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Marino Stram & Associates’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Marino Stram & Associates’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
-619
Closed – – 524
2018
Q1 		$0 Buy
619
+75
+14% +$2.53K ﹤0.01% 491
2017
Q4 		$19K Buy
+544
New +$18.7K 0.02% 261

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 $666B AUM 30.12% 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 $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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Marino Stram & Associates's SPIB Position: Q2 2018 in Review

Marino Stram & Associates sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2018, closing a stake of 619 shares.

Marino Stram & Associates first reported a position in SPIB in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 211 funds tracked by Wall St. Rank hold SPIB as of Q2 2018.

  • Marino Stram & Associates reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 619 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2018.
  • Marino Stram & Associates first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Marino Stram & Associates's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $19K in Q4 2017.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.