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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

68 hedge funds and large institutions have $379M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
18
Increased
27
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$45.2M
2
Wells Fargo
2
Wells Fargo
California
$38.9M
3
MWM
3
Mission Wealth Management
California
$12.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.7M
5
TFA
5
Transamerica Financial Advisors
Florida
$8.31M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AB
2
AT Bancorp
Iowa
$360K
3
CHAM
3
Clear Harbor Asset Management
Connecticut
$0
4
IH
4
IFC Holdings
Florida
$0
5
NA
5
Nottingham Advisors
New York
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$119M 3,508,469 +74,748 +2%
CSIA
2
Charles Schwab Investment Advisory
California
$45.2M 1,330,677 +1,012,008 +318%
Wells Fargo
3
Wells Fargo
California
$38.9M 1,145,134 +372,210 +48%
Morgan Stanley
4
Morgan Stanley
New York
$34.7M 1,022,090 +256,571 +34%
CC
5
Curian Capital
Colorado
$15.3M 449,349 +27,711 +7%
MWM
6
Mission Wealth Management
California
$12.3M 355,094 +355,094 New
Bank of America
7
Bank of America
North Carolina
$10.3M 301,937 +76,382 +34%
CAG
8
Crestwood Advisors Group
Massachusetts
$8.62M 253,648 +16,916 +7%
TFA
9
Transamerica Financial Advisors
Florida
$8.31M 244,527 +244,527 New
NC
10
NewSquare Capital
Pennsylvania
$7.89M 232,255 +232,255 New
CIM
11
Confluence Investment Management
Missouri
$7.4M 217,870 +10,038 +5%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$6.48M 190,845 +190,845 New
PFS
13
Prospera Financial Services
Texas
$5.78M 170,114 +170,114 New
SAM
14
Strategy Asset Managers
California
$4.87M 143,393 +4,502 +3%
State Street
15
State Street
Massachusetts
$4.13M 121,643 +114,786 +1,674%
BCM
16
Bluefin Capital Management
New York
$3.83M 112,707 +93,064 +474%
CS
17
Credit Suisse
Switzerland
$3.76M 110,677 +37,015 +50%
Ameriprise
18
Ameriprise
Minnesota
$3.68M 108,722 +87,302 +408%
LPL Financial
19
LPL Financial
California
$2.84M 83,478 +48,571 +139%
BHB
20
Bank Hapoalim BM
Israel
– – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.57M 75,678 +29,814 +65%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$2.4M 70,830 +31,200 +79%
RJA
23
Raymond James & Associates
Florida
$2.27M 66,906 +66,906 New
AssetMark Inc
24
AssetMark Inc
California
$2.25M 66,164 +30,991 +88%
NA
25
Nottingham Advisors
New York
$2.02M 59,366 -5,251 -8%
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