JWM
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Jackson Wealth Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Jackson Wealth Management’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
2018
Q2 		– Sell
-278,455
Closed -$9.31M – 102
2018
Q1 		$9.31M Buy
278,455
+12,949
+5% +$437K 2.6% 9
2017
Q4 		$9.06M Buy
+265,506
New +$9.13M 2.3% 12

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Jackson Wealth Management's SPIB Position: Q2 2018 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2018, closing a stake of 278,455 shares — an estimated $9.31M sold.

Jackson Wealth Management first reported a position in SPIB in Q4 2017 and held it in 2 quarters. The position peaked at $9.31M in Q1 2018. 210 funds tracked by Wall St. Rank hold SPIB as of Q2 2018.

  • Jackson Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 278,455 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2018, an estimated $9.31M.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Jackson Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $9.31M in Q1 2018.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.