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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

85 hedge funds and large institutions have $546M invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
41
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$169M
2
CSIA
2
Charles Schwab Investment Advisory
California
$83.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.79M
4
LPL Financial
4
LPL Financial
California
$10.8M
5
BCM
5
Bluefin Capital Management
New York
$5.92M

Top Sellers

1
State Street
1
State Street
Massachusetts
$35.3M
2
CC
2
Curian Capital
Colorado
$3.31M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$5.23M
4
Jane Street
4
Jane Street
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$31.9M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$169M 5,051,371 +1,383,544 +38%
CSIA
2
Charles Schwab Investment Advisory
California
$83.7M 2,503,072 +547,122 +28%
Wells Fargo
3
Wells Fargo
California
$40.7M 1,217,520 +51,982 +4%
State Street
4
State Street
Massachusetts
$35.3M 1,055,090 -436,593 -29%
Morgan Stanley
5
Morgan Stanley
New York
$31.9M 955,215 -74,225 -7%
MWM
6
Mission Wealth Management
California
$14.3M 428,470 +63,947 +18%
NC
7
NewSquare Capital
Pennsylvania
$13.2M 393,796 +33,436 +9%
Bank of America
8
Bank of America
North Carolina
$12.1M 360,515 +25,598 +8%
TFA
9
Transamerica Financial Advisors
Florida
$11.7M 348,698 -12,911 -4%
LPL Financial
10
LPL Financial
California
$10.8M 322,737 +167,382 +108%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$8.79M 262,947 +262,947 New
CIM
12
Confluence Investment Management
Missouri
$7.97M 238,259 +9,641 +4%
PFS
13
Prospera Financial Services
Texas
$7.45M 222,980 +24,837 +13%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.14M 183,321 -5,536 -3%
PPA
15
Parametric Portfolio Associates
Washington
$5.96M 178,381 +500 +0.3%
BCM
16
Bluefin Capital Management
New York
$5.92M 177,049 +124,227 +235%
CS
17
Credit Suisse
Switzerland
$5.85M 175,057 +38,470 +28%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.23M 156,296 -101,750 -39%
SAM
19
Strategy Asset Managers
California
$4.63M 138,506 -4,360 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.42M 132,314 +8,605 +7%
RJA
21
Raymond James & Associates
Florida
$4.21M 125,974 +17,271 +16%
WIP
22
Wellesley Investment Partners
Massachusetts
$3.95M 118,303 +118,303 New
CC
23
Curian Capital
Colorado
$3.31M 99,076 -246,814 -71%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.24M 96,759 +96,759 New
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$3.03M 90,750 +4,350 +5%
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