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KMS Financial Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

KMS Financial Services’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
2014
Q3 		$630K Sell
18,457
-928
-5% -$31.8K 0.09% 219
2014
Q2 		$668K Buy
19,385
+5,177
+36% +$177K 0.1% 218
2014
Q1 		$483K Buy
14,208
+3,623
+34% +$123K 0.08% 265
2013
Q4 		$356K Buy
10,585
+4
+0% +$135 0.06% 335
2013
Q3 		$357K Buy
+10,581
New +$355K 0.09% 262

Other funds holding SPIB

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

KMS Financial Services's SPIB Position: Q3 2014 in Review

KMS Financial Services reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.8% in Q3 2014, selling an estimated $31.8K and leaving 18,457 shares worth $630K. The position accounts for 0.09% of the portfolio, ranked #219.

KMS Financial Services first reported a position in SPIB in Q3 2013 and has held it in 5 quarters since. The position peaked at $668K in Q2 2014. 59 funds tracked by Wall St. Rank hold SPIB as of Q3 2014.

  • KMS Financial Services held 18,457 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $630K as of Q3 2014.
  • KMS Financial Services sold 928 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q3 2014, an estimated $31.8K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.09% of KMS Financial Services's portfolio in Q3 2014, its #219 holding.
  • KMS Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2013 and has held it in 5 quarters since.
  • KMS Financial Services's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $668K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.