HSBC Holdings

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

HSBC 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
2017 Q2	–	Sell	-149,660	Closed	-$5.11M	–	2252
2017 Q1	$5.11M	Buy	+149,660	New	+$5.09M	0.01%	921
2016 Q4	–	Sell	-201,703	Closed	-$7.04M	–	2780
2016 Q3	$7.04M	Sell	201,703 -5,625	-3%	-$196K	0.02%	794
2016 Q2	$7.23M	Buy	207,328 +37,815	+22%	+$1.3M	0.02%	780
2016 Q1	$5.81M	Sell	169,513 -13,808	-8%	-$466K	0.02%	838
2015 Q4	$6.14M	Sell	183,321 -5,536	-3%	-$187K	0.01%	866
2015 Q3	$6.41M	Sell	188,857 -1,988	-1%	-$67.3K	0.02%	726
2015 Q2	$6.48M	Buy	+190,845	New	+$6.54M	0.01%	744

Other funds holding SPIB

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

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

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return