Crossmark Global Holdings’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Crossmark Global Holdings’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	-16,871	Closed	-$557K	–	1407
2018 Q4	$557K	Sell	16,871 -55	-0.3%	-$1.81K	0.02%	726
2018 Q3	$564K	Hold	16,926	–	–	0.01%	880
2018 Q2	$563K	Sell	16,926 -2,463	-13%	-$81.9K	0.02%	867
2018 Q1	$650K	Sell	19,389 -1,746	-8%	-$58.9K	0.02%	775
2017 Q4	$723K	Sell	21,135 -3,637	-15%	-$125K	0.02%	774
2017 Q3	$855K	Buy	+24,772	New	+$855K	0.02%	675
2016 Q3	$855K	Buy	+24,772	New	+$864K	0.02%	675

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.9% 1-Year Est. Return

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

MIS

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

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

AIMU

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

Crossmark Global Holdings's SPIB Position: Q1 2019 in Review

Crossmark Global Holdings sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2019, closing a stake of 16,871 shares — an estimated $557K sold.

Crossmark Global Holdings first reported a position in SPIB in Q3 2016 and held it in 7 quarters. The position peaked at $855K in Q3 2017. 266 funds tracked by Wall St. Rank hold SPIB as of Q1 2019.

Crossmark Global Holdings reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Crossmark Global Holdings sold 16,871 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2019, an estimated $557K.
Crossmark Global Holdings first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2016 and held it in 7 quarters.
Crossmark Global Holdings's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $855K in Q3 2017.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2019.

Based on Crossmark Global Holdings's 13F filing for Q1 2019, filed 2 May 2019.