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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

59 hedge funds and large institutions have $194M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$96.9M
2
SCA
2
Strategic Capital Alternatives
United States
$2.39M
3
BCM
3
Bluefin Capital Management
New York
$2.19M
4
Ameriprise
4
Ameriprise
Minnesota
$1.52M
5
Bank of America
5
Bank of America
North Carolina
$9.07M

Top Sellers

1
CC
1
Curian Capital
Colorado
$11.9M
2
SAM
2
Strategy Asset Managers
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$18M
4
NC
4
NewSquare Capital
Pennsylvania
$0
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$96.9M 2,837,900 +131,775 +5%
Morgan Stanley
2
Morgan Stanley
New York
$18M 528,409 -80,042 -13%
CC
3
Curian Capital
Colorado
$11.9M 347,817 -254,395 -42%
Wells Fargo
4
Wells Fargo
California
$11.4M 333,277 -22,334 -6%
Bank of America
5
Bank of America
North Carolina
$9.07M 265,667 +38,426 +17%
CAG
6
Crestwood Advisors Group
Massachusetts
$6.81M 199,404 +12,700 +7%
CIM
7
Confluence Investment Management
Missouri
$6.13M 179,662 +12,033 +7%
RJA
8
Raymond James & Associates
Florida
$2.67M 78,338 +3,874 +5%
SCA
9
Strategic Capital Alternatives
United States
$2.39M 70,069 +70,069 New
BCM
10
Bluefin Capital Management
New York
$2.19M 64,177 +64,177 New
BHB
11
Bank Hapoalim BM
Israel
– – – –
CS
12
Credit Suisse
Switzerland
$1.85M 54,188 +13,686 +34%
AIG
13
American International Group
New York
$1.83M 53,734 -689 -1%
Ameriprise
14
Ameriprise
Minnesota
$1.52M 44,658 +39,836 +826%
FIM
15
Freedom Investment Management
Connecticut
$1.47M 42,969 -495 -1%
PFM
16
Phillips Financial Management
Indiana
$1.32M 38,380 -344 -0.9%
NB
17
NBT Bank
New York
$1.32M 38,679 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.23M 35,993 +3,653 +11%
EWM
19
Empirical Wealth Management
Washington
$1.15M 33,600 -2,267 -6%
AssetMark Inc
20
AssetMark Inc
California
$951K 27,854 +6,162 +28%
LPL Financial
21
LPL Financial
California
$916K 26,770 +6,011 +29%
LPT
22
Legacy Private Trust
Wisconsin
$837K 24,520 – –
VKH
23
Virtu KCG Holdings
New York
$826K 24,200 +24,200 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$807K 23,639 +1,204 +5%
AIM
25
Acropolis Investment Management
Missouri
$794K 23,250 – –
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