Advantage Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Advantage Investment Management’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
2018 Q3	–	Sell	-30	Closed	-$1K	–	1074
2018 Q2	$1K	Sell	30 -208	-87%	-$6.92K	﹤0.01%	927
2018 Q1	$8K	Buy	+238	New	+$8.03K	﹤0.01%	721
2017 Q3	–	Sell	-36,868	Closed	-$1.27M	–	1107
2017 Q2	$1.27M	Sell	36,868 -101	-0.3%	-$3.47K	0.44%	56
2017 Q1	$1.26M	Buy	36,969 +350	+1%	+$11.9K	0.5%	49
2016 Q4	$1.24M	Buy	+36,619	New	+$1.25M	0.46%	52
2016 Q2	–	Sell	-49,795	Closed	-$1.71M	–	912
2016 Q1	$1.71M	Buy	49,795 +5,873	+13%	+$198K	0.73%	35
2015 Q4	$1.47M	Buy	43,922 +2,123	+5%	+$71.8K	0.76%	39
2015 Q3	$1.42M	Buy	41,799 +12,237	+41%	+$414K	0.81%	31
2015 Q2	$1M	Buy	+29,562	New	+$1.01M	0.49%	63

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advantage Investment Management's SPIB Position: Q3 2018 in Review

Advantage Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q3 2018, closing a stake of 30 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in SPIB in Q2 2015 and held it in 9 quarters. The position peaked at $1.71M in Q1 2016. 222 funds tracked by Wall St. Rank hold SPIB as of Q3 2018.

Advantage Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 30 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2018, an estimated $1K.
Advantage Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2015 and held it in 9 quarters.
Advantage Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.71M in Q1 2016.
222 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.