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SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Overview Fund Activity

121 hedge funds and large institutions have $1.16B invested in SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
30
Increased
48
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$218M
2
State Street
2
State Street
Massachusetts
$180M
3
Wells Fargo
3
Wells Fargo
California
$86.7M
4
AA
4
ALPS Advisors
Colorado
$28.5M
5
ERIM
5
Eagle Ridge Investment Management
Connecticut
$13.5M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
ACM
2
Aviance Capital Management
Florida
$0
3
NA
3
Nottingham Advisors
New York
$2.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$218M 6,423,871 +1,205,131 +23%
UBS Group
2
UBS Group
Switzerland
$203M 5,999,495 +136,964 +2%
State Street
3
State Street
Massachusetts
$180M 5,309,385 +854,465 +19%
Wells Fargo
4
Wells Fargo
California
$86.7M 2,557,326 +607,348 +31%
MIS
5
Morningstar Investment Services
Illinois
$44.8M 1,322,532 +83,721 +7%
MWM
6
Mission Wealth Management
California
$34.2M 1,008,517 +73,459 +8%
Morgan Stanley
7
Morgan Stanley
New York
$34M 1,001,589 +190,299 +23%
SAM
8
Sentinel Asset Management
Vermont
$31.7M 935,060 – –
AssetMark Inc
9
AssetMark Inc
California
$29.1M 858,095 +5,831 +0.7%
AA
10
ALPS Advisors
Colorado
$28.5M 840,858 +422,494 +101%
AWMS
11
Advocacy Wealth Management Services
Georgia
$16.2M 478,729 +58,231 +14%
PPA
12
Parametric Portfolio Associates
Washington
$14.1M 415,413 +1,442 +0.3%
LPL Financial
13
LPL Financial
California
$13.8M 408,245 +20,975 +5%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$13.5M 398,255 +366,034 +1,136%
CIM
15
Confluence Investment Management
Missouri
$12.8M 378,235 +51,501 +16%
Bank of America
16
Bank of America
North Carolina
$12.4M 364,782 +58,931 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11M 324,921 +50,748 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.2M 300,703 +288,023 +2,271%
DPIM
19
Duff & Phelps Investment Management
Illinois
$9.99M 294,500 +294,500 New
NC
20
NewSquare Capital
Pennsylvania
$8.9M 262,429 +262,109 +81,909%
PA
21
Probity Advisors
Texas
$7.7M 227,018 +154,632 +214%
Betterment LLC
22
Betterment LLC
New York
$6.59M 194,317 +168,311 +647%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$6.16M 181,557 +140,760 +345%
PFS
24
Prospera Financial Services
Texas
$5.91M 173,575 +173,575 New
Invesco
25
Invesco
Georgia
$5.75M 169,500 -61,500 -27%
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