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Calton & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-2,885
Closed -$98K – 1145
2017
Q4 		$98K Buy
+2,885
New +$99.2K 0.02% 501

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Calton & Associates's SPIB Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2018, closing a stake of 2,885 shares — an estimated $98K sold.

Calton & Associates first reported a position in SPIB in Q4 2017 and held it in 1 quarter. The position peaked at $98K in Q4 2017. 205 funds tracked by Wall St. Rank hold SPIB as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,885 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2018, an estimated $98K.
  • Calton & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $98K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.