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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

50 hedge funds and large institutions have $193M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$100M
2
CC
2
Curian Capital
Colorado
$13.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
SWM
4
SVA Wealth Management
Wisconsin
$1.47M
5
NA
5
Nottingham Advisors
New York
$2M

Top Sellers

1
SAM
1
Strategy Asset Managers
California
$0
2
State Street
2
State Street
Massachusetts
$0
3
AssetMark Inc
3
AssetMark Inc
California
$201K
4
BCM
4
Bluefin Capital Management
New York
$0
5
SCG
5
Strategic Capital Group
Washington
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$100M 2,983,797 +769,780 +35%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M 941,725 +226,293 +32%
CC
3
Curian Capital
Colorado
$13.8M 409,573 +409,573 New
Wells Fargo
4
Wells Fargo
California
$8.16M 242,959 -25,932 -10%
Bank of America
5
Bank of America
North Carolina
$5.51M 164,105 +7,392 +5%
CIM
6
Confluence Investment Management
Missouri
$4.89M 145,550 +9,457 +7%
SMM
7
Stadion Money Management
Georgia
$3.94M 117,290 -35,320 -23%
SI
8
Stephens Inc
Arkansas
$3.58M 106,400 +700 +0.7%
NA
9
Nottingham Advisors
New York
$2M 59,625 +26,275 +79%
AIG
10
American International Group
New York
$1.63M 48,584 +19,627 +68%
SWM
11
SVA Wealth Management
Wisconsin
$1.47M 43,800 +43,800 New
EWM
12
Empirical Wealth Management
Washington
$1.32M 39,283 +8,115 +26%
NB
13
NBT Bank
New York
$1.3M 38,679 +253 +0.7%
PFM
14
Phillips Financial Management
Indiana
$1.27M 37,585 +232 +0.6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.03M 30,677 -168 -0.5%
LPL Financial
16
LPL Financial
California
$1.02M 30,234 -14,151 -32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$956K 28,484 +828 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$806K 23,979 – –
AIM
19
Acropolis Investment Management
Missouri
$781K 23,250 – –
PFS
20
Prospera Financial Services
Texas
$754K 22,433 +4,869 +28%
CS
21
Credit Suisse
Switzerland
$688K 20,487 +5,040 +33%
FIM
22
Freedom Investment Management
Connecticut
$673K 20,040 -906 -4%
CCM
23
Chilton Capital Management
Texas
$590K 17,550 -300 -2%
VFS
24
VSR Financial Services
Kansas
$469K 13,960 +3,299 +31%
CAL
25
Capital Advisors Ltd
Ohio
$436K 12,990 +12,990 New
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