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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return