B. Riley Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

B. Riley Wealth 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
2015 Q1	–	Sell	-90	Closed	-$3K	–	1090
2014 Q4	$3K	Hold	90	–	–	﹤0.01%	915
2014 Q3	$3K	Hold	90	–	–	﹤0.01%	960
2014 Q2	$3K	Buy	+90	New	+$3.08K	﹤0.01%	1003

Other funds holding SPIB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

CSIA

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $670M AUM 34.04% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

B. Riley Wealth Management's SPIB Position: Q1 2015 in Review

B. Riley Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2015, closing a stake of 90 shares — an estimated $3K sold.

B. Riley Wealth Management first reported a position in SPIB in Q2 2014 and held it in 3 quarters. The position peaked at $3K in Q4 2014. 57 funds tracked by Wall St. Rank hold SPIB as of Q1 2015.

B. Riley Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Management sold 90 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2015, an estimated $3K.
B. Riley Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $3K in Q4 2014.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.