Advisor Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Advisor Group’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
2019 Q4	$11.6M	Buy	327,495 +52,371	+19%	+$1.85M	0.08%	212
2019 Q3	$9.71M	Sell	275,124 -23,820	-8%	-$836K	0.07%	234
2019 Q2	$10.4M	Buy	298,944 +88,530	+42%	+$3.04M	0.08%	215
2019 Q1	$7.19M	Buy	210,414 +109,020	+108%	+$3.66M	0.06%	285
2018 Q4	$3.35M	Buy	101,394 +13,731	+16%	+$452K	0.03%	432
2018 Q3	$2.92M	Buy	87,663 +23,239	+36%	+$774K	0.03%	507
2018 Q2	$2.15M	Buy	64,424 +3,439	+6%	+$114K	0.03%	525
2018 Q1	$2.05M	Sell	60,985 -16,742	-22%	-$565K	0.03%	554
2017 Q4	$2.66M	Buy	77,727 +14,320	+23%	+$492K	0.04%	461
2017 Q3	$2.19M	Sell	63,407 -28,316	-31%	-$978K	0.03%	469
2017 Q2	$3.16M	Buy	91,723 +31,792	+53%	+$1.09M	0.06%	337
2017 Q1	$2.04M	Buy	59,931 +2,726	+5%	+$92.7K	0.04%	455
2016 Q4	$1.94M	Buy	57,205 +18,362	+47%	+$629K	0.04%	430
2016 Q3	$1.36M	Buy	38,843 +9,047	+30%	+$315K	0.03%	531
2016 Q2	$1.04M	Buy	+29,796	New	+$1.03M	0.03%	603

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

TAIM

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

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

AIMU

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Advisor Group's SPIB Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 19% in Q4 2019, buying an estimated $1.85M and bringing the position to 327,495 shares worth $11.6M. The position accounts for 0.08% of the portfolio, ranked #212.

Advisor Group first reported a position in SPIB in Q2 2016 and has held it in 15 quarters since. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

Advisor Group held 327,495 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $11.6M as of Q4 2019.
Advisor Group bought 52,371 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $1.85M.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.08% of Advisor Group's portfolio in Q4 2019, its #212 holding.
Advisor Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and has held it in 15 quarters since.
310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.