11A
SPIB icon

10-15 Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

10-15 Associates’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2.16M Buy
58,672
+39,367
+204% +$1.45M 0.42% 57
2020
Q2 		$705K Buy
19,305
+365
+2% +$13K 0.14% 73
2020
Q1 		$644K Buy
+18,940
New +$664K 0.15% 70

Other funds holding SPIB

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

10-15 Associates's SPIB Position: Q3 2020 in Review

10-15 Associates increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 204% in Q3 2020, buying an estimated $1.45M and bringing the position to 58,672 shares worth $2.16M. The position accounts for 0.42% of the portfolio, ranked #57.

10-15 Associates first reported a position in SPIB in Q1 2020 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold SPIB as of Q3 2020.

  • 10-15 Associates held 58,672 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.16M as of Q3 2020.
  • 10-15 Associates bought 39,367 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2020, an estimated $1.45M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.42% of 10-15 Associates's portfolio in Q3 2020, its #57 holding.
  • 10-15 Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.