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Boston Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Boston Advisors’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
Q3 		$4.11M Buy
116,468
+14,905
+15% +$523K 0.21% 123
2019
Q2 		$3.55M Buy
101,563
+5,795
+6% +$199K 0.19% 145
2019
Q1 		$3.27M Buy
95,768
+14,668
+18% +$493K 0.17% 169
2018
Q4 		$2.68M Sell
81,100
-232,762
-74% -$7.67M 0.16% 170
2018
Q3 		$10.5M Buy
313,862
+14,809
+5% +$493K 0.45% 44
2018
Q2 		$9.96M Sell
299,053
-7,316
-2% -$243K 0.25% 88
2018
Q1 		$10.3M Buy
306,369
+2,250
+0.7% +$75.9K 0.26% 95
2017
Q4 		$10.4M Buy
304,119
+28,844
+10% +$991K 0.22% 135
2017
Q3 		$9.5M Buy
275,275
+28,954
+12% +$1,000K 0.22% 137
2017
Q2 		$8.48M Buy
246,321
+88,469
+56% +$3.04M 0.2% 148
2017
Q1 		$5.39M Buy
+157,852
New +$5.37M 0.13% 203

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Boston Advisors's SPIB Position: Q3 2019 in Review

Boston Advisors increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 15% in Q3 2019, buying an estimated $523K and bringing the position to 116,468 shares worth $4.11M. The position accounts for 0.21% of the portfolio, ranked #123.

Boston Advisors first reported a position in SPIB in Q1 2017 and has held it in 11 quarters since. The position peaked at $10.5M in Q3 2018. 286 funds tracked by Wall St. Rank hold SPIB as of Q3 2019.

  • Boston Advisors held 116,468 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $4.11M as of Q3 2019.
  • Boston Advisors bought 14,905 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2019, an estimated $523K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.21% of Boston Advisors's portfolio in Q3 2019, its #123 holding.
  • Boston Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2017 and has held it in 11 quarters since.
  • Boston Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.5M in Q3 2018.
  • 286 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.