FAN
SPIB icon

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

Financial Advisors Network’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
2017
Q1 		– Sell
-84
Closed -$2.85K – 398
2016
Q4 		$2.85K Buy
+84
New +$2.88K ﹤0.01% 394

Other funds holding SPIB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Financial Advisors Network's SPIB Position: Q1 2017 in Review

Financial Advisors Network sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2017, closing a stake of 84 shares — an estimated $2.85K sold.

Financial Advisors Network first reported a position in SPIB in Q4 2016 and held it in 1 quarter. The position peaked at $2.85K in Q4 2016. 128 funds tracked by Wall St. Rank hold SPIB as of Q1 2017.

  • Financial Advisors Network reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 84 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2017, an estimated $2.85K.
  • Financial Advisors Network first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $2.85K in Q4 2016.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.