Measured Wealth Private Client Group’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Measured Wealth Private Client Group’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
2019 Q4	–	Sell	-24,280	Closed	-$857K	–	135
2019 Q3	$857K	Sell	24,280 -8,866	-27%	-$311K	0.55%	31
2019 Q2	$1.16M	Buy	33,146 +26,989	+438%	+$926K	0.67%	30
2019 Q1	$210K	Buy	+6,157	New	+$207K	0.13%	166
2018 Q4	–	Sell	-900	Closed	-$30K	–	610
2018 Q3	$30K	Buy	+900	New	+$30K	0.02%	454

Other funds holding SPIB

CSIA

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

TAIM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIS

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Measured Wealth Private Client Group's SPIB Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q4 2019, closing a stake of 24,280 shares — an estimated $857K sold.

Measured Wealth Private Client Group first reported a position in SPIB in Q3 2018 and held it in 4 quarters. The position peaked at $1.16M in Q2 2019. 310 funds tracked by Wall St. Rank hold SPIB as of Q4 2019.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 24,280 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q4 2019, an estimated $857K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $1.16M in Q2 2019.
310 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.