier Trust
California
$438K 12,548 -750 -6%
BTS
68
BB&T Securities
Virginia
$419K 12,036 +1 +0%
HighTower Advisors
69
HighTower Advisors
Illinois
$368K 10,541 +274 +3%
MFS
70
MSI Financial Services
Massachusetts
$364K 10,436 +1,438 +16%
GC
71
Garde Capital
Washington
$345K 9,891 -3,190 -24%
CAL
72
Capital Advisors Ltd
Ohio
$323K 9,262 +2,900 +46%
APCM
73
Alaska Permanent Capital Management
Alaska
$307K 8,800 +8,800 New
VKH
74
Virtu KCG Holdings
New York
$286K 8,193 -23,087 -74%
FM
75
Foster & Motley
Ohio
$282K 8,075 -5,418 -40%
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