IP
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Investment Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Investment Partners’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
2016
Q2 		– Sell
-11,107
Closed -$371K – 156
2016
Q1 		$371K Buy
11,107
+861
+8% +$29K 0.24% 103
2015
Q4 		$341K Sell
10,246
-340
-3% -$11.5K 0.41% 72
2015
Q3 		$359K Buy
+10,586
New +$359K 0.47% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Investment Partners's SPIB Position: Q2 2016 in Review

Investment Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2016, closing a stake of 11,107 shares — an estimated $371K sold.

Investment Partners first reported a position in SPIB in Q3 2015 and held it in 3 quarters. The position peaked at $371K in Q1 2016. 102 funds tracked by Wall St. Rank hold SPIB as of Q2 2016.

  • Investment Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Investment Partners sold 11,107 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2016, an estimated $371K.
  • Investment Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2015 and held it in 3 quarters.
  • Investment Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $371K in Q1 2016.
  • 102 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2016.

Based on Investment Partners's 13F filing for Q2 2016, filed 12 Jul 2016.