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

Aviance Capital 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
2019 Q1	–	Sell	-43	Closed	-$1K	–	254
2018 Q4	$1K	Buy	+43	New	+$1.42K	﹤0.01%	228
2017 Q3	–	Sell	-2,216	Closed	-$76K	–	367
2017 Q2	$76K	Buy	+2,216	New	+$76.1K	﹤0.01%	218
2016 Q4	–	Sell	-185,994	Closed	-$6.49M	–	299
2016 Q3	$6.49M	Buy	185,994 +140,421	+308%	+$4.9M	0.18%	105
2016 Q2	$1.59M	Buy	+45,573	New	+$1.57M	0.05%	156

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 $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

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

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

AIMU

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

Aviance Capital Management's SPIB Position: Q1 2019 in Review

Aviance Capital Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in SPIB in Q2 2016 and held it in 4 quarters. The position peaked at $6.49M in Q3 2016. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

Aviance Capital Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Aviance Capital Management sold 43 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $1K.
Aviance Capital Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2016 and held it in 4 quarters.
Aviance Capital Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.49M in Q3 2016.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.