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

Genesis Wealth 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
2015
Q2 		– Sell
-4,277
Closed -$148K – 514
2015
Q1 		$148K Hold
4,277
– – 0.12% 78
2014
Q4 		$148K Buy
+4,277
New +$146K 0.12% 88

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Genesis Wealth Advisors's SPIB Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2015, closing a stake of 4,277 shares — an estimated $148K sold.

Genesis Wealth Advisors first reported a position in SPIB in Q4 2014 and held it in 2 quarters. The position peaked at $148K in Q1 2015. 68 funds tracked by Wall St. Rank hold SPIB as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 4,277 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2015, an estimated $148K.
  • Genesis Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2014 and held it in 2 quarters.
  • Genesis Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $148K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.