FMA Advisory’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

FMA Advisory’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 Q2	$48K	Buy	+1,425	New	+$48.9K	0.03%	197

Other funds holding SPIB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

FMA Advisory's SPIB Position: Q2 2015 in Review

FMA Advisory opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2015: 1,425 shares worth $48K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

68 funds tracked by Wall St. Rank hold SPIB as of Q2 2015.

FMA Advisory held 1,425 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $48K as of Q2 2015.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new FMA Advisory position in Q2 2015.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.03% of FMA Advisory's portfolio in Q2 2015, its #197 holding.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.