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

MinichMacGregor 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
2016
Q1 		– Sell
-3,129
Closed -$107K – 478
2015
Q4 		$107K Buy
+3,129
New +$106K 0.1% 56

Other funds holding SPIB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MinichMacGregor Wealth Management's SPIB Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2016, closing a stake of 3,129 shares — an estimated $107K sold.

MinichMacGregor Wealth Management first reported a position in SPIB in Q4 2015 and held it in 1 quarter. The position peaked at $107K in Q4 2015. 93 funds tracked by Wall St. Rank hold SPIB as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,129 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2016, an estimated $107K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $107K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.